Home | Contact Us | Site Map | Disclaimer

How to find a financial advisor

Cornerstone operates as an independent advisor to clients who need investment management, hourly investment advice, hourly fee only financial planning or financial planning service. When choosing a financial advisor, it is important to know that person's qualifications and professional designations. Many financial advisors, financial advisers and financial consultants are merely sales people getting paid by selling you a product rather than truly analyzing your needs and providing independent financial advice. We at Cornerstone are independent investment managers, and the principals of the firm are Chartered Financial Analysts (CFA) , meaning we can provide independent investment advice on stocks, bonds, mutual funds and exchange traded funds (ETF) based on analysis and economic research.

In addition to the articles we have provided for your review, we recommend you ask your financial provider the following questions:

How is my financial advisor compensated?

Is my advisor really analyzing what is being recommended?

What are my advisor's credentials?

Am I treated differently when I have less to invest?

Is my advisor representing a line of products rather than my needs?

Home | Contact Us | Site Map | Disclaimer