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
Charleston, SC
Join us for our annual winter meeting hosted this year by Michael Cole in Charleston, SC
Assets Under Management
Total investment assets managed by Cornerstone Study Group Members
(February 2025)
Professional Designations
1.5 per member
(February 2025)
Years of Experience
18 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
February 2026
Charleston, SC
Charleston, SC
Join us for our annual winter meeting hosted this year by Michael Cole in Charleston, SC
Interested in sponsoring an event?
