• 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.

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  • Process-Driven

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

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Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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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


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

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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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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

How Will the Election Affect Markets?

Scott Ford, founder and CEO of Cornerstone Wealth Management Group

The presidential election always makes for an exciting year, but this election season has been a particularly wild ride. The election is right around the corner and regardless of who wins we’re sure to see significant changes, from healthcare reform to immigration policies. Naturally, investors are concerned about what’s in store for the markets post election day. Read more

Market Commentary
Weekly Market Commentary October 17, 2016

Markets across the world retreated last week, giving up some of their year-to-date gains. Domestically, all three of the major indices closed last week in the red with the NASDAQ Composite the clear underperformer at -1.46% for the week. Read more

2016 4th Quarter Outlook Video

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

Monthly Newsletter
Monthly Investment Review: September 2016

Reviewing our domestic markets for September, large-cap equities struggled with the Dow Jones Industrial Average and S&P 500 Index ending the month down 0.5% and 0.12%, respectively. Read more

US News v2
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • What is Your Family Benchmark?

    Scott Ford, founder and CEO of Cornerstone Wealth Management Group

    How fast would your investments need to grow over the next 10 years to allow you to reach your financial goals? Would they need to grow by 2% or closer to 8%? How likely are your current investments to hit that mark? Read more

    Weekly Market Commentary
  • Weekly Market Commentary October 10, 2016

    Global markets were generally down last week with European equities the clear underperformer. The MSCI Europe Index fell 1.36% last week, sliding further than the -0.34% posted by the MSCI All Country World Index ex-USA, an index that tracks both emerging and developed international markets. Read more