Expert Financial Planning
Delivered by a Caring & Committed cfp^® Team

Managing money is about more than numbers. Your financial plan is your legacy, your blueprint, and your look toward the future – for you, for your family, and for your goals. You deserve a long-term partner who understands your unique vision and removes the guesswork. We’re here to meet every what-if and what-now with steady guidance – so you can focus on building a life and legacy you’re proud of.

Rocky Maine coastline at sunrise, symbolizing Cornerstone Financial Planning’s trusted guidance in Portland, ME & Portsmouth, NH.

Portland, ME & Portsmouth, NH
Wealth Management with Care, Clarity, & Confidence

Cornerstone financial advisors providing collaborative, client-focused wealth management support.

Women-Owned & Led

Financial planning shaped by real life, real values, & a more thoughtful way of doing business.

Independent Investing Tailored to You

As an independent firm, we build portfolios based on research-backed strategies – not what benefits a parent company.

Woman sailing on open water, representing clarity and confidence in financial planning goals.

Grandfather teaching two young children to fish by the water, representing Cornerstone Financial Planning’s focus on family values, legacy, and long-term financial guidance.

Fee-Only Fiduciary Financial Services

Transparent advice with no pressure or hidden fees – just straightforward financial guidance that benefits you.

Intentional Client Base for Meaningful Relationships

We always take an intentional approach. That means you can count on dedicated attention, clear communication, and the goal of a rewarding, long-term partnership.

Friends celebrating with wine, reflecting meaningful financial planning for life’s milestones and relationships.

Colorful lobster buoys on a Maine dock, reflecting Cornerstone’s coastal community roots and local financial support.

Local Financial Support
in Portland, ME & Portsmouth, NH

Proudly serving our local areas and beyond with empathy, transparency, and lasting client partnerships.

Proud Certified 
B-Corporation^TM

Committed to higher standards of social and environmental responsibility for the benefit of our clients and the greater community.

Member of the National Association of Personal Financial Advisors (NAPFA) — a network of fee-only financial planners committed to transparency, fiduciary guidance, and the highest standards of professional excellence.

We don’t earn commissions; that means our advice is always straightforward, transparent, and in your best interest.

We are a Certified Financial Planner™ team – a trusted designation backed by rigorous training, strict certification, and ethical standards.

Snow-covered mountains and pine trees, representing preparation, resilience, and thoughtful financial planning for every season of life.

Classic convertible car with surfboard, symbolizing financial freedom and achieving lifestyle goals through wealth planning.

Working Together to Achieve Your Goals

Your goals are our goals. Your success is our success. After many years of sharing our wisdom with people from all walks of life, we've found that by focusing on your financial goals and helping define your plans for the future, you gain confidence in achieving the outcomes you expect. Our relationship with you is the cornerstone of our business as we act first and foremost on your behalf, working together to achieve financial peace of mind.

Helping You Put Your Money Where Your Values Are

We believe financial planning is most powerful when it reflects what matters to you – in numbers and in purpose. That’s why our core values are helping you invest, manage, and plan in ways that align with your unique goals, passions, and vision.

clarity

partnership

integrity

Cornerstone Financial Planning women-led team collaborating with colleagues in Portland, ME office.

The Dedicated People Behind the Financial Planning

Real People. Real Values. Real Partnership.

Our team is more than a list of credentials – we’re thoughtful listeners, skilled professionals, and purpose-driven humans who care about your goals. Our caring and knowledgeable advisors are committed to offering transparent feedback, taking collaborative approaches, and answering every question on your list. Get to know the team here to support you through every stage of your financial journey.

Meet Your Team

Rocky Maine coastline with evergreens and clear blue water, symbolizing Cornerstone Financial Planning’s rooted, local approach and clarity in financial guidance.

Making a Meaningful Difference Beyond Market Impact

Talking the talk is easy; walking the walk is what shows you who a business truly is. We’re driven by a genuine commitment to positive impact through the choices we make, the causes we support, the hours we volunteer, and the way we invest.

See Our Positive Impact

Expert Financial PlanningDelivered by a Caring & Committed cfp® Team

Portland, ME & Portsmouth, NHWealth Management with Care, Clarity, & Confidence