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® AIF®
Senior Vice President, Investments Complex Manager
Joshua Aylesworth
Joshua Aylesworth, CFP®, CEPA
First Vice President, Investments
Kristin Seed
Kristin Seed
Complex Administrative Manager
Sarah Brown
Sarah Brown
Client Service Associate
Tyler Wieczorek Bio Image
Tyler Wieczorek
Client Service Associate

Information & insight

To convert, or not to convert to Roth IRA – tax is the question

When planning for retirement, it has long been known that taxation is one of many associated mazes.
Retirement & Longevity

Setting 2023 goals for your business? Consider these ideas

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership

The Giving Pledge, enduring generosity and charitable change

Billionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities.
Estate & Giving

Services spending is providing a boost to economic growth

11/18/2022
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Federal Reserve Bank of New York household debt and credit quarterly

11/18/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Markets find reasons for optimism amid volatile performance

11/18/2022
While 2022 has proven challenging for investors, CIO Larry Adam shares why there’s still plenty to be thankful for.
Markets & Investing

Investment strategies this complex
call for those who truly know them CALL ON US FIRST

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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