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

Information & insight

S&P 500, NASDAQ Set Seven New All-Time Highs in July

08/02/2021
Optimism around GDP growth, employment and earnings has, for now, outweighed worries related to COVID-19 variants.
Markets & Investing

Surprise? Not Really...

08/02/2021
Doug Drabikl discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Single Parent? Formalize Your Estate Intentions

Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving

Weekly Market Snapshot

07/30/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Weekly Market Guide

07/30/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Weekly Investment Strategy

07/30/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

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

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