Rooted in Your Faith
Financial Cornerstones helps Christian individuals and families bring greater intention to their financial lives through comprehensive financial planning and investment management. Our integrated approach includes retirement planning, tax and risk management, estate and legacy planning, charitable giving, and Biblically Responsible Investing.
Biblically Responsible Investment Management
Implementing faith-based investing begins just like any other investment management process — looking for great investments.
Learn More →Comprehensive Financial Planning
Our financial planning process is designed to connect your financial decisions to the people and things that matter most in your life.
Learn More →Retirement Income Strategies
Whether you are planning to retire in the next few years, or are already retired, having an income strategy is all about generating more money by managing multiple income streams tax efficiently.
Learn More →Tax Planning & Risk Management
We conduct both a comprehensive review of your tax returns and an in-depth analysis of your risk management plan so that you can protect the resources that have been entrusted to you by God.
Learn More →Legacy & Estate Planning
Our guidance can help you plan for your loved one’s future while passing on the resources and values that are so dear to you.
Learn More →Planned Giving
We help you explore charitable giving strategies that are powerful tools to invest in the people and places that build the Kingdom.
Learn More →What Our Clients Are Saying….
Financial Cornerstones client reviews are published through Wealthtender, an independent third-party platform where clients may choose to share feedback about their experience working with our team. The reviews below appear in chronological order and reflect individual perspectives. Listening to client feedback is an important part of how we continue to refine our process and maintain a thoughtful, relationship-driven approach.
Would You Like to Learn More About Us?
Why Choose Financial Cornerstones?
We understand that investing and markets can be challenging. When it comes to personal finances, many individuals and families often feel uncertain. They wonder if they have enough to last their lifetimes, if their loved ones will be okay when they’re gone, and if they’re invested wisely.
But there’s a solution!
Building Your Foundation for Financial Contentment and Peace.
Faith Driven Investing
Biblically Responsible Investing is a Cornerstone of our practice.
A Trusted Advisor
Using technical skills to navigate uncertain markets.
Financial Contentment & Peace
Helping you to achieve your goals in life!
"For surely I know the plans I have for you" says the Lord, "plans for your welfare and not for harm, to give you a future with hope". Jer. 29:11
Through a Relationship Together, You Receive…
A Morally Sound Investment Strategy
What if you could grow your resources while creating impact? We build and manage a portfolio based on your goals, analytical research, and additional screening to align your investments with your values (and avoid investments profiting from what goes against your values).
A Financial Plan Designed Around Your Goals
As you prepare for your next season of life, we help you create a goals-based financial plan that coordinates every element of your resources, including taxes, charitable giving and Social Security.
Technical and Fundamental Analysis of Investments
As Chartered Market Technicians, we have a disciplined and systematic understanding of market behavior that we use to help chart your course for investments
A Lifelong Financial Partner
As your personal financial advisor, we work through a close and collaborative relationship together. We are here to provide ongoing financial management, expertise, and scripture-driven guidance through every decision.
Why Financial Cornerstones?
Biblically Responsible Investing
Do You Know What’s in Your Portfolio?
Your investments may include companies whose business practices conflict with your Christian values—often without you realizing it.
Discover how your current investments align with your values using our complimentary Biblically Responsible Investing screening tool.
Your Holdings
Concerns
Informed Decisions
Faithful Living Calls for Awareness
in All Areas of Our Lives
Your financial life is no exception. If you’re looking for comprehensive wealth management that brings together your financial goals, investment strategy and Christian values, we’d welcome the opportunity to learn more about you.
OUR TEAM
YOUR GOALS
A GOOD FIT
