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®, CEPA
First Vice President, Investments
Kristin Seed
Kristin Seed
Branch Operations Manager
Sarah Brown
Sarah Brown
Client Service Associate

Information & insight

Sustainable Investing's Global Rise

Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
Markets & Investing

Midyear Rate Review

06/14/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Support Your Long-Term Plan Throughout the Summer

Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.
Retirement & Longevity

Peak Inflation

06/11/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Investment Strategy

06/11/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Sustainable Investing Misconceptions vs. Reality

Set the record straight when it comes to these four common misunderstandings.
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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