Insights

Independent Advice Leverage Cornerstone Financial Planning’s fee-only, unbiased advisory model to explore partnerships offering independent wealth management solutions, fiduciary-compliant technologies, or compliance-driven services that augment their impartial client offerings.

Regional Growth Target expansion discussions around their Portland and Portsmouth offices to propose scalable back-office, advisory operations support, or regional marketing services aligned with their growth in New Hampshire and Maine.

Integrated Tech Given their tech stack including iCIMS, AWS, Salesforce, and Google Cloud, present enterprise-grade fintech integrations, data analytics enhancements, or CRM automation that can improve client experience and back-office efficiency.

Financial Scale With revenue in the tens of millions and a mid-market client serve profile, position premium service offerings such as advanced retirement planning tools, ESG investment capabilities, or wealth transition planning as upsell opportunities.

Talent Growth Recent hires indicate active talent expansion; explore partnerships in recruiter outsourcing, professional development programs, or client-facing training services to support staff onboarding and scale client engagement.

Cornerstone Financial Planning, LLC. Tech Stack

Cornerstone Financial Planning, LLC. uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore Cornerstone Financial Planning, LLC.'s tech stack below.

iCIMS

Applicant Tracking Systems

Amazon Web Services

Cloud Hosting

WordPress

Content Management System

Salesforce

Customer Relationship Management

Microsoft 365

Google Cloud

Infrastructure As A Service

Webflow

Page Builders

Piwik PRO Core

Web Analytics

Cornerstone Financial Planning, LLC. Email Formats	Example	Percentage
First@cornerstoneplanning.com	John@cornerstoneplanning.com	100%

Cornerstone Financial Planning, LLC. Email Formats

Example

Percentage

First@cornerstoneplanning.com

John@cornerstoneplanning.com

100%

Frequently Asked Questions

What is Cornerstone Financial Planning, LLC.'s phone number?

You can contact Cornerstone Financial Planning, LLC.'s main corporate office by phone at

+1-207-772-****

. 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 Planning, LLC.'s official website and social media links?

Cornerstone Financial Planning, LLC.'s official website is cornerstoneplanning.com and has social profiles on LinkedIn.

How much revenue does Cornerstone Financial Planning, LLC. generate?

As of October 2026, Cornerstone Financial Planning, LLC.'s annual revenue is estimated to be $10M - $25M.

What is Cornerstone Financial Planning, LLC.'s NAICS code?

Cornerstone Financial Planning, LLC.'s NAICS code is 52 - Finance and Insurance.

How many employees does Cornerstone Financial Planning, LLC. have currently?

As of October 2026, Cornerstone Financial Planning, LLC. has approximately 18 employees across 2 continents, including North America and Europe. Key team members include Territory Sales Manager - Midwest: R. W., Principal & Financial Planner: M. A. and Ifa: R. S. Explore Cornerstone Financial Planning, LLC.'s employee directory with LeadIQ.

What industry does Cornerstone Financial Planning, LLC. belong to?

Cornerstone Financial Planning, LLC. operates in the Financial Services industry.

What technology does Cornerstone Financial Planning, LLC. use?

Cornerstone Financial Planning, LLC.'s tech stack includes iCIMS, Amazon Web Services, WordPress, Salesforce, Microsoft 365, Google Cloud, Webflow and Piwik PRO Core.

What is Cornerstone Financial Planning, LLC.'s email format?

Cornerstone Financial Planning, LLC.'s email format typically follows the pattern of First@cornerstoneplanning.com. Find more Cornerstone Financial Planning, LLC. email formats with LeadIQ.

When was Cornerstone Financial Planning, LLC. founded?

Cornerstone Financial Planning, LLC. was founded in 2004.

Cornerstone Financial Planning, LLC.

Q: What is Cornerstone Financial Planning, LLC.'s NAICS code?

Cornerstone Financial Planning, LLC.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMaine, United States11-50 Employees

Cornerstone Financial Planning, LLC is a financial services firm founded in 2004 that provides objective, independent financial advice focused on the accumulation, protection, and transition of wealth. The company emphasizes a fee-only model intended to maintain impartiality and deliver integrated guidance to clients as they navigate various life events, aiming to simplify financial decision-making and help clients achieve long-term goals. Based in Portland, Maine, with operations extending to New Hampshire and Maine, the firm serves investment management clients seeking personalized planning and a broad range of problem-solving services. The team comprises experienced professionals who seek to build long-term relationships with clients and their families, delivering client-focused service and ongoing advisory support. Acknowledging recent personnel changes at multiple offices, Cornerstone maintains a client-centered approach across its locations in the region.

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