About Cornerstone Financial Planning, LLC
<p>Women-owned and Certified B-Corp™, Cornerstone Financial Planning, LLC brings a fee-only approach to investment advice and financial planning. Founded in 2016, the firm has 7 employees and offices in Portland on Maine’s southern coast and in nearby Portsmouth, New Hampshire, serving clients across the greater coastal Maine–Seacoast New Hampshire region.</p> <p>Cornerstone is a Registered Investment Advisor (RIA) and NAPFA member that works as a fiduciary with a focus on transparency and social responsibility. The team includes CERTIFIED FINANCIAL PLANNER™ professionals, and the firm reported $0.3B in AUM in 2026.</p> <p>For employers, Cornerstone provides 3(21) fiduciary services as part of its work as <a href="/plan-advisors">plan advisors</a>. The firm also handles personal financial planning and ongoing portfolio management, with portfolios built on academic research and optional Socially Responsible Investment (SRI) screens.</p> <p>What sets Cornerstone apart is the combination of fee-only fiduciary advice with Certified B-Corp™ accountability, which appeals to organizations and individuals who want values-aware guidance without commissions.</p> <ul> <li>3(21) retirement plan fiduciary support</li> <li>Investment management and research-based portfolio design</li> <li>Tax strategy coordination and cash flow analysis</li> <li>Insurance reviews, estate planning coordination, and retirement planning</li> </ul>
Website: https://cornerstoneplanning.com/
Founded: 2016
Employees: 7
Office Locations
- Portland, ME (Headquarters)
- Portsmouth, NH
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $336.0M