Who We AreA Trusted Advisor

We are a fiduciary advisor who has discovered a better way to safeguard financial futures and realize dreams.

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Going through a financial planning process, a financial conversation, really helps clarify what matters most to you in life.
— Manisha Thakor, The BAM Alliance
 

We believe in delivering holistic, 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 at Cornerstone Financial Advisors.

We believe that by putting our clients’ interests first, we achieve more together.

Managing wealth isn’t simply about acquiring assets. It’s about you. That’s why our services focus on you: Discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:

Our PrincipalGarth McBride

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After graduating from the University of Nevada-Reno in 1982, Garth McBride became a CPA in 1985 with a focus on client outcomes. While working with clients to improve their financial strength, he grew concerned about their experiences with the wealth management industry. He knew there had to be a better way to address a client's need for a Financial Advisor. 

He knew the answer: wealth management based on a required Fiduciary Standard of care. Garth became an RIA (Registered Investment Advisor) in 2000, working with The BAM Alliance to provide exemplary fiduciary care to his clients. 

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Financial Calm and ConfidenceA Better Way Forward

The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. In this video Manisha Thakor discusses helping clients achieve financial clarity, calm and confidence through the process of true wealth management.

 
 
 
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