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Cornerstone Financial

EST. AUM
$118,000,000

CONTACTS
2

CLIENT ACCOUNTS
313

Firm Details

Metro area Indianapolis
CRD Number 125494
Website cornerstone-financial.com
Client types

Overview

Cornerstone Financial is an independent wealth advisory practice based in Lafayette, Indiana. The firm provides planning-led portfolio management, retirement planning, education planning, risk management, estate planning, and charitable giving guidance. Clients access digital tools including an eMoney planning portal and LPL Account View for custody, trading, and reporting. Advisory services are delivered through Private Advisor Group, with LPL Financial serving as broker-dealer and custodian. Cornerstone Financial focuses on disciplined risk management, organization of clients’ financial lives, and a fiduciary-standard selection process aimed at taking the least amount of risk needed to pursue client goals.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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