Financial success isn't really about the numbers...

It's about figuring out what your goals are and then living your life in a way that supports them. Your unique personality and lifestyle shape the way you view the world, and they shape the way you use your money. Consequently, your financial strategy should reflect who you are and what you want out of life—but sometimes making that tangible connection can be difficult. That’s why we’ve made it our mission to help you bridge the gap between your financial decisions and the life you want to live—and we do that by becoming your go-to resource for trustworthy, straightforward financial guidance. 

At Cornerstone Financial Group, we believe you deserve someone in your corner watching your back and guiding you on the road to success. You work hard for your money, and our job is to help you make the most of it—to show you how to protect your family, prepare for the future, and support a fulfilling life. We work with you to help you align your money with your goals, outline actionable steps to achieve them, and coach you as you grow and live your life. We’ve learned that it’s pretty much impossible to make a good decision when you don’t have all the right information, so we make it a point to be unfailingly candid when we discuss your finances. We know that 401(k)s and investment strategies can be complicated, which is why our goal is to simplify concepts and walk you through the process in a way that makes sense. We strive to be incessantly available for our clients, so even if you can’t meet until late in the evening, we’ll be ready whenever you need us to sit down and talk with you. We’re proud to deliver small-town service with the resources of a national Fortune 100 company, so whatever your goals are, you can trust that we’ll be there for you—honestly, consistently, completely.

Our Mission

At Cornerstone Financial Group we are dedicated to building collaborative relationships with our clients and our community. Cornerstone provides integrated financial guidance through experience and integrity. Being resourceful, reliable, and accessible ensures that we are referable. There is no bigger compliment or sign of confidence than that of receiving a referral. Our purpose is to deliver the strength and stability for our client’s financial success.

The Cornerstone Way

Strength and stability for your financial success

Anyone who’s ever built something made to last knows that a solid structure begins with cornerstones. This element is the first piece a mason lays down; it establishes the foundation of the entire structure, and it’s the one part of the building that requires the most time and attention. Once you have solid cornerstones, everything else can fall into place.

Our founder, Brendon, grew up as the son of a stone mason, so we know better than anyone how important it is to lay a strong foundation. When we create your financial strategy, we want to make sure you have a foundation to lean on, too—so we start by addressing three aspects of your strategy that become the anchor for everything else. Whether you’re 25 or 75, we begin with our three cornerstones: