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.
