What Cornerstone Capital Group does

Cornerstone Capital Group is an independent, privately held fiduciary financial advisory firm headquartered in Lehi, Utah. Founded in 2017 and operating with 11–50 employees, the firm delivers comprehensive wealth management, financial planning, asset protection, retirement and income planning, tax-efficient strategies, and legacy and estate planning to high-net-worth individuals. Its target segments are explicitly business owners (primary), corporate executives, professional athletes and coaches, and families, with the Athletes & Coaches practice citing the well-documented statistic that 67% of professional athletes face financial hardship within five years of retirement as a wedge into that underserved niche. The firm also offers Health Insurance & Benefits Guidance as an integrated adjunct to wealth planning.

The business is led by three partners — Managing Partner & Co-Founder Roberto Vargas, Partner & Wealth Strategist Jesse Sitterud, and Partner & Business Strategy Advisor Martín Meléndez (a Certified Exit Planning Advisor, CEPA) — supported by three additional client-facing professionals. There is no proprietary technology platform, API, or AI tooling disclosed; the firm operates as a traditional, human-centered advisory practice. Complementary educational offerings include the Wealth Insights newsletter and video library, the 'It Makes Total Cents' family financial literacy event delivered in partnership with author Tom Henske, and a Generational Gifting program delivered in partnership with the Generational Gifting Concept (GGC).

Cornerstone generates revenue through fee-based professional services — most plausibly a mix of AUM-based advisory fees, flat-fee financial planning engagements, and hourly or project-based consulting — with an initial complimentary consultation serving as the entry point. The go-to-market is sales-led and direct, relying on website contact forms, phone, email, content marketing (newsletter, video), community events, and organic social media (Facebook, Instagram, LinkedIn, Google Reviews). There is no evidence of external institutional capital, acquisitions, or geographic expansion beyond the Utah market.

Name

Cornerstone Capital Group

Legal name

Cornerstone Capital Group

Website

https://cornerscg.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Cornerstone Capital Group is an independent fiduciary advisory firm in Lehi, Utah, providing comprehensive wealth management, financial planning, asset protection, and retirement services to high-net-worth business owners, executives, athletes, coaches, and families.

Ownership category

akta.pro rank

Headquarters

HQ city

Lehi

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Fees: Cornerstone Capital Group generates revenue through fee-based financial advisory services. As independent fiduciaries, they provide comprehensive financial planning, wealth management, asset protection, retirement planning, and business planning services. Revenue is likely derived from advisory fees, potentially including AUM-based fees, flat fees for planning services, or hourly consulting arrangements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Cornerstone Capital Group is an independent fiduciary financial advisory firm that provides comprehensive financial planning, wealth management, asset protection, retirement and income planning, business succession planning, legacy and estate planning, and tax-efficient strategies. Services are delivered through direct advisory consultations to high-net-worth individuals including business owners, executives, professional athletes, coaches, and families.

Product overview

Cornerstone Capital Group offers a unified financial advisory platform centered on comprehensive wealth management services. The core offering comprises integrated financial planning, wealth management, asset protection, business planning with CEPA-certified exit planning, retirement and income planning, tax-efficient strategies, and legacy estate planning. Specialized services target Athletes & Coaches and Health Insurance & Benefits. The portfolio includes two educational companion services: Wealth Insights (newsletter and video-based fiduciary education) and the Generational Gifting program. A third educational offering, Total Cents (It Makes Total Cents), is delivered in partnership with Tom Henske and focuses on family financial literacy. The services are coordinated under a single fiduciary approach, integrating protection, growth, and legacy planning into one cohesive strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service providing customized strategies for income, protection, and growth, serving as the foundation for long-term financial success for business owners, executives, athletes, coaches, and families.
• Wealth Management Balancing growth and preservation through evidence-based strategies and fiduciary oversight, coordinating investments, income streams, and tax strategies for high-net-worth clients.
• Asset Protection Strategies Safeguarding client assets through smart structuring, insurance, and risk-management solutions including property and casualty insurance, auto insurance review, home coverage, and umbrella policies.
• Business Planning & Transitions Helping business owners protect assets, optimize cash flow, and plan for succession with support from a Certified Exit Planning Advisor (CEPA), including buy-sell agreements, operating structures, and succession plans.
• Retirement & Income Planning Coordinating investments, income streams, and tax strategies to help clients achieve financial independence and enjoy their desired lifestyle.
• Athletes & Coaches Financial Strategies Customized planning for professionals in competitive sports and leadership roles, helping maximize income, protect assets during high-earning years, and build strategies for long-term financial security.
• Health Insurance & Benefits Guidance Simplifying insurance decisions and integrating health coverage into overall financial plans so protection works hand-in-hand with wealth strategy.
• Legacy & Estate Planning Preserving wealth and passing on values through thoughtful legacy planning that protects what clients have built and creates opportunities for loved ones.
• Tax-Efficient Strategies Working collaboratively with trusted advisors to minimize tax liabilities and maximize financial results through coordinated tax planning.

Quantifiable outcome

• 67% of professional athletes face financial hardship within five years of retirement due to lack of coordinated planning

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Tom HenskecoreStrategic or Co-development PartnerTom Henske is a financial expert and author of 'It Makes Total Sense.' Cornerstone Capital Group partners with him to deliver the It Makes Total Cents event - a one-of-a-kind, hands-on family financial education experience. The partnership brings financial literacy to families through interactive workshops and expert-led panels designed to make money management approachable, engaging, and fun for both parents and kids. Tom Henske's mission is to make talking about money in families approachable, fun, and ongoing.
• Generational Gifting Concept (GGC)coreStrategic or Co-development PartnerGenerational Gifting Concept (GGC) is an educational platform that helps families create meaningful, purpose-driven financial gifts that can benefit multiple generations. Cornerstone Capital Group partners with GGC to help parents and grandparents secure a brighter financial future for their families through structured, lasting gifts. The platform is free, educational, accessible, and actionable - turning family vision into lasting reality.

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the U.S., supporting RIAs and financial advisors serving HNW and mass-affluent clients — establishes competitive context on scale, technology, and advisor support.
• Focus Financial Partners: Partner-owned RIA consolidator with hundreds of affiliated firms — provides capital, technology, and back-office support to independent advisory firms including those serving HNW business owners and athletes.
• Kestra Financial: Independent wealth management platform providing advisory, brokerage, and insurance services to independent advisors serving HNW clients — comparable independent-RIAfirm infrastructure and target market.
• Commonwealth Financial Network: Independent broker-dealer/RIA supporting thousands of financial advisors with comprehensive wealth management services — represents the kind of large-scale platform Cornerstone could partner with or compete against.
• Cetera Financial Group: Independent advisor network supporting financial advisors with wealth management, financial planning, and insurance platforms — relevant comparator on the independent advisor support model.

Direct peers

• Carson Group: RIA platform serving HNW clients with comprehensive financial planning, coaching, and advisor support services — comparable integrated wealth offering and educational content approach.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning, investment management, tax, and exit planning services to HNW individuals and business owners — the closest scaled analogue to Cornerstone's integrated fiduciary model.
• Mercer Advisors: National independent RIA focused on comprehensive financial planning, investment management, and estate planning for HNW households — directly comparable integrated planning offering.
• Edelman Financial Engines: Largest U.S. independent RIA combining wealth management with financial planning; operates a hybrid advisor-plus-digital model and serves a similar HNW persona set as Cornerstone.
• Creative Planning: Fee-only fiduciary RIA delivering comprehensive financial planning, wealth management, and tax services to HNW clients nationwide — comparable business model and service breadth to Cornerstone Capital Group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/cornerscg
• LinkedInlinkedin.com/company/cornerscg
• Instagraminstagram.com/cornerscg/?hl=en
• Xx.com/cornerscg

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cornerstone Capital Group