Business Details
19 Years
experience
Your Trusted Partner for Financial Independence
Cornerstone Advisory is a fiduciary-driven financial advisory firm dedicated to empowering clients through personalized wealth management and strategic financial planning. With a combined 190 years of advisory experience and 145 years of client service expertise, we specialize in creating customized investment portfolios aligned with individual goals and values. Our team of certified professionals offers access to institutional-grade investment strategies, alternative assets, and socially responsible investing options while maintaining a rigorous focus on tax efficiency, risk management, and intergenerational wealth transfer.We distinguish ourselves through our commitment to fiduciary responsibility, utilizing advanced wealth forecasting technology and providing comprehensive family office services that address complex financial needs. Our client-centric approach combines proactive portfolio management with collaborative partnerships with legal, tax, and insurance professionals to deliver holistic financial solutions.
Services
Wealth Management
Financial Planning
Investment Management
Socially Responsible Investing
Family Office Services
Estate Planning
Tax Strategies
Retirement Income Planning
Concentrated Position Management
Private Equity Access
Details
- Year established: 2007
Highlights and features
- We operate as fiduciaries legally bound to prioritize client interests
- Our advisors have 190+ combined years of financial industry experience
- Access to alternative investments typically reserved for large institutions
- Dedicated client service team with 145+ years of collective expertise
- Customized reporting through secure client portal with wealth forecasting tools
Services
Wealth Management
Our wealth management services combine personalized financial planning with sophisticated investment strategies tailored to individual goals. We utilize advanced wealth forecasting tools to create dynamic portfolios that evolve with changing life circumstances. Our approach integrates tax-efficient strategies, risk management, and intergenerational wealth transfer planning to help clients achieve long-term financial security.
Financial Planning
We develop comprehensive financial plans addressing retirement income, estate distribution, tax optimization, and legacy goals. Our process begins with detailed client interviews to understand unique circumstances, followed by customized strategy development. We coordinate with legal and tax professionals to ensure holistic solutions that align with both financial objectives and personal values.
Socially Responsible Investing
Our ESG investment strategies align portfolios with clients' environmental, social, and governance values without compromising returns. We offer customized screening processes and impact investing options that reflect individual priorities. Our approach combines rigorous financial analysis with values-based portfolio construction to create meaningful, sustainable investment solutions.
Family Office Services
We provide integrated family office solutions managing complex financial affairs for multi-generational families. Our services include consolidated reporting, trust administration, and coordination of legal and tax professionals. Through secure technology platforms, we offer comprehensive oversight of all assets, including external accounts, to create a unified view of family wealth.
Investment Management
Our active investment management combines traditional and alternative assets to optimize risk-adjusted returns. We employ both passive and active strategies across equities, fixed income, and private markets. Continuous portfolio monitoring and rebalancing ensure alignment with evolving market conditions and client objectives while maintaining strict adherence to fiduciary standards.
People
Tom Biddison
Managing Partner
Fiduciary wealth manager with 30+ years experience in structured investments. Oversees portfolio construction and client relationships. Former AXA Equitable executive. University of Virginia MBA holder. Active in local healthcare philanthropy.
Don Huber
Managing Partner
Specializes in multi-generational wealth planning and real estate holdings analysis. 25+ years in financial services. Focuses on comprehensive legacy planning and complex asset management. Serves on multiple nonprofit boards.
EJ Johnson
Managing Partner
Private fund specialist with 25+ years in alternative investments. Former Bear Stearns executive. Expert in risk mitigation strategies. Active in healthcare and therapeutic riding charities. Oversees staff development programs.
Mike LaVia
Chief Investment Officer
Institutional trader with 25+ years market experience. Director of SRI initiatives. University of Colorado graduate. Behavioral health advocate. Combines macroeconomic analysis with personalized investment education.
Patrick Ryan
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER with RICP designation. 10+ years in comprehensive financial planning. Florida State University graduate. Specializes in retirement income strategies and non-traditional investments.
Questions
How is your firm different from other wealth management firms?
We operate as fiduciaries with exclusive focus on client interests. Clients receive institutional-quality investments, coordinated professional services, and customized reporting through our secure portal.
What types of clients do you typically work with?
We serve high-net-worth individuals, entrepreneurs, executives, retirees, and multi-generational families seeking comprehensive wealth management solutions.
How is your firm compensated?
We charge asset-based fees with no transaction commissions. Our fiduciary structure ensures complete alignment with client interests.
What investment options are available?
We offer traditional portfolios, alternative investments, private equity, structured products, and ESG-screened options tailored to individual risk profiles.
Where are client assets held?
Client funds are custodied at Charles Schwab with full transparency and independent account management oversight.
