We Help Build Futures So you can

Each of us is different, with a unique vision for the future. No matter how you envision your future, Cornerstone Financial Group can help you get there.

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What We Do

Simple and Clear Financial Strategies Built Around Your Lifestyle

If you're like many of our clients, you live an active lifestyle that doesn't leave much time for financial planning. At Cornerstone Financial Group, we offer a number of financial planning services to help you achieve your short- and long-term financial goals – so you can get back to doing the things you love.

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investment management

We build disciplined investment plans, so you can achieve the life you've always wanted.

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Retirement Planning

Our retirement plans are built around your unique lifestyle and personal retirement goals.

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Risk Management Planning

We develop a risk protection strategy to safeguard your family against potential financial risks.

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Business Succession Planning

Our business succession plans help businesses prepare for a smooth transition in leadership.

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About us
Giving Individuals, Families, and Businesses the Tools They Need to Succeed
For over two decades, Cornerstone Financial Group has proudly served the people of Wisconsin's Fox Valley, helping our clients work towards their financial goals and aspirations. Our approach to financial planning is all about #buildingfutures – whether that means purchasing a new home or saving for retirement.
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Our Locations

Personalized Financial Planning Services in a City Near You

The Cornerstone Financial Group currently has offices in three locations:

Fox Valley
Looking for financial planning services in the Fox Valley? Check out our Appleton office location.
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Algoma, WI
If you're a resident looking for financial services in or around Algoma, Wisconsin, contact our Algoma office.
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Florida Gulf Coast
Searching for financial services in the Florida Gulf Coast? Consider working with our St. Petersburg office.
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Financial Calculators

Tools for Crunching Numbers

We Help Build Futures So you can

What We Do

investment management

Retirement Planning

Risk Management Planning

Business Succession Planning

About us

Our Locations

Fox Valley

Algoma, WI

Florida Gulf Coast

Financial Calculators

mortgage calculator

retirement calculator

compound return calculator