Cornerstone Capital Financial Group was founded on the belief that financial advice should be as unique as the people receiving it. Our founder, Shannon McMannis, set out to build something different—an independent financial planning firm rooted in trust, integrity, and personal connection.
What Shannon began 25 years ago has grown into a collaborative and community-focused team of independent financial advisors, each dedicated to helping clients find clarity and confidence in their financial lives. Shannon’s vision—to offer honest, unbiased advice rooted in genuine care—continues to shape how we work every day.
We believe financial planning is more than numbers on a page. It’s about building relationships, understanding what matters most to you, and creating a financial strategy that supports your life—today and into the future. With over 140 years of combined experience, our team brings diverse perspectives and a shared commitment to delivering comprehensive financial planning that’s as personal as it is practical.
From retirement savings strategies and estate planning services to financial wellness programs and investment advice for families and business owners, we meet you where you are—whether you’re just starting out, building a business, navigating a major life change, or planning your legacy.
You won’t find one-size-fits-all solutions here. Instead, you’ll meet a team that listens, collaborates, and genuinely cares. Whether you’re just starting out or looking to preserve your wealth, we’re in your corner—with thoughtful guidance and a long-term perspective.
Educate. Empower. Enrich.
