About Cornerstone Financial Services LLC
Cornerstone Financial Services LLC
Cornerstone Financial Services LLC (CFS) was established in 2011 with a progressive and forward-thinking approach to wealth management and financial advising. The company is committed to prioritizing the needs of its clients, offering a comprehensive and holistic advisory approach that always puts the client first. This unwavering commitment means that CFS consistently acts in a fiduciary manner, ensuring that the best interests of its clients are at the forefront of every planning and investment decision.
As a result of this client-centric model, CFS has experienced significant growth, currently managing over $400 million in assets. The firm's success is built on a diverse and successful client base, which includes families, individuals, small and mid-size corporations, private medical practices, estates, and non-profit entities across the United States.
The partners at CFS bring a combined 100 years of experience in advising, growing, and protecting wealth for their clients. Their expertise spans asset management, estate planning, insurance, law, accounting, strategic advisory services, real estate, private equity, and investment banking. With previous experience at reputable firms such as RBC Wealth Management, Paine Webber UBS Smith Barney AXA Deloitte Plante Moran General Motors McKesson Health our advisors have successfully graduated from prestigious universities including University of Michigan Michigan State University Arizona State University Wayne State University Central Michigan Oakland University University of Detroit-Mercy School of Law DePaul University The Wharton School of the University of Pennsylvania.
Clients can be confident that they will receive personalized attention to detail from seasoned entrepreneurial owners rather than employees. At Cornerstone Financial Services LLC (CFS), the focus is on delivering exceptional results for each individual client.