Cornerstone Financial Planning Turns 20!

Posted by on June 12, 2024

We’re happy to share that Cornerstone is celebrating twenty years of business! In March 2004, founders Jill Boynton and Susan Veligor opened Cornerstone’s doors. To celebrate this historic milestone, we thought we would revisit some of Cornerstone’s notable moments throughout the years:

• March 2004: Cornerstone opened its doors as a women-owned business!
• June 2013: Susan & Jill interviewed for Financial Advisor Magazine
• February 2014: Cornerstone’s website earns national award for design & development
• October 2019: Cornerstone becomes a Certified B Corporation™
• July 2021: Cornerstone named a Best for the World Company for the ‘Workers’ category
• July 2022: Founders, Susan & Jill, sold Cornerstone to managing directors Mackenzie & Christina
• March 2024: Cornerstone celebrates 20 years of serving our clients!

The team honored the achievement with a party held at Saltwater Grille last month, bringing together clients and associates from across New England to eat, drink, and celebrate the milestone.

Principals Mackenzie and Christina are proud of the growth Cornerstone has seen over the past two decades and are excited by the future they have planned for the firm!

Disclaimer: This post is for informational purposes only and is not to be considered investment, tax, or financial advice. Cornerstone does not and cannot guarantee the accuracy or applicability of any information presented in this post regarding your individual circumstances. Please review your personal situation with your tax and/or financial advisor.

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