Cornerstone Financial Planning, LLC, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 110 individual clients with a remarkable $254,202,000 in assets under management. With three offices, Cornerstone Financial Planning specializes in providing comprehensive financial planning solutions to individuals and families. Although 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. A noteworthy aspect is that 98% of the assets they manage are discretionary, reflecting their clients' trust...