Financial Advisors in Aiken

Find Your Financial Stride with Financial Planning in Aiken, SC

Main – 803 648-3003
TF – 800 224-1023

At Cornerstone Wealth Advisors, Aiken, we go out of our way to be great neighbors.

Our Commitment to Our Clients

  • As a fiduciary, we will always act in your best interest and remain passionate about helping you achieve financial success.

  • We actively listen to your individual needs in order to provide you with the best possible, personalized solution.

  • We are thorough and conscientious in performing our responsibilities to deliver exceptional service in an efficient and timely manner.

Fiduciary Financial Advisors in Aiken SC - Cornerstone Wealth Advisors (Exterior of Building)

Don’t Just Walk, Stride With Confidence

Take our free evaluation: Cornerstone Financial Stride Assessment and find out how you can walk with greater financial confidence.

Meet the Financial Advisor Team in Aiken, SC

  • Jeff Powell, CFP® - Cornerstone Wealth Advisors Aiken SC

    Jeff Powell, CFP®

    Wealth Advisor, Partner

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  • Rodney Wendt - Wealth Advisor, Financial Planner in Aiken SC

    Rodney Wendt

    Wealth Advisor

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  • Abby Jenkins - CWG Financial Advisors in Aiken SC

    Abby Jenkins

    Relationship Manager

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  • Cindy Meares - Cornerstone Wealth, Financial Planners in Aiken SC

    Cindy Meares

    Director of Tax Services

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  • Stephen Gaskill - Tax Service Director, CWG - Financial Planners in Aiken SC

    Stephen Gaskill

    Assistant Director of Tax Services

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  • Paige Webb, CWG - Fiduciary Financial Planning in Aiken SC

    Paige Webb

    Administrative Assistant

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Learn More About Our Services

  • • Budget and cash flow analysis

    • Budget and goal oriented savings

    • Tax diversified savings strategies

    • Account aggregation

    • Establish net worth

    • Balance sheet

  • • Evaluation of IRAs, Roth IRAs, defined contribution & benefit plans

    • Analysis of retirement plan & pension distribution options

    • Calculate & administer RMD

    • Review of retirement offers from employers

  • • Assistance with estate planning documents

    • Review & make recommendations for account ownership and beneficiaries

    • Education & advice for charitable giving

    • Wealth transfer strategies

  • • Evaluate current coverage

    • Design and implement life, disability & long-term care

    • Review health, property, auto & umbrella coverage

  • • Consolidate and/or aggregate investment accounts

    • Design the proper asset allocation

    • Investment research & portfolio construction

    • Portfolio reviews

  • • Provide tax reduction savings & distribution considerations

    • Tax-efficient investment considerations

In the Community

Join us in our mission to build sustainable community growth and drive meaningful change. Together, we can make a lasting impact that transforms lives and fosters prosperity for all. *Here are some of the organizations we proudly support in alignment with our core values.

Logo of Child Advocacy Center of Aiken County featuring silhouettes of a girl with a ponytail and a boy, with a butterfly above them.
Logo of Megiddo Dream Station with purple and green 'M' and 'V' shapes and a small cross.
Golden Harvest Food Bank logo with a gold and olive green color scheme
Logo of Rotary Club of Aiken with Rotary wheel emblem and text
Logo of Stephen Ministry featuring two people walking on a bridge inside a crosshair design.
A logo featuring a green tree growing out of a gift box, with the text 'The Gifting Tree Foundation' next to it.
Logo for Equine Rescue Aiken featuring a tree and two horses inside a circular design
Logo for Woodside Country Club featuring a stylized bluebird perched on a letter W.
SPCA logo with a dog and cat silhouette and the slogan 'Let Love Live'.
Outline of a leaf with smaller leaves and a stem, with text reading 'Community Care and Counseling of Aiken'.
Logo of Aiken County Public Library featuring three colorful human figures standing on an open book with text around them and beneath.

*Cornerstone Wealth is not directly affiliated with any of these organizations.

Get Started With a 15 Minute Consultation

A woman sitting at a dark wooden office reception desk with a computer, smiling. The desk has patriotic decorations, and the background features a gray wall with a logo, a banner with American flags, and some office supplies.
Empty conference room with five black leather chairs around a black marble table, large window showing trees and buildings outside, wall-mounted monitor on the left, carpeted flooring, and part of ceiling with recessed lighting.
A parking lot with a white car parked, a small pond with a fountain, a wooden bridge, manicured grass, and residential buildings with trees under a partly cloudy sky.

Our Aiken Office