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Cornerstone Financial Advisory Employee Directory

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.

Find Cornerstone Financial Advisory employees' phone numbers or email addresses

Cornerstone Financial Advisory Global Highlights

Location
Employees

North America
5

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  • United States Of America
    3
  • Canada
    2

Cornerstone Financial Advisory's Leadership

  • Stylized image of a person
    D. R.
    Financial Strategist
    Mobile Phone

Cornerstone Financial Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Cornerstone Financial Advisory

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. R.
    Financial Strategist
    Mobile Phone
    CanadaOntario
    Aug 02, 2026

Frequently Asked Questions

What is Cornerstone Financial Advisory known for?

Minus sign iconPlus sign iconCornerstone Financial Advisory was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-317-947-****
. Explore Cornerstone Financial Advisory's company overview page for more information.

What is Cornerstone Financial Advisory's most common email format?

Minus sign iconPlus sign iconCornerstone Financial Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cornerstone Financial Advisory email formats with LeadIQ.

How many employees does Cornerstone Financial Advisory have currently?

Minus sign iconPlus sign iconCornerstone Financial Advisory has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cornerstone Financial Advisory's key employees and leadership?

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As of July 2026, Cornerstone Financial Advisory's key employees include:

  • Financial Strategist: D. R.

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