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Cornerstone Advisors was founded almost 40 years ago for the purpose of helping entrepreneurs and families with exceptional wealth navigate the unique and complex issues encountered in making financial decisions regarding their assets. We work with entrepreneurial business owners who have unique objectives and corresponding challenges.






Cornerstone Financial Consultants, Ltd. is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Securities Offered Through M Holdings Securities, Inc.
A Registered Broker/Dealer, Member FINRA/SIPC
Investment Advisory Services Offered Through Cornerstone Financial Consultants, Ltd.
Cornerstone Financial Consultants, Ltd. dba Cornerstone Advisors is independently owned and operated.
Cornerstone Financial Consultants, Ltd. and their registered representatives are presently licensed to sell securities products in PA, DC, MA, MD, VA, & NC.
Residents of other states should consult with a local registered representative for securities products. Proper state registration is mandatory prior to conducting business in any state.