Cornerstone Wealth Management™ is a passionate team of independent, seasoned investment professionals based in the Midwest. Since our inception in 2005, we have seamlessly transitioned more than 125 financial advisors and teams to independence who have the shared desire to better serve their clients.

Advisors who partner with Cornerstone are passionate about providing objective financial guidance, and possess an entrepreneurial spirit, a growth mindset, and a holistic wealth planning approach. We offer you a proven path for transitioning to independence or enhancing your existing private practice that simplifies the complexity of your success.

With Cornerstone, you are never truly alone and you will always have the flexibility to customize your business in any way you want. Our goal is to provide support when you want it, so you can spend more time with your clients and your family.

Our culture is: 

 

Collaborative

We strive to make deliberate connections to mentor and coach one another, as well as to regularly share resources, ideas, and best practices.  

Entrepreneurial

We share a common entrepreneurial spirit and passion that drives the growth of our businesses.

Connected

We have a distinctly energetic, close-knit community that cares about supporting each other and our clients. 

 

 

 

Our Advisor-Focused Team

Our advisors have an average of 19 years of professional investment experience in the financial services industry, and we share that expertise with our advisors to help them reach their business goals.

Managing Partners

Compliance

Investment Team

Liyin Bao | Portfolio Manager | Cornerstone Wealth Management

Liyin Bao CFA

Portfolio & Program Manager, Cornerstone Wealth Management
LPL Operations Manager

Operations

Recruiting

Coaching

Cornerstone Wealth Management™ works in partnership with LPL Financial, the nation's largest independent broker-dealer*, which offers our advisors countless resources and opportunities for continued business growth and success. In addition to our internal support, LPL allows us to provide our advisors with even more ideas, tools, and practices for streamlining their business. 
 

ABOUT LPL FINANCIAL

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets it serves, supporting more than 23,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. LPL is committed to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, LPL focuses on taking care of its advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)