Cornerstone Financial Services, LLC

248-519-5502
info@cornerstone-mi.com

CFS was founded in 2011 with a fresh, forward looking outlook on what the standard should be for wealth management and financial advising.  A client first standard.  That standard has been the driving force behind the firm's organic growth to well over half a billion in assets under management for a client partner base that includes family households, high net worth individuals, business owners, private held medical practices, legacy estates and non-profit entities across the United States.  Firm partners now bring over 100 years of combined experience advising, growing and protecting wealth for the firm's clients.  This experience includes expertise in asset management, estate planning, insurance, law, accounting, strategic advisory, real estate, private equity, and investment banking obtained through a broad range of previous experience and perspectives cultivated at RBC Wealth Management, Charles Schwab, Paine Webber, UBS, Smith Barney, Equitable, Deloitte, Plante Moran, General Motors, Home Depot and McKesson Health.  The partners are successful alumni of the University of Michigan, Michigan State University, Arizona State University, Albion College, Central Michigan, Oakland University, University of Detroit-Mercy School of Law, Depaul University and The Wharton School of the University of Pennsylvania including numerous graduate degrees and industry certifications.  CFS' clients can rest assured that they are being served by entrepreneurial owners, not employees.