Cornerstone Capital Advisors
Cornerstone Capital Advisors (CCA), was founded in 1984 and is a “fee-only” Registered Investment Adviser.
CCA provides personalized, confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and
businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, retirement plan design and management, and estate planning.
Other professionals ( , lawyers, accountants, insurance agents, etc.) are engaged directly by
the client on an as-needed basis. Conflicts of interest are disclosed to the client in the unlikely
event they should occur.
The initial meeting, which may be by telephone, is free of charge and is considered an exploratory interview to determine the extent to which financial planning and investment management may be beneficial to the client.
CCA is comprised of two business units: Personal Advisory Services and Fiduciary Services.
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