Cornerstone Financial Planning, LLC. Employee Directory

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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