The BAM ALLIANCE (BAM)
Cornerstone Financial Advisors is a member of the BAM ALLIANCE. The BAM ALLIANCE is a community of more than 130 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:

• We believe in delivering unbiased, transparent, evidence-based advice.
• We believe every investor is unique — requiring custom, comprehensive wealth management solutions.
• We believe that doing what’s best and doing what’s right should be one and the same.

Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works within the BAM ALLIANCE. We believe that by putting our clients’ interests first, we achieve more together.

Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 15,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $17 billion of collective assets as of September 30, 2012.

Dimensional Fund Advisors (DFA)
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.

Fidelity

Strategies to help you build your portfolio — use our tools and insights to help you invest or let us do it for you.

Alliance Partners
Alliance Partners is an innovative, full-service health benefit plan administrator that services self-funded businesses in Greater Cincinnati.