Five Corners Financial Services

EST. AUM
$292,000,000

CONTACTS
1

CLIENT ACCOUNTS
750

Firm Details

Metro area Boston
CRD Number 338120
Website 5cornersfinancial.com
Client types

Overview

Five Corners Financial Services is an SEC-registered RIA and Sole Proprietorship founded in July 2025 by William John Sempolinski, who also serves as its CCO. The firm offers customized wealth management services with a fiduciary commitment to high-net-worth individuals, trusts, and estates. The approach involves continuous personal client contact and providing discretionary investment management alongside a broad range of comprehensive financial planning. The primary strategy focuses on short-term trading in portfolios composed mainly of ETFs and low-cost mutual funds, while maintaining sensitivity to tax considerations and market conditions.

Platform Details

See in Dakota

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

Five Corners Financial Services

Platform Details

Investment Preferences

Alternative Activity

Address

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