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A Foundation of Stewardship

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What We Do

The professionals of Cornerstone Investment Advisors provide(s) each client with a customized financial plan that covers their unique financial needs.

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Our Process

The professionals at Cornerstone Investment Advisors, LLC construct a customized plan that serves as a blueprint to your success.

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Our Team

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Building your future through Financial Stewardship

The professionals of Cornerstone Investment Advisors, LLC exercise(s) financial stewardship in our partnership with you. We view financial stewardship as:

  • Selfless Dedication To Your Best Interests
  • Asset Management Geared Toward Your Objectives
  • Financial Competence
  • Integrity
  • Independence
  • Accountability
  • Long-term Relationships
  • Respect For Your Priorities

In addition to our benchmark of financial stewardship, the Certified Financial Planner Board of Standards, Inc. outlines Standards of Professional Conduct under which we operate.

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Sound Financial Strategies For Today's Markets

The goal of the financial planning professionals at Cornerstone Investment Advisors is to set the foundation for your legacy. Just as the cornerstone of a building can determine the position and strength of the foundation, the cornerstone of your future is the financial goals and dreams you have for your family for generations to come. 

Our combined strengths of compassion, integrity and professional knowledge allow us to partner with you to map out a plan to help you achieve those goals. Our process is simple and effective; a plan is created, the steps are outlined and monitoring is implemented to help you achieve your own definition of success. With this solid foundation you can live by design rather than by default.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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