Building on the Cornerstone of Your Values Cornerstone Blog Check out the latest news on our blog. Contact Us Contact Tim or Duke to discuss your financial needs. Our Story Learn more about Cornerstone Financial Advisory. WHY CORNERSTONE FINANCIAL ADVISORY Using our three-step Cornerstone Wealth Plan, we translate our clients’ needs, goals, and values into a strategy, helping align their actions with their values. Request a Meeting The introductory meeting is designed to clarify and understand each client’s unique concerns, values, passions, and dreams. Cornerstone Financial Plan The Cornerstone financial team will help you get clear on your current financial position and outline a simple action plan that will help you accomplish your goals. Invest According to Your Values Have the knowledge that you Invested in a portfolio of companies you can be proud to own – without sacrificing returns. Get Your Special Report Request a Meeting Today! Our Strategic Alliances Check the background of investment professionals on FINRA’s BrokerCheck.