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Our Story

CornerStone Financial Management was formed in 2014 as a means to provide independent advice to families, individuals, and businesses throughout the midlands of South Carolina and the state of South Carolina and beyond. Wealth Management Advisor Robert Templeton has developed an expansive footprint with clients in serving the needs of both Corporate and Rural America. Robert is relationship centric and utilizes a core focus on developing strategic financial plans with each client as an individual. With access to independent advice, and more than 20-plus years of industry experience, and an energetic team, Cornerstone Financial Management seeks to glorify God by providing sound financial advice and management for each individual client based on their specific situation, goals and objectives. We strive to provide advice that’s consistent with a high level of ethical standards as well as consistent with what we believe to be a biblical model for financial management.

OUR MISSION

Our mission is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship as their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity and outstanding client service.


OUR COMMITMENT

As advisors, we commit ourselves to our clients’ financial goals as if they were our own. Our clients in return seek a committed relationship that is equally beneficial for both parties.

GUIDANCE
Our goal is to simplify the complexity that comes with managing multiple financial considerations. As your financial advocate, we fulfill your need for competent, objective financial guidance, allowing you more time to devote to business, family and your personal passions.

EDUCATION
We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests-not ours. We seek to address the concern and take the confusion out of the financial decision-making process, replacing it with the clarity and confidence you seek.

ADVICE
At Cornerstone Financial Management, we have access to independent research on the economy and the markets. The need to be objective and independent is greater than ever with increased changes in the economy and unsettling market volatility. This access allows us the freedom to offer clients impartial strategies to manage the challenges of wealth accumulation and management. As a group of independent advisors we have no proprietary investment offerings or products allowing us to ensure the advice you receive is objective.

EXPERIENCE
We bring experience and insight to organizing all aspects of your financial life. We encourage compatibility with the other professional advisers in your life such as your tax advisors and attorneys to help ensure we are offering compatible advice to meet your goals and needs.

You have meaningful goals, CornerStone Financial Management can help you pursue them.

Contact us and start your financial planning today.

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