A Study Group for Financial Advisors
Est. 2016
“An investment in knowledge pays the best interest.” – Benjamin Franklin
Twice a year, Cornerstone Study Group members embark on a 3-day retreat to challenge their understanding of business, legacy, innovation, relationships, family and other topics in their quest towards continued professional and personal growth. The group was modeled after and supported by the infamous Pinnacle Study Group
Upcoming Meeting
Fort Lauderdale, Fl
Join us for our winter meeting hosted by Cory Davis in Fort Lauderdale, Florida.
Assets Under Management
Total investment assets managed by Cornerstone Study Group Members
(September 2024)
Professional Designations
1.5 per member
(July 2023)
Years of Experience
15 per member average
Different Locations
Each market offers its own unique opportunities and clientele. Our members share their client relationships and examine how regional differences can teach us how to enhance the client experience.
Upcoming Events
Interested in sponsoring an event?
