Cornerstone Wealth Advisors has forged partnerships with key financial service industry leaders that assist us in providing a world class experience and dynamic wealth solutions.
The National Association of Personal Financial Advisors (NAPFA)
NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
CERTIFIED FINANCIAL PLANNER™ Board of Standards
Certified Financial Planner Board of Standards, Inc. (CFP Board) is the non-profit certifying and standards-setting organization that administers the Certified Financial Planner™ certification program and oversees more than 68,000 professionals using the CFP® certification in the United States.
Dimensional Fund Advisors
Our evidence-based asset class investment approach is translated by DFA into an array of mutual funds, each of which is rigorously designed to capture a particular “dimension” or asset class within a globally diversified portfolio. DFA is our primary but not our exclusive source for implementing our recommended investment approach. Cornerstone Wealth Advisors receives no compensation from DFA for using its funds nor are we under any obligation to use them if they do not best meet your particular investment needs.
DFA Funds are only available to certain Registered Investment Advisory firms after a thorough screening, training and approval process. Cornerstone Wealth Advisors has met and continues to meet those high standards.
Bridgeway’s philosophy is simple: put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in their clients’ best interest. That means keeping investment costs low while providing expertly designed investments options to our clients. Of course, it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year.
AQR is a global investment management firm built at the intersection of financial theory and practical application. Our commitment to our clients is to help them exceed their long-term objectives. We do this by filtering out market noise to identify and isolate what matters most, and by implementing ideas that stand up to rigorous testing.
Our focus on research-driven, practical insights powered by advanced technology, economic intuition and firm-wide risk management, has made us leaders in alternative and traditional strategies and explains why so many types of investors seek our expertise in meeting their financial challenges.
The BAM ALLIANCE®
Cornerstone Wealth Advisors is a proud member of the BAM ALLIANCE®, an active community of more than 140 independent wealth management firms (primarily CPA firm affiliated) throughout the United States. Every member of the BAM ALLIANCE shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures. Through the BAM ALLIANCE®, Cornerstone Wealth Advisors is given the opportunity to access institutional, no-load mutual funds, fixed income securities directly from wholesale brokers, and cost effective platforms for retirement plan servicing, custodial services and compliance assistance. Collectively, BAM ALLIANCE® wealth management firms represent over $31 billion in collective assets as of September 30, 2017.