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Cornerstone Financial Group
AddedMay 28, 2026
UpdatedMay 30, 2026
Cornerstone Financial Group

Cornerstone Financial Group

Cornerstone Financial Group is a fee-only fiduciary financial planning and investment advisory firm serving individuals and families.

HQ
Omaha, NE, US
Founded
1996
Overview
Analysis
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Employees
Website

Cornerstone Financial Group is an independent fee-only registered investment advisor founded in 1996 in Omaha, Nebraska. The firm provides comprehensive financial planning, investment management, retirement income strategies, tax planning, and estate and legacy planning to individuals, families, and non-profits. Operating as fiduciaries, Cornerstone's CFP® professionals deliver personalized advice without commissions, serving over 300 households nationwide from offices in Omaha, Nebraska and Denver, Colorado.

The firm's team includes founding partner Dave Hoppen, partners Spencer Schwarting and Reuben Brauer, and financial planner Allison Cerven, all of whom hold the CERTIFIED FINANCIAL PLANNER® designation. Cornerstone's approach centers on holistic planning that addresses retirement, investments, tax strategy, estate planning, and charitable giving, with portfolios tailored to each client's specific situation rather than generic allocation models.

Cornerstone Financial Group - Quick Facts

When was Cornerstone Financial Group founded?

Cornerstone Financial Group was founded in 1996.

Where is Cornerstone Financial Group's headquarters located?

Cornerstone Financial Group's headquarters is located in Omaha, NE, US.

How many employees does Cornerstone Financial Group have?

Cornerstone Financial Group has 7 employees as of May 28, 2026.

Cornerstone Financial Group - Classification

Industry
  • Financial Planning
  • Financial Services
Customer
  • Individuals
  • Non-Profits