Broker Check

Our History

Our founders, Joe Keifer and Greg Shoemaker, came from a large national firm where they learned a great deal – including that their core beliefs were very different from their employer’s. Passionate about providing independent advice and serving clients as if they were family, Joe and Greg established Cornerstone Wealth Management in 2005 to focus their time and energy on providing clear guidance, straightforward communication and transparent fees.

Today, Cornerstone has grown from a handful of advisors to a group of about 90 advisors across 15 states. We’ve helped dozens of advisors transition their business and have built a transition team to provide support throughout the process. As part of the Cornerstone community, our advisors benefit from shared knowledge, guidance and insight on challenges, and a team they can always rely on.

Though Cornerstone has developed into a large organization, the purpose and passion upon which our firm was founded remain the same, as reflected in our mission and values. We invite you to join us in our quest to help clients pursue their goals.


Mission

Our mission is to guide successful families to financial confidence using comprehensive wealth strategies.

Core Values

Integrity: As passionate advocates for our clients, we believe that providing independent, objective guidance is the best way to serve their best interests.

Trust: We build meaningful relationships based on trust to better support the needs, goals and ideal futures of the families we serve.

Clarity: We strive to bring confidence and understanding to our clients’ financial lives through our straightforward approach and clear guidance.

Independence: As independent advisors, we have the freedom to choose the solutions and strategies that can help our clients pursue financial independence.