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

With “Business as Usual” Gone, Leaders Lean Into Technology

08/06/2020
For business owners, staying flexible and future-focused can help retain talent and promote productivity in this challenging environment.
Business Ownership

Revive Your Retirement Savings

08/05/2020
11 ways to step closer to the future you envision.
Retirement & Longevity

Is It Time for a Change of Plan?

08/04/2020
Medicare open enrollment provides the opportunity to pair coverage with life’s changes.
Retirement & Longevity

Your Post-CARES Act Guide

08/03/2020
Explore the act’s impact on year-end planning.
Retirement & Longevity

Second Quarter GDP Reflects Early Pandemic Response

08/03/2020
The latest GDP figures show the worst single-quarter U.S. economic contraction in over 70 years.
Markets & Investing

COVID-19 360: Webinar Replay

08/03/2020
Chief Investment Office Larry Adam and other Raymond James investment thought leaders hosted an informational event discussing the impact of the coronavirus on the markets.
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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