Financial Advisors in Aiken, SC

Do You Have Financial Questions?

Main – 803 648-3003
TF – 800 224-1023

In uncertain times and a volatile market, Cornerstone is here to answer your questions.

Submit your questions and a get an honest response from a Cornerstone financial advisor.

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.

A two-story brick building with a balcony, trees, a parked silver car, sidewalk, and a handicap parking space under a partly cloudy blue sky.

Meet the Financial Advisor Team in Aiken, SC

  • Jeff Powell, CFP®

    Jeff Powell, CFP®

    Wealth Advisor, Partner

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  • Rodney Wendt

    Rodney Wendt

    Wealth Advisor

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  • Abby Jenkins

    Abby Jenkins

    Relationship Manager

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  • Cindy Meares

    Cindy Meares

    Director of Tax Services

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  • A man with glasses, short brown hair, and a goatee smiling, wearing a navy blazer and light blue dress shirt, standing against a beige wall.

    Stephen Gaskill

    Assistant Director of Tax Services

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  • Paige Webb

    Paige Webb

    Administrative Assistant

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Learn More About Our Aiken Services

Comprehensive Financial Planning

• Budget and cashflow analysis

• Budget and goal oriented savings

• Tax diversified savings strategies

• Account aggregation

• Establish net worth

• Balance sheet

Risk Management & Insurance

• Evaluate current coverage

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

• Review health, property, auto & umbrella coverage

Retirement Planning

• 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

Investment Management

• Consolidate and/or aggregate investment accounts

• Design the proper asset allocation

• Investment research & portfolio construction

• Portfolio reviews

Estate Planning

• Assistance with estate planning documents

• Review & make recommendations for account ownership and beneficiaries

• Education & advice for charitable giving

• Wealth transfer strategies

Tax Planning

• Provide tax reduction savings & distribution considerations

• Tax-efficient investment considerations

Cornerstone in the Aiken 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 for Child Advocacy Center of Aiken County showing two silhouettes of children, one larger and one smaller, with a butterfly above them.
Logo for Megiddo Dream Station, featuring stylized purple and green elements with a cross symbol.
Logo for Golden Harvest Food Bank featuring a stylized plant in a gold oval
Logo of Rotary Club of Aiken featuring the Rotary International emblem.
Stephen Ministry logo featuring a crosshair with two figures walking, one helping the other, and the text 'Stephen Ministry' below.
Logo of The Gifting Tree Foundation featuring a green tree and tree-shaped box.
Emquine Rescue Aiken logo with a tree, horse, and dog inside an oval
Logo for Woodside Country Club featuring a blue bird perched on a black letter 'W' with the name 'WOODSIDE' and the words 'COUNTRY CLUB' underneath.
SPCA logo featuring a dog and a cat, with the slogan 'Let Love Live'.
Simple logo of a leaf with the text 'Community Care and Counseling of Aiken' underneath.
Logo of Aiken County Public Library featuring three colorful human figures standing on an open book, with the text 'Friends of the Aiken County Public Library'.

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

Get Started With a 15 Minute Consultation

A woman with long hair, wearing an orange top, sitting at a dark brown office desk with a computer and various items, smiling at the camera. The office has gray walls, patriotic decorations, and a partial view of a logo on the wall.
Empty conference room with a black table, five black leather chairs, a wall-mounted monitor, and a large window showing a sunny day outside.
A parking lot with empty spaces and a white car, overlooking a small pond with a fountain, surrounded by grassy areas, trees, and residential buildings under a partly cloudy sky.

Our Aiken Office