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

The Psychological Side of Spending Your Retirement Savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity

Uninvited Guest Spooks Holiday Markets

11/30/2021
Volatility jumped at the end of November after a month of largely positive fundamentals.
Markets & Investing

Ten Reasons to Be Thankful For Bonds

11/29/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

“No Kids” Shouldn't Mean “No Estate Plan”

Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving

Interest Rate Headwinds…a Tenacious Gust

11/22/2021
Doug Drabik discusses fixed income market conditions and offers insigh...
Markets & Investing

House Passes Reconciliation Bill - What's Excluded?

11/22/2021
Washington Policy Analyst Ed Mills details notable exclusions and next steps for the legislation.
Economy & Policy

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

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