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Our corporate mission is to grow, protect, and preserve
our clients’ assets. We work almost exclusively for clients that
have a fiduciary responsibility to the assets under their care with a “serve first”
philosophy that allows our clients to be good stewards of their financial capital.
Our service model has been developed over 35 years and is designed to transcend
the traditional consulting role, replacing it with a client advocacy model whereby
Cornerstone acts as a co-fiduciary alongside the client.
Cornerstone Financial Consultants, Ltd. (CFC)
dba Cornerstone Advisors
Cornerstone Advisors provides business development, succession and wealth transfer planning
predominantly for privately held businesses and their owners having a net worth
in excess of $20 million. The firm assists in executing the efficient transfer of
assets of business owners to future generations through the development and implementation
of individually designed strategies based on client needs. Insurance planning is
utilized as a tool to fund business succession, estate tax, and/or charitable legacy
liabilities anticipated after the development of these plans.
Our fee-based consulting services include mergers and acquisitions, management training,
organizational development, compensation planning and corporate financing. Cornerstone
Advisors has the capability to perform valuations and other consulting work associated
with the business estate planning and business succession planning services mentioned
previously.
The firm is a Registered Investment Advisor with the PA Securities and Exchange Commission
(PASEC) and a member of the M Financial Group (a national network of financial services
firms that work in conjunction to obtain insurance pricing advantages and proprietary
products).
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