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Cornerstone Advisory

Headquartered in HUNT VALLEY, MD

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Firm Information

Cornerstone Advisory is an investment advisor located in HUNT VALLEY, MD. The firm manages approximately $1,741,867,186 in assets for 2,374 accounts. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. Cornerstone Advisory primarily serves high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth, and charitable organizations.

Cornerstone Advisory

211 OLD PADONIA ROAD

HUNT VALLEY, MD 21030

$1.74B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CORNERSTONE ADVISORY has a total of 2 branch locations across the country.
location

HUNT VALLEY, MD

location

ARNOLD, MD

Advisors at Cornerstone Advisory

View All 8 Advisors
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James Ross Foxen

RA

HUNT VALLEY, MD

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Michael Kelly Lavina

RA

HUNT VALLEY, MD

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Patrick Augustine Ryan

CFP®, RA

HUNT VALLEY, MD

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Robert Michael Gill

RA

HUNT VALLEY, MD

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Unclaimed
Christopher Pesota

CFP®, RA

HUNT VALLEY, MD

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Donald Stephen Huber

RA

HUNT VALLEY, MD

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Unclaimed
Thomas Nichols Biddison

RA

HUNT VALLEY, MD

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Unclaimed
Erik Dorsey Johnson

RA

ARNOLD, MD

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Disclosures

There are no public disclosures for Cornerstone Advisory.

Frequently Asked Questions (11)

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