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

Five habits of 401(k) millionaires

Although a million dollars may seem like a daunting figure, especially if you haven’t been diligent about saving, there’s good news: you don’t have to make $1 million to save $1 million.
Retirement & Longevity

2023 Outlook: The evolution of markets [INFOGRAPHIC]

01/24/2023
Review this visual summary of the Raymond James Investment Strategy Committee’s outlook for investors in the coming year.
Markets & Investing

Making a nonfamily successor the head of the family business

Setting expectations and redefining roles can ease a leadership transition.
Business Ownership

Did you know 529s are powerful estate planning tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle

Investing with a flat yield curve

01/23/2023
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Tempted by the van life? Weigh these logistical trade-offs

What to consider if the van life is calling to your inner nomad.
Family & Lifestyle

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

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