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 W. Burghart, MBA, CIMA^® AIF^®

Senior Vice President, Investments Complex Manager

Joshua Aylesworth, CFP^®, CEPA

First Vice President, Investments

Kristin Seed

Complex Administrative Manager

Sarah Brown

Client Service Associate

Information & insight

Tax Provision Draft Offers Starting Point for Final Details

09/16/2021

Washington Policy Analyst Ed Mills outlines key components of the initial reconciliation package draft.

Economy & Policy

Is It Time for a Change of Plan?

Medicare open enrollment provides the opportunity to pair coverage with life’s changes.

Retirement & Longevity

Webinar Replay: A September to Remember?

09/14/2021

Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing current market conditions.

Markets & Investing

Review RMDs, Gauge Capital Gains and Fight Fraud This Fall

Review your retirement and investment accounts, monitor for fraudulent activity and reflect on your financial plans as the new year approaches.

Retirement & Longevity

Monthly Recap

09/13/2021

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Make Lasting Memories by Savoring Life's Simple Joys

While extravagant vacations are great, you don't need to spend a lot of money to make meaningful memories with your loved ones.

Family & Lifestyle

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2021 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use