As seen in Forbes Magazine:

As a true family practice, the Cornerstone team avoids the cutthroat environment common at some other financial services firms. Working together, they approach each challenge with a blend of backgrounds and with the perspectives of professionals of different ages. Clients also enjoy the assurance that the trusted Cornerstone name will continue to serve them and their heirs in the decades ahead.

“Cornerstone’s approach is built on one commitment: Manage clients’ financial goals as if they were our own...we don’t give advice we won’t follow ourselves.” Adam Rex

“We spend most of our time educating clients, helping them form realistic expectations and providing an honest assessment of their economic outlook.” Jerry Rex

Extreme client loyalty, spanning nearly six and a half decades, attest to the success of Cornerstone’s approach… New growth has always been driven by referrals.