Cornerstone Financial Consultants, Ltd. (Cornerstone Advisors)

Cornerstone Advisors is a consulting firm dedicated to helping privately held businesses, particularly family-owned enterprises, achieve long-term endurance. Headquartered in Allentown, Pennsylvania, the firm focuses on integrating strategy, people, and wealth transfer to ensure business continuity and success across generations.

The firm offers a suite of services designed to support business owners, including wealth planning and transfer strategies, business acceleration guidance, and human capital development. These services aim to help companies identify their current position, define future goals, and implement strategies for growth and preservation.

Cornerstone Advisors emphasizes a data-driven approach to protect and enhance client businesses, fostering strong relationships built on communication and stewardship. While affiliated with M Financial Group for certain securities and investment advisory services, Cornerstone Financial Consultants, Ltd. operates as an independently owned entity.