About Us
A Generational Firm With a Legacy of Care
Based in Atlanta, Georgia, Cornerstone Private Client Group began as a father-son team with a shared belief: financial advice should be personal, not product-driven. From day one, our firm has focused on building deep relationships, guiding clients through every life stage with integrity, and delivering hands-on investment management—not outsourcing it. That commitment to care, clarity, and long-term impact is still what sets us apart today. At Cornerstone, wealth management is not just about the numbers. It’s about helping you enjoy your life and lay the foundation for a lasting legacy.
We’re Built on Integrity and Focused on You
As fiduciaries, we’re committed—legally, ethically, and personally—to putting your best interests first. More than just a standard we follow, operating as fiduciaries is a core value we live by. Every recommendation is tailored to your needs and grounded in transparency, honest guidance, and the kind of genuine care that defines lasting relationships.
We Coordinate Everything—So You Don’t Have To
We take an integrated approach to managing your wealth—considering investments, taxes, estate plans, insurance, and more—so every piece supports the next. This holistic view helps bring clarity, coordination, and confidence to even the most complex financial situations.
Our Foundational Principles
Our core values are not simply ideas we aspire to. They are the foundation of how we work. They underpin and shape every conversation, every recommendation, and every relationship we build with the people and families we serve.
Integrity
First
We are fiduciaries, and that means something to us. Every decision we make is driven by what is best for our clients, not for us. Trust is the foundation of every relationship.
Integrated
Approach
We take a holistic approach to wealth management. By coordinating all aspects of a client’s financial life, we ensure that their wealth serves them efficiently today and for generations to come.
Active Portfolio Management
We don’t hand investment decisions off to third-party managers. We personally manage every dollar in-house to adapt to market shifts, mitigate risk, individualize recommendations, and capitalize on opportunities.
Legacy
Focused
We believe wealth is more than numbers—it’s about purpose, impact, and passing on closely-held values to future generations. Our clients benefit from an integrated process designed to make this a reality.
Meet Our Experienced Team
We’re more than financial advisors—we’re partners. With deep expertise as investment specialists and a commitment to long-term relationships, we guide clients through every stage of life with clarity, care, and consistency.
Partner With a Hands-On Investment Specialist
You deserve a financial partner who listens first, plans thoughtfully, and puts your best interests at the center of every decision. Let’s talk about how we can help you pursue your goals, together.
Our Strategic Partnerships

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Who We Work With
We serve individuals, families, corporate professionals, executives, and educators who value thoughtful, personalized guidance for every life stage.
Our Approach
At Cornerstone Private Client Group, our integrated, legacy-minded approach helps simplify your wealth so you can move forward with confidence.
Contact Us
If you have questions or are ready to talk, our Atlanta-based financial advisors are here to listen and help—reach out anytime to start the conversation.