About Us

Cornerstone Private Advisors is an independent financial services firm based in Vero Beach, Florida with client meeting locations throughout the state. With a combined experience of more than 70 years, our team has the compassion, experience and commitment to service to help you on your journey into and through retirement.

Our firm has evolved in many ways over the past 20 years. We’ve adopted new investment strategies, embraced technological advancements, and have revised our approach to better serve our clients. Through it all, our mission has remained the same: To provide superior service to every person, family and business that entrusts us with their financial well-being, future, and ongoing success. All forged through relationships built on trust, respect and loyalty.