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

Dealing With the Financial Side of Divorce

02/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events

“American Rescue Plan” Includes More Payments to Families

02/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy

Remember: RMDs Waived for 2020, Not 2021

02/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity

8 Essential Documents for Your Estate Plan

02/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving

Stick with Fixed Income

02/22/2021
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

How to Guard Your Nest Egg From “Sequence of Returns” Risk

02/22/2021
Explore strategies for protecting your future spending power.
Retirement & Longevity

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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