A Solid Foundation for your significant financial objectives

REINSURANCE Professionals

Investment management and regulatory guidance for extended service contract funds

COMPANY Retirement Plans

Investment and operational guidance for plan sponsors and participants

INDIVIDUAL Clients

Wealth management for business owners, medical professionals and retirees

Your goals deserve the strength and support of an experienced financial team – planners and advisors with advanced degrees and professional designations who hold themselves to the highest standard when managing the investments of the institutions and individuals they serve. Welcome to Cornerstone Financial Consulting of Raymond James, where every action is weighed with your best interest in mind.

Our Team

Robert Burghart
Robert W. Burghart, MBA, CIMA®
Senior Vice President, Investments Complex Manager
Joshua Aylesworth
Joshua Aylesworth, CFP®
First Vice President, Investments
Kristin Seed
Kristin Seed
Branch Operations Manager
Sarah Brown
Sarah Brown
Client Service Associate

Information & insight

Weekly Investment Strategy

09/25/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

D.C. Heats up as Debates, Federal Funding Deadline Loom

09/24/2020
How close is Congress to passing another relief deal? “Not very,” says Washington Policy Analyst Ed Mills. “We need some sort of breakthrough on what looks like an impossible situation right now.”
Economy & Policy

Historically, Corporate Tax Raises Haven’t Stunted Markets

09/24/2020
While a higher corporate tax rate could dent earnings by 10% in the year of implementation, it wouldn’t necessarily end the current bull market, notes CIO Larry Adam.
Markets & Investing // Economy and Policy

The Candidates’ Takes on Infrastructure Investment

09/24/2020
Trillion-dollar plans with contrasting approaches.
Economy & Policy

Trade, Tariffs and the U.S. Election

09/23/2020
How might the presidential election results impact U.S. trade? Find out.
Economy & Policy

Deciphering Trump’s and Biden’s Tax Talk

09/23/2020
Explore what the U.S. election might mean for your taxes.
Economy & Policy // Tax Planning

Investment strategies this complex
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