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Contact Us

Cornerstone Investment Services
3003 Thorndale Rd.
Indian Trail, NC 28079

704-698-1040
704-698-1042 fax
800-566-2721 toll-free
dhcornerstone@windstream.net

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Why Cornerstone?

An experienced, careful, fee-only, client-centered approach to planning & management is the basis for a long-term ministry to clients based on service & trust.

Why Fee-Only?

A long-term working relationship is best served by paying for ongoing service and management rather than transactions, product sales & sales contests.

Why Our 401(k)

Cornerstone uses the unbundled approach to provide a 401k solution utilizing independent administrators & a top custodian with thousands of mutual funds. Revenue sharing pays your firm, usually covering much of your plan’s expenses.

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