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Cornerstone Wealth Management

OUR MISSION IS TO PARTNER WITH CLIENTS AS A TRUSTED RESOURCE TO PROMOTE
INCREASED FINANCIAL CONFIDENCE THROUGH PERSONALIZED ADVICE,
EDUCATION, AND EXCEPTIONAL SERVICES 

At Cornerstone Wealth Management, we provide client-focused financial planning for individuals, families, and business owners. For over 20 years, our goal has been to deliver sound financial advice and reliable solutions to members of the greater Lexington, Kentucky community. Dedicated to building lifelong partnerships with our clients, we are a “family first” business and strive to support our clients with the same quality and care we would our family and friends.

Do you believe that financial planning takes insight, foresight, and expertise?  We agree! That’s why we advocate for a dedicated partnership with a financial advisor who will plan, evaluate, and handle the complicated day-to-day management of your portfolio, allowing you to spend more time with the people that matter most.

Our goal is to educate and empower you to make the right financial decisions for you and your family. As your financial planners, we will regularly discuss the financial issues that are important to you so you can feel confident in your financial plan. We will LISTEN as you share your concerns and we’ll answer your pressing questions, because we understand that WHY you invest and HOW you invest carry equal weight in your financial success. We will bring you expert advice on your financial situation, offer suggestions designed to grow your nest egg, and re-evaluate your holdings based on your risk tolerance and market changes. Your retirement is our full-time job, and we partner with you through every step of your financial journey.


"WHEN A GIFTED TEAM DEDICATES ITSELF TO UNSELFISH TRUST AND COMBINES INSTINCT WITH BOLDNESS AND EFFORT, IT IS READY TO CLIMB." -Pantanjali