Built on Purpose.
Grounded in Trust.

We started Cornerstone Financial with a simple belief: financial planning should be about people, not products. Over the years, that belief has shaped every conversation, every relationship, and every plan we’ve created. For us, this work is personal because behind every portfolio is a family, a future, and a story that matters.

Our Mission:

To help individuals and families live with clarity and confidence by providing fiduciary financial guidance rooted in care, honesty, and long-term perspective.

Why We’re Different:

We’re Fiduciaries

Which means we’re legally and ethically committed to putting your interests first.

We believe in education, not persuasion.

You deserve to understand your options before making a decision.

We build lifelong relationships,

Not just plans.

We’re Independent

No sales quotas, no corporate agenda, no conflicts of interest.

The Cornerstone Difference:

From the very beginning, our goal has been to simplify the complex and bring peace of mind to the people we serve. Whether you’re planning for retirement, protecting your family, or building a legacy, we walk with you, not ahead of you or behind you.

We’re here to listen, to guide, and to help you make decisions that align with what matters most. Because at the end of the day, success isn’t just about numbers, it’s about knowing you have a plan, a partner, and a future that feels possible.

Schedule Your Discovery and let’s start building your next chapter together.
SCHEDULE NOW

Planning That Makes a Difference

From retirement readiness to legacy planning, hear how lives have changed when clarity met strategy.

“Ken Calcutt with Cornerstone Financial Management has handled my company's Simple IRA's for many years and handles our Roth IRA Accounts. He is also a "Dave Ramsey" certified financial planner. I have worked with Ken for many years and my experience has been that he consistently provides solid advice that can be trusted. I enjoy working with him.”

- Jeff Stallings

“Our family has been working with Ken for the last 2 years and he is wonderful trust worthy advisor. He set up our kids accounts and answered all of our questions. Highly recommend!”

- Christie

“Ken Calcutt and his team are wonderful to work with. They are very friendly, professional and great listeners. My husband and I have enjoyed getting to know them and getting their help and advice throughout the years. We would highly recommend them to anyone.”

- Polly G

“The word Trustworthy is what comes to mind. Jay walked us through all of our investment options and is extremely knowledgeable. We have met many advisors in the past and Jay definitely stands out from the crowd.”

- Dr. Joe Messina

“Robert is the extremely thorough and knowledgeable with the ability to make complicated financial information easy to understand. He is able to understand businesses and refines their approach to best suit the company's needs. My husband and I both really enjoy learning from him.”

- Shantal

“I'm a local real estate broker, and Dave Ramsey Endorsed Local Provider. I would refer any of my clients to Ken and Jay at Cornerstone Financial Management for the pure fact that they are educators at heart and not salesmen. They have your best interest with your investments and will be up front and honest. I know first hand since they manage my Mom's retirement, and if they did not, she would probably be living with me. Thank goodness! And of course they are also and Endorsed Local Provide from Dave Ramsey."

- Jesse Grote