Broker Check

Team

At Cornerstone Wealth Advisors powered by Campbell Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

•Investing principles and strategies
•Retirement investing and distribution strategies
•Estate conservation issues
•Risk management analysis

We also can answer your questions, including:

•Can I retire early?
•Are my investments working hard enough?
•What’s a good approach for college savings?
•What are the elements of a sound estate strategy?
•Do I have enough life insurance for my family?


Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Steve is a Registered Investment Advisor Representative with Securities America. Steve holds the following Securities Licenses: Series 6, 7, 24, 63, and 66. He is also licensed in life insurance, health insurance, and variable...

Read more

Ryan Miracle is a Certified Financial Planner and an Accredited Investment Fiduciary*. His primary focus is on retirement income, comprehensive personal financial and estate planning. A native of the Shenandoah Valley and a graduate of...

Read more

Rita is a Registered Office Assistant, holding a Series 6 Securities License. Rita continues to be a dedicated team member for more than 30 years and is here to assist Steve to service clients, and take care of general office...

Read more

Lisa is also a long-term, dedicated team member and has been here for 28 years now. Lisa brings significant experience in processing new business for Steve and services clients daily too. Lisa resides with her husband, Larry, in...

Read more

Jason Owney

540.256.7395

540.943.2112

Jason joined our team as the Marketing Director in 2013 and focuses on understanding our client's unique interests and needs, and works with a deep desire to provide a high level of service that brings great satisfaction to our clients...

Read more

 

Have A Question?







Thank you! Oops!

Recommended Content

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.