At Cornerstone Financial Advisors we are dedicated to providing our clients with the best possible financial solutions to assist them in reaching their financial goals. We strive to set ourselves apart from the competition by providing value to our clients in the following ways:
A True Client Experience
Our clients always come first. Our business model is built around providing the highest quality services to our clients. Our goal is to have our clients feel that we are always meeting or exceeding their expectations.
We Want Questions
Our desire is to educate clients, help to organize and simplify their financial lives, and help to create peace of mind both for today and for the future. In order to accomplish that we encourage our clients to ask questions so there is complete understanding.
Our fees are some of the most competitive in the industry and we have chosen relationships with vendors that provide highly competitive fees as well.
Our clients have an individual investment strategy that is developed and guided by their individual goals and needs. We take the time to understand the risk tolerance and risk capacity of each client. It is only then that we can prepare an investment strategy to reach specific objectives.
Active Investment Management
Our focus is on producing a consistent result for our clients based on their goals and needs. The objective is to help clients reach their specific goals through actively managing the risk to reward ratio in the investments in order to help protect clients’ assets from the downside of investing.
Access to a Broad Variety of Investments
We utilize top-rated money managers and investment vehicles that give us access to some of the most competitive portfolio options available in the market today. In addition, we provide regular performance reporting on your investments so that you can see where you are financially and make adjustments as necessary.
We take pride in utilizing the latest and most advanced technologies in the industry. These tools allow us to analyze client needs and market trends and advise clients with the most up-to-date information available.
Comprehensive Tools for Our Clients To Use
One of the most unique tools provided to our clients, free of charge, is Albridge. This tool is a secure money management portal that allows an individual to upload information from nearly all types of accounts, including bank accounts, brokerage accounts, credit cards, investments, loans, etc. to see your entire financial picture in one place.
Our business has been fortunate to serve new clients each year solely through the introductions we receive from our current clients. We do not rely on expensive advertising; instead, our commitment to serve each client like they are a part of our family has been the underlying source of our success and growth.