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More Support For Our Clients: Cetera Financial Group

Alongside the Cornerstone Advisers team, our clients have some of the brightest minds in the financial services industry working alongside them.

Our broker-dealer, Cetera Financial Specialists, is one of the premier broker-dealers in the industry, and is a member of the Cetera Financial Group network of firms. Cetera’s network of people and resources help us pursue your unique goals and vision for the future. Their team of experts provides Cornerstone Advisers with state-of-the-art tools and technology to help prepare for life and meet your financial goals.

Along with helping us run an efficient business so we can spend more time serving you, Cetera’s partnership with Dimensional Fund Advisors allows us to offer one of our most exceptional financial strategies, Portfolio Advisory Services, to our clients, that helps us to approach financial goals with a long-term, diversified, and balanced solution.

Cetera’s research, due diligence and insight helps us as we guide you through all the uncertainties that come with living in today’s environment, and their compliance oversight allows us to remain aligned with the rules and regulations of FINRA and the SEC.

You can learn more about Cetera Financial Specialists by visiting their website. To learn more about the Portfolio Advisory Services program, you can read about the program's philosophy or watch this short video.