When you choose our Investment Management and Purposeful Financial Planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with experience in addressing your unique financial needs.

As an independent Financial Planning Wealth Management firm, we represent our clients and their interests rather than any specific company. Our responsibility is to provide clients with fair and full disclosures on all material facts as well as act solely in the best interest of our clients.

Our independence is powered by LPL Financial - the largest independent broker/dealer in the United States for 20 consecutive years as reported by Financial Planning magazine, June 1996-2016, based on total revenue.

Kornerstone Wealth Advisors thoroughly analyze products and research from many different resources and research organizations. We aim to work only with select investments that are best suited to our client’s needs, risk tolerance and financial objectives. At Kornestone we offer no proprietary products, investment banking business, or any other conflicts that can get in the way of providing independent, objective, and investment research.

Through our affiliation with LPL Financial – the largest independent broker/dealer in the United States for 20 consecutive years as reported by Financial Planning magazine, June 1996 – 2016, based on total revenue, As Independent Advisors, we have access to thousands of products. Free from the constraint of proprietary products and investment banking relationships. We work with our clients free from having the bias to offer proprietary products. We guide our clients to a suitable investment selection – ‘open architecture’ for their unique financial situation.

At Kornerstone Wealth Management, we believe that each client situation is unique, and it is important to incorporate each client’s Life Purpose in our approach to comprehensive financial planning and wealth management. Our goal is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a legacy to loved ones or meaningful charities and empower you to pursue your life's aspirations while achieving True Financial Freedom.

We provide a combination of live and web base programs that increase financial literacy and we provide social connection with the aim of inspiring and motivating our clients to achieve “true financial wealth” by creating a life-long family wealth legacy.

The Kornerstone premier distinctive difference is our focus on Purposeful Financial Planning. We set a standard of EXCELLENCE in our profession through Legacy Family Planning, Legacy Family Governance and Succession Planning - We help our clients create their Lifelong Legacy Family Story. We work very closely with all our clients to construct a purposeful comprehensive wealth plan that address all our clients’ financial goals, needs and aspirations.