• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Experience the Difference

    At Cornerstone Wealth Management, from the moment you walk in the door, you are treated like family.

    Meet Your Team
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

By creating comprehensive wealth management plans to guide our clients towards financial freedom, we help them create a work-life balance that prioritizes what is most important to them. Learn More

Risk Management

Our team works together with specialists in high-net-worth insurance and risk management to protect against loss of life for business owners or their partners, loss of income, and other risks to wealth. Learn more

SBA Financing Education

Our team who has SBA financing knowledge works closely with business owners to clarify common misconceptions regarding SBA loans, review the SBA loan process, and help facilitate a transaction that maximizes the value our clients receive. Learn more

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Wealth Management

Our strategy is designed to help business owners and CEOs find clarity and confidence in their wealth management plans. Learn more

Business Liquidity

Is your business your largest asset? At Cornerstone Wealth Management Group, we find that many business owners have a majority of their wealth invested in their business. Learn More

Estate Planning

We work with high-net-worth business owners to formalize an estate plan that minimizes administrative burdens and maximizes the benefit towards the causes you care about. Learn more

Connect with an Advisor

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Personalized Wealth Management

Cornerstone’s mission is helping people live a balanced and fulfilled life. We are a specialized financial lifestyle and wealth management firm in Hagerstown, Maryland, serving entrepreneurs, business owners, executives and their families. For over 20 years our clients have enjoyed our trusted services – helping them find their “True Wealth”, organizing towards their goals and allowing them time for what matters most.

Contact one of our wealth advisors to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Cornerstone Wealth Management Group is headquartered in Hagerstown, Maryland. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Cornerstone Wealth Management Group’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary: May 2, 2016

A trio of concerns conspired against markets and mired the momentum gathered over the past few weeks. Lackluster earnings, weak domestic economic data and a surprise by the Bank of Japan clipped equities in the back half of the week. Read more

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Whitepaper
Finding Business Liquidity Using an Entrepreneur Recapitalization (...

Is your business your largest asset? A 2014 CNBC study revealed that most business owners have 70% of their wealth invested in their firm, with 20% of owners having over 80% of their wealth in their business. This presents several challenges, including increased financial risk and
lack of liquidity.

Download Whitepaper Read more

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Video
2016 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming 2nd quarter. Contact us to speak with a Wealth Advisor.
Read more

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Monthly Newsletter
Monthly Investment Review: March 2016

The first three months of the year saw investors in the US down more than 10%, European investors off more than 13% and Asian investors down nearly 25% in China and more than 21% in Japan. Read more

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Blog
Scott Ford Appears on Business Insanity Talk ...

Segment 5: Scott Ford is the founder and CEO of Cornerstone Wealth Management Group. He is ranked in the top 1 percent of all LPL registered financial advisors.* He was recognized as one of the 20 Rising Stars of Wealth Management by Private Asset Management Magazine. Scott is the author of three books: “Financial Jiu-Jitsu: A Fighter’s Guide to Conquering Your Finances” and “The Widow’s Wealth Map: Six Steps to Beginning Again”. His newest book is “The Sustainable Edge”.

Read more

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Infographic
Back 2 Basics

AMONG ADULTS AGES 25 TO 65:

  1. 50% – Don’t feel they’re on top of their finances
  2. 27% – Don’t know where to start and need more education or information
  3. 15% – Don’t want to deal with their finances because it’s “too overwhelming”

Read more

US News v2
News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

    Blog post
  • Last Chance to File and Suspend Social Security Benefits

    By Scott Ford, founder and CEO of Cornerstone Wealth Management Group

    Legislation was passed and signed into law by President Obama in late 2015 that eliminates several of the Social Security claiming strategies that had been previously employed by married couples. For this reason, it is imperative for married couples to do a complete analysis of their Social Security filing options immediately, before it is too late. The options being eliminated are explained below, including the deadlines for taking advantage of them. They are the file and suspend strategy, the lump sum option, and the restricted application. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: April 25, 2016

    Global markets were mixed last week. Our domestic markets bounced off 2016 highs and the Dow Jones Industrial Average ended the week up 0.6% while the S&P 500 and the NASDAQ Composite were up 0.5% and down 0.6%, respectively. Read more