About Cornerstone advisory
Cornerstone Advisory: Your Trusted Partner for Investment Management and Financial Planning
Cornerstone Advisory is a leading private fund advisory firm that provides comprehensive investment management, financial planning, financial strategies, and wealth management solutions to serious investors. Our team of experienced investment managers is led by Erik Johnson, who has over 20 years of experience in the financial industry.
At Cornerstone Advisory, we understand that every investor has unique needs and goals. That's why we take a personalized approach to investment management and financial planning. We work closely with our clients to understand their current financial situation, long-term goals for growth, cash-flow requirements, and tolerance for risk.
Our Investment Management Services
We offer a wide range of investment management services designed to help our clients achieve their long-term financial objectives. Our team of experienced investment managers uses a disciplined approach to investing that focuses on risk management and diversification.
We offer both active and passive investment strategies across various asset classes including equities, fixed income securities, alternative investments such as real estate or private equity funds. We also provide access to institutional-quality investments typically reserved for large institutions or high net worth individuals.
Our Financial Planning Services
At Cornerstone Advisory we believe that proper planning is essential in achieving your long-term goals. Our team of certified financial planners works with you to develop customized plans tailored specifically towards your individual needs.
We provide comprehensive analysis on topics such as retirement planning; education funding; estate planning; tax-efficient investing; insurance coverage review; charitable giving strategies among others.
Our Wealth Management Solutions
As part of our commitment towards providing holistic solutions for our clients' wealth needs we offer additional services such as family office services which include bill payment assistance & coordination with other professional advisors (e.g., attorneys or accountants).
Why Choose Cornerstone Advisory?
At Cornerstone Advisory we pride ourselves on being an independent firm free from conflicts of interest often found at larger banks or brokerage firms. This allows us the freedom to focus solely on what's best for our clients without any external pressures influencing decisions made regarding their portfolios or plans.
Additionally:
- We have offices located in Baltimore Maryland & Florida.
- Our fees are transparent & competitive.
- We have an experienced team dedicated solely towards client service.
- We use state-of-the-art technology platforms allowing us the ability to monitor portfolios more efficiently than ever before.
- As fiduciaries under SEC regulations - we are legally obligated always act in the best interests of our clients.
In conclusion,
If you're looking for a trusted partner who can help you achieve your long-term financial objectives through personalized attention from experienced professionals then look no further than Cornerstone Advisory! Contact us today so one of our advisors can discuss how we can assist you in reaching your goals!
cornerstoneadvisoryllp.com
