Cornerstone Professional Advisor Services, LLC is a group of experienced, professional and dedicated Personal Financial Advisors that you've come to know and trust... your CPA, your accountant, your Trusted Advisor.
The financial world has become increasingly complex. The uncertainty of financial markets creates an even greater challenge when it comes to planning for future needs. We CPAs have a natural tendency towards intelligent, objective planning and for providing prudent counsel.
Our goal, always, is to find ways to make things easier for you while helping you achieve your goals. Unfortunately, as CPAs, we all too often see situations where a lack of proper objective planning has caused unnecessary financial and often emotional hardship, when it could have easily been avoided.
David Kelly and Michael Welger are Registered Representatives of and offer securities through SA Stone Wealth Management Inc., member FINRA & SIPC. Cornerstone Professional Advisor Services, LLC is not affiliated with SA Stone Wealth Management Inc. Securities activities are supervised by SA Stone Wealth Management Inc.
David Kelly is licensed for such securities activities for residents of the following states: CA, FL, MD, NC, NY, PA, TX, VA. Michael Welger is licensed for such securities activities for residents of the following states: NY, NJ, FL. SA Stone Wealth Management Inc. is not affiliated with Cornerstone Professional Advisors Services, LLC, and thus, makes no representations or warranties with respect to the contents or accuracy of the information presented by Cornerstone Professional Advisors Services, LLC in this website. SA Stone does not provide tax advice