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Built to put clients first — not products.
Cornerstone was founded on a simple idea: financial advice should be honest, transparent, and free from the conflicts of interest that dominate the industry. Most advisors say they put clients first, but their compensation tells a different story. Commissions, sales quotas, and product incentives create pressure that clients never see.
Cornerstone doesn’t operate that way — and legally can’t. As a fiduciary, every recommendation must be in your best interest. No commissions. No product sales. No hidden agendas. Just disciplined planning and real partnership.
Investment Philosophy
We believe long‑term success comes from disciplined, evidence‑based investing — not guessing, chasing trends, or reacting to headlines.
Low‑cost investments — More of your money stays invested and working for you.
Broad diversification — Reduces risk and captures growth across strong sectors of the market.
Tax‑efficient strategy — Smart use of tax‑advantaged accounts and planning to maximize after‑tax returns.
The goal is simple: build a portfolio that supports your long‑term goals with clarity and confidence.
Comprehensive Wealth Management
True wealth management means looking at your entire financial life, not just your investments. That includes:
Financial planning and goal setting
Investment management
Tax‑aware strategy
Retirement planning
Estate and legacy considerations
Business and cash‑flow decisions
Everything works together to support the life you want — now and in the future.
Meet the Founder — Hunter J. Smith
Hunter built Cornerstone after seeing firsthand how the financial industry often puts sales, quotas, and products ahead of people. He refused to operate in a system where advisors were rewarded for selling instead of serving — so he created a firm where clients truly come first.
Hunter has spent nearly his entire life studying finance, investing, and business. His background blends academic excellence with real‑world experience:
MBA in Accounting & Finance (4.0 GPA)
BBA in Finance (4.0 GPA)
Advanced training in valuation, analytics, and financial modeling
Experience at Deloitte, Ameriprise, and multiple entrepreneurial ventures
This combination of technical expertise and real‑world perspective shapes the way he advises clients: with clarity, discipline, and a commitment to doing what’s right — not what’s profitable.
Why he started Cornerstone:
Why he started Cornerstone:
“I wanted to build a firm where families and business owners could get honest, transparent financial advice without sales pressure or hidden agendas. My mission is simple: give people clarity, confidence, and a long‑term partner they can trust.”
The credentials and licenses listed above reflect those that have been earned through examination and experience. Some licenses may not be currently active. This information is provided for transparency and should not be interpreted as a solicitation under any specific regulatory license.
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