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Thursday, April 11, 2019

Cornerstone Wealth Management is hosting advisors for a special event on Wednesday, April 24. We invite you to join us to learn more about joining our community as an independent advisor and then join us in a private suite to cheer on...

 

Tuesday, April 9, 2019

Chris Swenson, CFP®, became an independent advisor in 2013 after almost 20 years in the corporate financial world. He never thought he’d leave his firm, but this is the story of why he felt compelled to move into private...

 

Wednesday, March 27, 2019

Dean Millonas became an independent advisor in 2010, after years with a wirehouse that had gone through several acquisitions. This is the story of how he knew it was time to make a change and what he’s learned over the past nine...

 

Monday, March 18, 2019

Many financial advisors are deciding to be independent these days – you might even know a colleague or friend who has already moved to private practice. Independence offers plenty of advantages; some are obvious (like a higher...