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Providing Tax-Focused Financial Planning and Investment Management for Business Owners and Individuals In Eastern Idaho Since 1962

Our History & Purpose

At Cornerstone Financial Advisors we have been helping people pursue their financial goals for 60 years. We work hard to help simplify our clients' financial lives, help optimize their investments, and organize their personal financial planning. We work closely with our clients using our planning process to help them invest and protect their wealth, and to try and help them pursue their most important financial goals with cost-efficiency and reliability. 

Learn more about our history by clicking the link below!

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Financial Advisors

Matt Porter, CFP®, AIF®

Matt Porter, CFP®, AIF®

Financial Advisor

Retirement Planning & Management

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Dave Schofield, RFC®

Dave Schofield, RFC®

Financial Advisor

Employee Benefit Specialist & Insurance Agent

Learn More About Dave
Jacob Munk, J.D. AIF®

Jacob Munk, J.D. AIF®

Wealth Manager

Insurance Agent

Learn More About Jake
Doug Woolley

Doug Woolley

Financial Advisor

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Businesses & Their Employees 

Cornerstone Financial Advisors has been providing businesses of any size and their employees with financial planning support and resources for many years. We pride ourselves on our ability to support our business clients in many different aspects.

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Wealth Management

Cornerstone Financial Advisors understands the importance of organizing ones wealth to ensure that they will have comfortable living and a secure retirement. It takes a lot of trust and confidence to develop a relationship with an organization to manage ones wealth. Backed with 50 years of experience, the team at Cornerstone Financial Advisors are the ones you can trust to help.

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Financial Planning

Are you organized and on course to accomplish your financial goals? At Cornerstone Financial Advisors, we believe in 3 things: Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. We want to help you in your financial planning needs. Backed with state of the art technology, we can help you manage this process with greater ease. 

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Building and maintaining relationships with our clients is key to the pursuit of your financial future. That is why we have expanded our business to now include accounting options. We offer bookkeeping, payroll, tax services, and financial services to businesses and individuals. 

Our main tax office is located in Pocatello but will also do tax service appointments located in Idaho falls. If you want to learn more about our services or to schedule an appointment, then please follow the link below to take that next step together.

Learn More About Our Tax Services


Check Out Some Other Resources!

Insurance

Insurance

All of our advisors in the office specialize in insurance services. Medical, dental, disability, vision, health, & life Insurance

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Group Insurance

Group Insurance

Establish group insurance benefits with your company! We have the skills & knowledge needed to help you get this established.

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Fit-To-Retire

Fit-To-Retire

Fit-to-Retire determines your readiness in the 5 areas of retirement success, Self-Identity, Social, Health & Nutrition, Personal Relationships, and Financial Security.

Take Assessment
Riskalyze Assessment

Riskalyze Assessment

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Risk Assessment


Client Portal Login - AdviceWorks

Client Portal Login - AdviceWorks

Our client portal through AdviceWorks allows our clients to link & track their accounts and have access to powerful financial tools & services.


If you are a current client, the link below will take you to your portal login page.

Click Portal Login

Do You Have Any Questions?

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