Cornerstone Investment Services

Cornerstone Investment Services I help clients provide financial independence and retirement plan sponsors better manage their plans

Services

1) Consulting and investment management for company retirement plans like 401(k), 403(b) cash balance plans and nonqualified plans.

2) Investments/money management for individuals on IRAs, trusts, regular brokerage accounts, etc. I have managed investments on a strictly objective, independent, fee-only basis since 1995. I am never compensated on what I recommend and always work as a fi

duciary, putting the best interest of the client 1st.. I continue to do both wealth management for individuals and work with retirement plans and on both serve as an accredited investment fiduciary (AIF). I am highly trained in both disciplines with over 30 years of experience. My goal as president of Cornerstone Investment Services is to serve clients in a way that enables them to provide for their families and/or employees, to work together to build financial independence in a long-term, client-focused relationship of service, wisdom and integrity. I started CIS in 1995 as a fee-only, registered investment advisor (RIA) after 10 years working as a financial advisor for well-known financial firms. I wanted as much as possible to avoid the conflicts of interest that plague the financial services industry. To that end, I sell no products for compensation and accept no commissions or third-party payments. I manage investments and company retirement plans for a quarterly fee as my only compensation. For several years, I have been an Accredited Investment Fiduciary (AIF) and am finishing up the Professional Plan Consultant (PPC) designation. In the past, I have held Series 7, Series 65, real estate and insurance licenses and have both an MBA and seminary degree. Your initial consultation or retirement plan review and benchmarking are free. Contact me at 704-698-1040 or [email protected]

07/22/2025
07/17/2025

Institutions invest far more in alternative investments than individuals do.

07/17/2025

The stock market this year has been fixated on President Trump and his announcements on tariffs. Nothing shows this more plainly than the above chart that

07/17/2025

how do you know if a financial pro is any good?

07/17/2025

There is the strong possibility that people will see inflation like most have not seen in their lifetimes

07/17/2025

It’s Time to Travel Overseas

07/17/2025

Family fights – I still am shocked at how often and how harshly adult heirs in apparently happy families of the deceased fight over assets.

If you don't think this market is all about tariffs, look at the following chart showing the S&P 500 stock market index ...
05/12/2025

If you don't think this market is all about tariffs, look at the following chart showing the S&P 500 stock market index and the dates of tariff announcements of higher tariffs (red) or pauses and deals (green). Note: the chart is my own, Yahoo Finance just shows the index.

Address

3003 Thorndale Road, Indian Trail
Indian Trail, NC
28079

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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