About Cornerstone Financial Partners

Cornerstone Financial Partners began in 2003 when founding partners and wealth advisors, Phong Nguyen and David DeMars, formed a partnership to provide comprehensive financial planning services with clarity, conciseness, and client-first focus.

At our firm, we have the client—and only the client—in mind.

Our mission is to thoroughly understand your needs, wants, and long-term goals. We help you develop, implement, and monitor a strategic plan that’s designed to address your family's unique situation.

We understand the many challenges that our clients face today.  From planning for retirement to saving for college or managing their own businesses, these personal financial challenges can be daunting. Our commitment is to utilize all of our resources and expertise to help you toward realizing your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.