# Cornerstone Financial Planning, LLC
Source: https://planprovider.pro/provider/cornerstone-financial-planning-llc

> Women-owned and Certified B-Corp™, Cornerstone Financial Planning, LLC brings a fee-only approach to investment advice and financial planning. Founded in 201…

Retirement Plan Advisor

Portland, ME

## 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/](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

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