Cornerstone’s collaborative culture supports the greater good as well as their employees and clients through their generous corporate giving program, progressive culture and employee benefits, and their holistic client-focused work in personal finance.

They donate 1% of gross revenue to organizations that strive to effect positive change in the world at large.

Their corporate culture is unique in its integrated collaborative approach to helping financial planning clients as a team, where employees experience mentoring, full engagement, and empowerment as they further develop their careers. They foster openness and honesty and encourage all to have a voice in how they conduct and improve business.

They offer employees progressive healthcare and medical leave benefits, well-being initiatives, and continuing education support.

Cornerstone’s shared value of environmental stewardship runs throughout the firm, via the sustainable practices they employ in the office and home lives, as well as via charitable giving, and investment options.

In every aspect, Cornerstone strives to integrate their values with their work and to be a leader in both word and deed by serving clients sustainably and effectively, to both improve their lives and those of future generations.

Keywords: comprehensive financial planning, objective investment management, socially responsible investing, wealth management, retirement planning, fee-only

Sector: Service with Minor Environmental Footprint
Size: 1-9 employees

B Corp Certified – Impact Score: 88.6