Cornerstone Financial Management LLC

Let us guide you with Wisdom to Live & Give Well

Financial planner in Providence, RI (show on map)

5.0

★★★★★

6 reviews

Personalized Financial Planning & Investment Management with industry-leading designations and over 50 years of experience.

Call (800) 527-1238

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About

Cornerstone Financial Management LLC partners with clients to create comprehensive financial plans and investment strategies aligned with their life and values, offering services in financial planning, investment management, and tax planning. Advisors hold leading industry designations and have over 50 years of combined experience, ensuring fiduciary, fee-only, and evidence-based approaches.

Fiduciary

Fee-Only

Evidence-Based Investing

Independent

Values Integration

Services

Financial Planning

Create a financial plan that aligns with your life and values, covering cash flow management, retirement planning, risk management, charitable giving, and estate planning.

Cash Flow Management Retirement Planning Risk Management Charitable Giving Estate Planning

Investment Management

Manage your investments and align them with your life and values, focusing on risk minimization, fee reduction, return maximization, reporting, IPS creation, and value-based investing.

Risk Management Fee Minimization Return Maximization Performance Reporting Investment Policy Statement (IPS) Value-Based Investing

Tax Planning

Partner with your tax preparer to minimize tax liability through income avoidance, gifting strategies, tax deferral, charitable giving, company stock management, and estate tax reduction.

Income Tax Minimization Gift Tax Strategies Tax Deferral Charitable Giving Strategies Company Stock Tax Management Estate Tax Reduction