Broker Check

Cornerstone Financial Services, LLC


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 led the firm to substantial growth of over $250 million in assets under management built by a successful client base that includes families, individuals, small and mid-size corporations, private medical practices, estates and non-profit entities across the United States.  The partners now bring over a combined 60 years of experience advising and growing 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 at RBC Wealth Management, Paine Webber, UBS, Smith Barney, AXA, Deloitte, Plante Moran, General Motors and McKesson Health.  The partners are successful alumni of the University of Michigan, Michigan State University, Central Michigan, Oakland University, University of Detroit-Mercy School of Law, Depaul University and The Wharton School of the University of Pennsylvania including graduate degrees and certifications.  CFS' clients can rest assured that they are being served by entrepreneur owners, not employees.