Wealth management built on trust and transparency
Fee-only fiduciary advisors
We help families and business owners build, protect, and transfer wealth through personalized strategies. No commissions, no conflicts — just advice that puts your interests first.
Managing $150M+ for 200+ families across the region
We are legally obligated to act in your best interest. No commissions, no proprietary products, no hidden fees. Your success is our only incentive.
No cookie-cutter portfolios. We build custom strategies based on your goals, timeline, risk tolerance, and complete financial picture.
20+ years of guiding clients through market cycles. Our disciplined, evidence-based approach has helped families grow wealth through every economic environment.
Comprehensive investment management with ongoing monitoring, rebalancing, and tax-efficient strategies.
Detailed retirement projections, Social Security optimization, Medicare planning, and income distribution strategies.
Year-round tax planning coordinated with your CPA. Roth conversions, tax-loss harvesting, and charitable giving strategies.
Wealth transfer strategies, trust coordination, beneficiary optimization, and legacy planning for multi-generational families.
Succession planning, buy-sell agreements, key person insurance, and executive compensation strategies.
529 plans, financial aid optimization, and strategies to fund education without derailing your retirement.
Michael founded Cornerstone Financial in 2005 after spending a decade at a major brokerage firm. He saw firsthand how commission-based advice hurt clients and decided to build something better.
As a Certified Financial Planner™ and fee-only fiduciary, Michael takes a holistic approach to wealth management. He doesn't just manage investments — he coordinates your entire financial life.
Michael is active in the community, serving on the local United Way board and teaching financial literacy at the high school level. He lives in town with his family.
“The best financial plan is one you'll actually follow. We make it simple.”
“Michael helped us retire three years earlier than we thought possible. His detailed planning gave us the confidence to make the leap. We couldn't be happier.”— Tom & Linda S., Retired
“As a business owner, I needed someone who understood both my personal and business finances. Cornerstone manages both seamlessly. They've become an indispensable part of our team.”— Karen D., Business Owner
“The fee-only model was a game-changer. For the first time, I trust that my advisor's recommendations are genuinely in my best interest. No hidden agendas.”— James W., Client Since 2018
We offer a complimentary 30-minute discovery call to understand your situation and see if we're a good fit. No pressure, no obligation.
Or call (555) 456-7890 — Serving clients locally and nationwide
Whether you're planning for retirement, growing a business, or protecting your family's legacy — we're here to help.
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