Paying Attention and Caring About You

Our team comes to work each day with you on their minds. Nearly two-thirds of our time is spent in meeting with you, analyzing your portfolios, planning for your future, projecting your income taxes and cash flow, and keeping current on everything from your personal circumstances to your employee benefit plans.

We hire the best people, who care about their work and find meaning in serving you.

Experience

Cornerstone Capital Advisors has been successful in advising clients on their investments and personal planning for over 25 years. We bring a team of specialists together to focus on your financial situation with extensive backgrounds as Certified Financial Planners, Certified Public Accountants, estate planners and investment advisors.

Planning

Our greatest strength is our ability to integrate our clients’ investment strategy with their financial plan and respond quickly to changes in their situation and environment. We also integrate and coordinate the efforts of your attorney, accountant and banker to achieve a unified plan.

Personalized Approach

Because no two clients are the same, we look at the investment process through your eyes and personalize a plan designed to help you reach your goals that considers all aspects of your well-being.

Continuous Monitoring

Financial planning must be a dynamic ongoing process that stays in motion step-by-step with the changes in your life. At Cornerstone Capital Advisors, we review your investment strategy and financial plans and update them continually to adjust for the changes in your life.

Objectivity

At Cornerstone Capital Advisors, our business is to preserve and grow your wealth. By refusing to accept any compensation from third parties, we remain unbiased and can truly concentrate on your best interests. We do not sell any investment or insurance products, nor do we have any affiliation with a product sales company. This helps prevent potential conflicts of interest and ensures that you receive objective financial advice.