About Us

At Cornerstone Financial Management, LLC, our primary objective is to glorify God by providing comprehensive and ethically sound financial advice. We believe that Biblical principles create a firm foundation and model for financial management. Cornerstone Financial Management, LLC is made up of dedicated, hardworking professionals who are committed to helping you gain financial confidence in every aspect of your life. We have years of experience helping residents of Columbia, Lexington, and surrounding areas manage their finances effectively.

We encourage financial literacy to help you make calculated, well-informed financial decisions. Our goal is to listen to your financial goals and objectives and help you develop a strategy to move toward them.

Meet the Team

We can help you create an individualized financial plan that encompasses:

  • Investment Management
  • College Planning
  • Estate Planning
  • Insurance Planning
  • Saving for Retirement
  • Long-Term Care Planning
  • Business Financial Planning

The experts at Cornerstone Financial Management, LLC have the knowledge and experience to guide you in making a comprehensive financial strategy. To learn more or to get started, contact us today.

Financial freedom begins with a recognition. It is then followed by a decision to leave where you are in pursuit of where you want to be.

Bob Deaton, CFP, CMFC

It isn't how much money I'm making that will determine my financial success. Rather it is how much I'm keeping and how hard it is working for me.

Jay Brown

If we are planning for our future, we have to begin with the present. If we don't identify our starting point, we will not have a direction to walk towards.

Ken Calcutt, CMFC

In the pursuit of our financial goals, we must be willing to adjust our strategies.

Robert Templeton, CKA, CRPS, CMFC