Cornerstone Financial Group, LLC

EST. AUM
$220,180,000

CONTACTS

CLIENT ACCOUNTS
1,429

Firm Details

Metro area Green Bay
CRD Number 324255
Website cfgwi.com
Client types

Overview

Cornerstone Enterprises LLC (doing business as Cornerstone Financial Group) is an independent fiduciary registered investment advisory firm headquartered in Appleton, Wisconsin, with regional operational footprints extending to Algoma, Wisconsin, and the Florida Gulf Coast. Established for over two decades, the firm provides client-centric wealth management, asset stewardship, and multi-generational planning tailored for retail individuals, families, and business owners. Led by Chief Executive and Chief Compliance Officer Troy M. Leonard, AIF®, AIFA®, the advisory team delivers personalized investment programs customized to each client's specific liquidity demands, risk tolerance, and tax situation. Cornerstone merges its core asset management workflows with robust advisory layers spanning insurance optimization, tax-advantaged educational fund architecture (529 plans), estate coordination, and long-term executive succession models. The firm operates an advanced technology stack leveraging the Orion portfolio reporting ecosystem while maintaining institutional custodial arrangements with Charles Schwab & Co. to securely administer client capital.

Platform Details

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Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Cornerstone Financial Group, LLC

Platform Details

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