Insights

Independent advisory Opportunity to position as a boutique, independent financial advisory with a values-aligned approach, appealing to clients seeking personalized, conflict-free planning.

Small team agility Leverage the lean team size to offer highly personalized service, cross-sell additional services, and develop scalable digital client onboarding to improve efficiency and client experience.

Tech enablement Highlight existing tech stack (Fastly, Shopify, Google Maps, JSON-LD, SEO tools) to demonstrate modern digital capabilities for client portals, appointment scheduling, and content marketing to attract growth-minded clients.

Revenue potential With reported revenue between one and ten million, there is room to expand service lines (estate planning, retirement planning, tax optimization) and target mid-tier clients while maintaining high-margin advisory services.

Competitor landscape Benchmark against large incumbents by emphasizing personalized service and win-win outcomes; create a value proposition that contrasts with big firm scale and focuses on flexible, client-first solutions.

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Cornerstone Financial Advisory Tech Stack

Cornerstone Financial Advisory uses 8 technology products and services including Hotjar, Fastly, WordPress, and more. Explore Cornerstone Financial Advisory's tech stack below.

Hotjar
Analytics
Fastly
Content Delivery Network
WordPress
Content Management System
Shopify
E-commerce
Google Workspace
Email
jQuery Mobile
Mobile Frameworks
wp.cloud
Platform As A Service
RankMath SEO
Web Platform Extensions

Cornerstone Financial Advisory's Email Address Formats

Cornerstone Financial Advisory uses at least 2 email formats:

Cornerstone Financial Advisory Email Formats	Example	Percentage
First.Last@cornerstonefinancialadvisory.com	John.Doe@cornerstonefinancialadvisory.com	50%
FLast@cornerstonefinancialadvisory.com	JDoe@cornerstonefinancialadvisory.com	50%

Frequently Asked Questions

What is Cornerstone Financial Advisory's phone number?

You can contact Cornerstone Financial Advisory's main corporate office by phone at

+1-317-947-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cornerstone Financial Advisory's official website and social media links?

Cornerstone Financial Advisory's official website is cornerstonefinancialadvisory.com and has social profiles on LinkedIn.

How much revenue does Cornerstone Financial Advisory generate?

As of September 2026, Cornerstone Financial Advisory's annual revenue is estimated to be $1M - $10M.

What is Cornerstone Financial Advisory's NAICS code?

Cornerstone Financial Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Cornerstone Financial Advisory have currently?

As of September 2026, Cornerstone Financial Advisory has approximately 2 employees across 1 continents, including North America. Key team members include Financial Strategist: D. R. Explore Cornerstone Financial Advisory's employee directory with LeadIQ.

What industry does Cornerstone Financial Advisory belong to?

Cornerstone Financial Advisory operates in the Financial Services industry.

What technology does Cornerstone Financial Advisory use?

Cornerstone Financial Advisory's tech stack includes Hotjar, Fastly, WordPress, Shopify, Google Workspace, jQuery Mobile, wp.cloud and RankMath SEO.

What is Cornerstone Financial Advisory's email format?

Cornerstone Financial Advisory's email format typically follows the pattern of First.Last@cornerstonefinancialadvisory.com. Find more Cornerstone Financial Advisory email formats with LeadIQ.

When was Cornerstone Financial Advisory founded?

Cornerstone Financial Advisory was founded in 2012.

Cornerstone Financial Advisory

Q: What technology does Cornerstone Financial Advisory use?

Cornerstone Financial Advisory's tech stack includes RSS, JSON-LD, X-XSS-Protection, Fastly, Preact.

Q: What is Cornerstone Financial Advisory's NAICS code?

Cornerstone Financial Advisory's NAICS code is 52 (Finance and Insurance).

Financial ServicesIndiana, United States2-10 Employees

Cornerstone Financial Advisory operates in the financial services sector, offering an independent and comprehensive approach to helping clients achieve their financial goals. The firm emphasizes aligning strategies with clients’ personal values and strives for outcomes that are beneficial to clients, prioritizing win-win results and, when those are not possible, choosing options that are good for the client. Based in Indianapolis, Indiana, the firm appears to serve individuals seeking personalized financial guidance, with an emphasis on integrity and client-centered decision making. The company maintains a small professional team and positions itself as a locally focused advisor within the broader financial services landscape.