Cornerstone Wealth Management Partners, PC - LPL Financial

Cornerstone Wealth Management Partners, PC - LPL Financial Financial advisor serving Kalispell, Montana, and beyond with comprehensive financial services.

Financial advisor serving Kalispell, Montana and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance. Mission Statement
We will make a positive difference in each of our client’s lives by guiding them as they work towards their financial dreams. Vision Statement
We will strive to create a financial plan for each of our clients that will form the “Cornerstone” of a successful life journey. Value Proposition
We are passionate about helping our clients plan for the dreams and goals that are most important to them and helping them live their lives with confidence. Don Rich holds several degrees including:
College for Financial Planning
Master of Science (M.S.)Field Of StudyPersonal Financial Planning
2009 – 2011


College for Financial Planning
Certified Financial Planner
Financial Planning and Services
1994 – 1997


University of Arizona
Master's degree
Field Of StudyAthletic Training/Trainer
National Athletic Trainer's Association Certified Athletic Trainer
1977 – 1978


Montana State University-Bozeman
Bachelor of Science (B.S.)Field Of StudySecondary Education, Physical Education, General Science
1973 – 1977


Northern Montana College
General Studies
1971 – 1972

Donald Rich is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.cornerstone-wealth.com.

Financial Planning Month is the perfect time to focus on your future. The first step? Get organized. Understanding your ...
10/05/2026

Financial Planning Month is the perfect time to focus on your future. The first step? Get organized. Understanding your finances today can help you make more confident decisions tomorrow. 💡📑

This Breast Cancer Awareness Month, we stand with those who have faced a breast cancer diagnosis, honor survivors, remem...
10/02/2026

This Breast Cancer Awareness Month, we stand with those who have faced a breast cancer diagnosis, honor survivors, remember loved ones, and support the families and caregivers who walk alongside them. Early detection saves lives. 🩷

Another milestone in Don's professional journey. 🎉 On September 22, 1978, he graduated from the College for Financial Pl...
09/22/2026

Another milestone in Don's professional journey. 🎉 On September 22, 1978, he graduated from the College for Financial Planning by earning his Certified Financial Planner certification.

A commitment to education and professional development has always been a cornerstone of the guidance and service Cornerstone provides to clients. We're proud to celebrate this important achievement and the lasting impact it has had on the firm's approach to financial planning.

Happy National Dog Week! 🐾 Whether they're joining us for a walk, keeping us company at home, or greeting us at the door...
09/21/2026

Happy National Dog Week! 🐾 Whether they're joining us for a walk, keeping us company at home, or greeting us at the door, dogs have a special way of making every day a little brighter.

Happy First Day of Fall! As the seasons change, it's a great time to reflect on your goals, revisit priorities, and prep...
09/20/2026

Happy First Day of Fall! As the seasons change, it's a great time to reflect on your goals, revisit priorities, and prepare for what's ahead. 🍂🍁

September is also Prostate Cancer Awareness Month! Join us in raising awareness about the importance of education, regul...
09/18/2026

September is also Prostate Cancer Awareness Month! Join us in raising awareness about the importance of education, regular screenings, and proactive health conversations.

Address

60 Four Mile Drive, Suite 9
Kalispell, MT
59901

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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