Financial Advisors in Greenville

Find Your Financial Stride with
Financial Planning in Greenville, SC

Main – 864 250-4361
TF – 866 575-8631

At Cornerstone Wealth Advisors, Greenville, 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.

CWG Greenville NC Office Interior, Fiduciary Financial Planners in Greenville NC

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 Greenville, SC

  • Jonathan Brown, CFP® - Fiduciary Financial Planner in Greenville NC

    Jonathan Brown, CFP®

    Wealth Advisor, Partner

    Read Bio

Learn More About Our Greenville Services

    • Budget and cash flow analysis

    • Budget and goal oriented savings

    • Tax diversified savings strategies

    • Account aggregation

    • Establish net worth

    • Balance sheet

    • Learn more about our comprehensive financial planning services.

    • Individual tax returns

    • Compliance

    • Annual Tax Planning

    • Responsive Support

    • Estate Planning Collaboration

    • Trust and Business Returns

    • State Tax Planning

    • Learn more about our tax planning services.

  • • Evaluate current coverage

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

    • Review health, property, auto & umbrella coverage

  • • Trust and Estate Planning

    • Family Governance and Education

    • Philanthropy

    • Next Generation Wealth Transfer Strategies

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.

Generations Group Logo (Cornerstone Wealth), Greenville NC

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

Get Started With a 15 Minute Consultation

Interior Lobby - Cornerstone Wealth Greenville NC
Interior of Cornerstone Wealth in Greenville NC (Fiduciary Financial Planners)
Cornerstone Wealth Group Office (Fiduciary Financial Planners in Greenville North Carolina)

Our Greenville Office