Cornerstone Capital Advisors

Cornerstone Capital Advisors (CRD# 107230) is a financial advisory firm headquartered in Uniontown, OH. They manage $534,417,264 in 1,611 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    534
    MILLION
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $331,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, OH, SC, TX

Financial Advisors at Cornerstone Capital Advisors
Showing 1 - 9 of 9 top financial advisors.
1
Lisa G. Hay
CRD#: 6277358
1640 Corporate Woods Circle, Uniontown, OH 44685
100
Wealthminder
score

Lisa Hay CFP®, CPA, is a Lead Advisor with Cornerstone Capital Advisors, an independent, fee-only Financial Planning and Investment Advisory Firm. 

Lisa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first.

Lisa helps bring clarity to the complex world of investing, taxes, estate planning, retirement and other life and career transitions.  By taking a holistic approach to wealth management, Lisa coordinates all of the different pieces of your financial puzzle – delivering the confidence and peace of mind that comes from having a plan in place.

Lisa is a problem solver.  Utilizing her years of experience as a CPA, she provides integrated tax-savvy solutions for her clients' wealth management needs in areas such as retirement withdrawal strategies, Social Security planning, and charitable giving. Nearly every aspect of financial planning and investing has tax implications, yet most wealth management firms do not have the expertise to integrate the many crucial considerations. 

Lisa truly cares about her clients – not just their money, but their well-being and fulfillment in life.  Limiting the number of people she works with allows Lisa to give each client the attention and care they deserve.  She is committed to taking the time to listen carefully to understand what is really important to you: aligning your financial goals and decisions to help you achieve your most cherished life and legacy goals. 


In addition to her passion for making a difference in client’s lives through her professional endeavors, Lisa is actively involved in community and church affairs. She and her husband serve as Marriage Mentors to engaged and newly married couples, and Lisa serves on the leadership team of the Generous Life Ministry at her church. 

As a passionate advocate of consumer financial education, Lisa has authored numerous books on financial topics related to personal financial management and retirement planning.

 


 

2
Nathan J. Bopp
CRD#: 3250005
1640 Corporate Woods Circle, Uniontown, OH 44685
96
Wealthminder
score

Nathan Bopp (CRD# 3250005) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has over 16 years of experience in the finance industry. Nathan Bopp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mario C. Giganti
CRD#: 3133334
1640 Corporate Woods Circle, Uniontown, OH 44685
96
Wealthminder
score

Mario Giganti (CRD# 3133334) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has over 17 years of experience in the finance industry. Mario Giganti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Daniel M. Amiot
CRD#: 5421357
1640 Corporate Woods Circle, Uniontown, OH 44685
93
Wealthminder
score

Daniel Amiot (CRD# 5421357) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has over 8 years of experience in the finance industry.

5
Mark W. Fearigo
CRD#: 4347796
1640 Corporate Woods Circle, Uniontown, OH 44685
90
Wealthminder
score

Mark Fearigo (CRD# 4347796) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has 1 year of experience in the finance industry. Mark Fearigo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Glen B. Hahlen
CRD#: 5919537
1640 Corporate Woods Circle, Uniontown, OH 44685
90
Wealthminder
score

Glen Hahlen (CRD# 5919537) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has 1 year of experience in the finance industry. Glen Hahlen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Amanda K. Lyons
CRD#: 5544774
1640 Corporate Woods Circle, Uniontown, OH 44685
90
Wealthminder
score

Amanda Lyons (CRD# 5544774) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has over 5 years of experience in the finance industry.

8
Mark A. Muntean
CRD#: 5479667
1640 Corporate Woods Circle, Uniontown, OH 44685
90
Wealthminder
score

Mark Muntean (CRD# 5479667) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has 1 year of experience in the finance industry. Mark Muntean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brenda L. Winslow
CRD#: 2842055
1507 Boettler Rd Suite G, Uniontown, OH 44685
87
Wealthminder
score

Brenda Winslow (CRD# 2842055) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has 1 year of experience in the finance industry.

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