Our Firm

Created with You in Mind.

Cornerstone Financial Group is an ensemble of financial professionals with complementary skills. We specialize in working with high-net-worth individuals and families. Partnering with Commonwealth Financial Network®, a highly regarded broker/dealer, we develop, implement, and continually evaluate a financial plan and its ability to meet our clients’ unique needs. Our “Serve First” philosophy has propelled our status as a premier boutique financial services organization.


Important Information About Your Advisor: Fixed insurance products and services offered by Cornerstone Financial Group are separate and unrelated.