Why Work With Us

Since 1984, Cornerstone Capital Advisors has been advising clients in all areas of personal finance, working to craft a holistic financial plan for the families we serve. Our approach implements a step-by-step plan that eliminates confusion and helps our clients achieve both their short and long-term goals.

Independence

Cornerstone is committed to upholding the highest level of independent financial service. As a fiduciary, Our Team puts the needs of our clients first, without exception. As an SEC Registered Investment Adviser, our firm is independent and fee-only. We do not collect commissions or recommend funds or products that are not in the best interest for our clients.

Fiduciary

Cornerstone Capital Advisors highly values our role as a fiduciary for our clients. Each year, we undergo a voluntary assessment through the Center for Fiduciary Excellence (CEFEX), an independent global assessment and certification organization. To be CEFEX certified, firms must demonstrate that they are adhering to a standard of industry best practices. The assessment includes the review of documents, client file sampling, periodic on-site visits, and interviews with senior representatives at the firm. Cornerstone Capital Advisors was originally CEFEX certified in 2011, and has maintained that certification each year thereafter.

Education

As part of our commitment to serving clients with a high level of professionalism and knowledge, one or more of our team members hold these highly-respected designations and certifications: