About Us

We, as a firm, provide knowledge and experience in a breadth of areas including wealth transfer, asset protection, income tax planning, business planning, and insurance planning. We also partner with prominent CPAs, attorneys, and private bankers—as well as our clients’ own advisors—to satisfy our clients’ needs for complex, customized plans that fit their specific objectives.

Our mission is found in our desire to preserve, grow, and manage the wealth of our clients. Our approach is through service; we strive to provide a superior level of service which leads to the goal of enhancing the lives of our clients using the best strategies and solutions available today.

The principal place of business and the state of domicile for Cornerstone Consulting Group,LLC is:
4040 Embassy Parkway, Suite 310
Akron, OH 44333
Phone (330) 665-2376
Fax (330) 670-1081

Disclaimer

Securities and Investment advisory services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA/SIPC. Cornerstone Consulting Group, LLC is independently owned and operated.

Cornerstone Consulting Group, LLC is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.