Strategic Alliances
At our firm, you can expect the best of both worlds: personalized service from a dedicated team, combined with the extensive resources of LPL Financial, the nation’s leading independent broker-dealer.*
Keep scrolling to learn more about our team and the partners who help us serve you.


Cornerstone Wealth Services is a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. For more information about Cornerstone Wealth Services, please visit www.cornerstonewealthservices.com.
We are affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer* that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. To learn more about LPL Financial, please visit www.lpl.com.
*As reported by Financial Planning magazine, 1996-2024, based on total revenue.
