• We build
    true wealth

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

    Explore our approach
  • 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.

    Learn more

Discover the right investment strategy for you.

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

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

0-2% 2-4% 4-6% 6-8% 8% +
Next

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

home_chart

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

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

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.

Read more

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.

Read more

Our Location

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

Read more

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

053116 feature
Market Commentary
Weekly Market Commentary May 31, 2016

The domestic and international markets were broadly up, primarily driven by the boost in oil prices late last week. The S&P 500 and Dow Jones Industrial Average posted a 2.28% and 2.13% return, respectively, while the tech-heavy NASDAQ Composite bested both, returning 3.44% to investors. Read more

risk vs reward
Blog
Passive vs. Active Investing

Published by Rob Furlong and the Carson Institutional Investment Committee

One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years. Read more

Family-Index-Whitepaper
Whitepaper
Do You Know Your Family Index Number?

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. At Cornerstone Wealth Management Group, we believe advancing and protecting a lifetime of wealth requires a personalized and focused approach that begins with determining your Family Index Number—the individual rate of return you need to achieve your goals and objectives with confidence.

Download Whitepaper Read more

Picture1
Video
Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.
Read more

HBM-logo
News
What if You Could Cash Out of ...

By Scott Ford for Home Business Magazine Online – May 10, 2016

Is your business your largest asset? A 2014 CNBC study revealed that most small business owners have 70% of their wealth invested in their businesses, with 20% of owners having over 80% tied up in their firm. What if you could take considerable cash from your business to live your life the way you want to now, instead of waiting for retirement? Read more

Monthly Newsletter
Monthly Investment Review: April 2016

As it turns out, there weren’t too many April “showers” last month. US investors saw the Dow Jones Industrial Average and the S&P 500 turn positive while the tech-heavy NASDAQ Composite still remains negative for the year. Read more

Screen Shot 2016-02-29 at 3.48.25 PM
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

    Blog post
  • Scott Ford Appears on Business Insanity Talk Radio with Barry Motz

    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

    Weekly Market Commentary
  • Weekly Market Commentary: May 23, 2016

    Markets were mildly up last week as investors departed from the previous week’s selling. Europe was skittish and Asian markets continued in the same direction as the week before with Chinese equities down slightly and Japanese stocks up nearly 2% (NIKKEI 225). Read more