Fee-Only · Fiduciary

Wealth Built
Around Your
Life.

Cornerstone Wealth is a fee-only fiduciary advisory firm serving individuals, families, and business owners across Chester County. We answer only to you.

Schedule a Consultation Who We Serve
Our Services
Financial Planning →
Investment Management →
Retirement Planning →
Estate Planning Coordination →
Tax Planning Strategy →
Schedule Your First Meeting
$180M+
Assets Under Management
18+
Years of Experience
200+
Families Served
100%
Fee-Only Fiduciary
Who We Serve

Built for the Way
You Actually Live.

We work with clients at every stage of their financial journey, with strategies tailored to your specific situation.

01
Individuals & Families

Comprehensive planning for life's biggest moments. Buying a home, funding education, planning for retirement, and building lasting wealth.

Learn More
02
Business Owners

From exit planning and business valuation to owner compensation strategies, we help you build and protect what you've worked for.

Learn More
03
Pre-Retirees & Retirees

Confident retirement begins with a clear plan. Social Security optimization, distribution strategy, healthcare planning, and legacy building.

Learn More
What We Do

Every Dimension
of Your Financial Life.

We coordinate all aspects of your financial picture so nothing falls through the cracks.

Financial Planning
Core
Investment Management
Core
Retirement Income Planning
Planning
Tax Planning Strategy
Planning
Estate Planning Coordination
Advisory
Insurance & Risk Analysis
Advisory
Cornerstone Wealth Advisors
Our Advisors

You'll Always Know
Who's Working for You.

Advisor
Robert J. Cornerstone
CFP · Managing Partner
Retirement Planning · Investment Management · Business Owner Advisory
Advisor
Patricia L. Harmon
CFP · Senior Advisor
Estate Planning · Tax Strategy · Women & Wealth
Advisor
Daniel M. Reeves
CFA · Investment Analyst
Portfolio Management · Asset Allocation ·
Market Research
Our Process

A Clear Path
from Here to There.

We follow a proven process to understand your complete financial picture and build a plan that evolves with your life.

01
Discovery Meeting
We listen first. No sales pitch, no pressure. Just a real conversation about your goals, fears, and what financial success looks like to you.
02
Financial Analysis
We analyze your complete financial picture, identifying gaps, opportunities, and risks you may not have considered.
03
Custom Plan Delivery
We present a clear, actionable plan built around your specific situation. No templates, no generic advice.
04
Ongoing Partnership
Life changes. Your plan evolves with it. Regular reviews, proactive updates, and direct access to your advisor whenever you need it.
Our Approach
"

For years I thought I was doing everything right financially. Cornerstone showed me three things I was missing that changed my entire retirement picture. I only wish I'd found them sooner.

Thomas & Linda W.  ·  Malvern, PA  ·  Client since 2019
Get Started

Your Financial Future
Starts with One Call.

Schedule a complimentary 30-minute introductory call. No obligation, no sales pressure. Just an honest conversation about where you are and where you want to be.

Schedule a Consultation or email us directly