Take A Look At The Following 

March 2024



Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

TAILORED FOR YOU

OUR 3-STEP PLAN

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Cornerstone Wealth Advisor Group plan, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

Words of Wisdom

“Our goal is to help you manage your finances so you can pursue your goals.”

- Stephen J. Campbell | Founder

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Stephen Campbell

Stephen Campbell

President

(540) 942-1703

(540) 943-2112

Lisa Thompson

Administrative Assistant

(540) 942-1703

(540) 943-2112

Rita Colvin

Administrative Assistant

(540) 942-1703

(540) 943-2112

Jeff Arey

Jeff Arey

LPL Investment Advisor Representative

(540) 292-9605

(540) 943-2112

Andrew Kester

Andrew Kester

LPL Investment Advisor Representative

(540) 448-3677

Schedule a Meeting Today

Thank you!
Oops!