38 Union Wharf, Portland, ME
Portsmouth, NH
(207) 772-8133
For nearly 20 years, Cornerstone has been serving clients in and around Portsmouth, NH, and Portland, ME. In working with clients on a fee-only basis, we provide holistic financial advice that aligns with your values and goals.
In 2019, Cornerstone became a Certified B Corporation™ and this has remained an integral pillar for our firm, helping to inform business decisions at our small, women-owned company.
We believe in giving back to our community, professional and self-development, maintaining a healthy workplace, equal opportunity, and prioritizing environmental stewardship.
Cornerstone's services include advisory and hourly financial planning and investment management, as well as divorce financial planning. We offer a complimentary initial meeting for prospective clients to ensure our services align with your needs.
Contact us by calling 207-772-8133 or emailing info@cornerstoneplanning.com
Sustainability
Cornerstone has been a Certified B Corp since 2019.