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

Tyler Wieczorek

Client Service Associate

Information & insight

The resilience of the U.S. economy: It’s all about employment, and the consumer

05/26/2023

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

What will the Fed’s updated dot plots signal to the market?

05/26/2023

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth.

Family & Lifestyle

Lessons from famous female philanthropists

How we can give big – and be smart about it.

Family & Lifestyle

Will a debt ceiling deal be reached in time?

05/24/2023

As the x-date approaches, Washington Policy Analyst Ed Mills looks at what it'll take to get across the finish line.

Economy & Policy

Navigating employer retirement plans

Know the ins and outs when making a career move.

Retirement & Longevity

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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