Cornerstone Capital Advisors

Cornerstone Capital Advisors understands the needs and service requirements of medical professionals, as a considerable portion of our client base are Physicians, Dentists, and Pharmacists. Our investment management and financial planning services are tailored not only around the doctors and Pharmacists themselves but also their medical practices.

In recognition of our work with area health care executives and physicians, Cornerstone Capital Advisors has been named a 2010 MD Preferred Service Award recipient. Each year, US Medical Specialties, Inc., a national medical consulting firm, recognizes excellence in service to the medical community in a number of disciplines including financial advisory services, real estate, insurance and legal services. Every MD Preferred Financial Advisor is a ‘Fee for Service Only’, SEC registered fiduciary that must meet stringent professional and ethical standards to eliminate any potential conflict of interest.

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Our Financial_RX services were created to simplify the lives of medical professionals and provide them with peace of mind knowing their Financial Advisor is managing all aspects of their finances.

Physician, Dentist, and Pharmacist Financial Planning Services

Income-Tax Minimization
Asset Protection Planning
Risk Management
Goal-Based Planning
Estate Planning
Cash Flow Planning
Debt Management
Education Funding

Retirement Plan Services - Your Practice’s 401(k)

For your practice, we can assist you with your retirement plan by:

Maximize Tax Deductible Contributions
Investment Selection and Monitoring
Contract, Expense and Service Fee Analysis
Participant Investment Education
Client Fiduciary and Compliance Support

As a fee-only advisor, we are completely devoted to serving only your best interests and therefore we accept no compensation from third parties.

If you would like to learn more about our Financial_RX services, please contact us at 1-800-448-5319.