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Clear & Collaborative Wealth Management That Works For You

Behind every financial decision is your real life. You need someone you can trust with your future, your family, and your what-ifs. We listen closely, plan thoughtfully, and lead with clarity so you can feel more confident and in control of your financial path.
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Financial Guidance That Goes Deeper Than Numbers

Put Your Money Where Your Values Are With Personalized Wealth Management
You need clarity, a plan that reflects your goals, and a partner who listens and collaborates with care. We’re here to provide aligned financial planning rooted in what matters most to you.
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Young couple walking on the beach, representing financial freedom and wealth management guidance from Cornerstone Financial Planning.

Our Core Service:
Fee-Only Financial Planning & Investment Management

Every financial decision is deeply connected. That’s why we specialize in taking a holistic approach to your wealth management with our comprehensive Financial Planning & Investment Management Service.

We work with you to create a personalized, all-in-one plan for all aspects of your financial life that covers:
Tax Strategies
Insurance & Protection
Estate Planning
Retirement Planning
Cash Flow Analysis
Insurance & Protection
Investment Management
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Financial Planning Structured to Serve You Better

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Women-Led, Women-Owned

Financial planning shaped by real life, real values, & an intentional approach to doing business.

Fee-Only Fiduciary Financial Planning

No commissions. No sales pressure. No hidden fees.

Local Wealth Management in Portland, ME  & Portsmouth, NH 

We’re proudly local, serving our communities with clarity, compassion, & long-term partnership

Independent, Thoughtfully-Aligned Investing

Our investments are backed by academic-based research – not driven by commissions, fees, or a parent company.

Purposefully Personal

We’re intentional with each of our clients so we can give you the attention, communication, & tailored service you deserve.

Certified B-Corp™

We uphold higher standards to better serve you and contribute to a more responsible world.

Financial Planning Expertise You Can Feel At Ease With

Our team of CERTIFIED FINANCIAL PLANNER™ professionals brings decades of experience, but it’s our intentional approach to relationships that truly sets us apart. We meet you where you are, help you explore what’s possible, and walk alongside you every step of the way—with care, clarity, and consistency.
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Financial Planning
Built to Do Intentional Good

We believe in doing business that benefits everyone – our clients, our team, and the world we live in. As a Certified B Corporation™, we meet the highest verified standards of social and environmental performance, transparency, and accountability. The B Corp™ mission aligns with the values and ethics that Cornerstone was founded upon, including our dedication to providing Socially Responsible Investment (SRI) options to clients.
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Financial Insights & Wealth Building Tips from Our Expert Team

April 15, 2025
Greening Your Finances: How to Make Climate-Friendly Money Moves
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April 1, 2025
Cornerstone Supports the Maine Coast Heritage Trust at Tides of Change Event
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March 20, 2025
Mindful Spending: Aligning Your Money with Your Values
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Ready for a financial partner focused on peace of mind?
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Your Money Carries Meaning – Let’s Treat It That Way

B-Corp™ Certified
Our business is designed to serve our clients, support our community, and contribute to the greater good.
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Portland, ME & Portsmouth, NH
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