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  • About Us
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It's time to understand what you need from your savings.

A Financial Planning Solution For Investors Seeking Clarity

Our planning first approach gives you a true understanding of what is needed to meet your financial goals, and will help you align investment decisions with a strategic purpose.

Our Story

Over the past decade, the founders of Cornerstone noticed an alarming trend while meeting with investors.  There was a consistent disconnect between understanding the difference between owning a portfolio of investments and having a true financial plan.  


Somewhere along the way, the term "financial plan" became synonymous with having an investment portfolio and as a result, many investors believed they had a financial plan just because they owned investments.  In actuality, financial planning is quite the opposite.  Investment accounts should be the result of a plan, not the other way around.


Cornerstone was founded to create a new standard for giving investment advice that was planning centered, easy to understand, and accessible to anyone with an internet connection.  Using video conferencing and screen sharing technology, we have created a personal and immersive online financial planning experience that focuses on understanding YOU, before giving investment advice. 

Our Advisor Team

Michael Blahusch, CFP®, ChFC®, CRPC®, MBA | Co-Founder & Chief Advisor

Michael Blahusch, CFP®, ChFC®, CRPC®, MBA | Co-Founder & Chief Advisor

Michael Blahusch, CFP®, ChFC®, CRPC®, MBA | Co-Founder & Chief Advisor

Michael is a graduate of Saint Joseph’s University. Professional licenses include the Series 7, Series 66, and LAH Insurance.  Post graduation, Michael advanced his expertise at the College For Financial Planning and The American College, where he obtained designations as a Chartered Retirement Planning Counselor® and Chartered Financial 

Michael is a graduate of Saint Joseph’s University. Professional licenses include the Series 7, Series 66, and LAH Insurance.  Post graduation, Michael advanced his expertise at the College For Financial Planning and The American College, where he obtained designations as a Chartered Retirement Planning Counselor® and Chartered Financial Consultant®.  He Proudly serves as a CERTIFIED FINANCIAL PLANNER™  with over ten years of experience in the financial planning industry.  

Elias Park, CRPC® | Lead Advisor

Michael Blahusch, CFP®, ChFC®, CRPC®, MBA | Co-Founder & Chief Advisor

Michael Blahusch, CFP®, ChFC®, CRPC®, MBA | Co-Founder & Chief Advisor

  • Hometown: Wilmington, VT
  • Education: Saint Joseph's University
  • Personal Interests: Sports, traveling, VT skiing,  sugaring.

Brian Gassaway

Daniel Stefanski

Daniel Stefanski

  • Hometown: Harrisburg, PA
  • Education: Saint Joseph’s University
  • Personal Interests: Philadelphia sports, skiing, enjoying time with his family on Stone Harbor. 

Daniel Stefanski

Daniel Stefanski

Daniel Stefanski

  • Hometown: Ramsey, NJ
  • Education: Saint Joseph’s University
  • Personal Interests:   Skiing, golfing, going down the Shore with family. 

Our Planning Team

Michael A. Scarpati, CRPC® | Co-Founder & Lead Strategist

Michael A. Scarpati, CRPC® | Co-Founder & Lead Strategist

Michael A. Scarpati, CRPC® | Co-Founder & Lead Strategist

Michael is a graduate of Saint Joseph's University, and has been a comprehensive financial planner since 2010.  Upon graduation, he studied at the College for Financial Planning to become a Chartered Retirement Planning Counselor®. 


Michael is an avid Philadelphia sports fan, real estate investor, and modern art enthusiast.  He is also the

Michael is a graduate of Saint Joseph's University, and has been a comprehensive financial planner since 2010.  Upon graduation, he studied at the College for Financial Planning to become a Chartered Retirement Planning Counselor®. 


Michael is an avid Philadelphia sports fan, real estate investor, and modern art enthusiast.  He is also the Co-founder and acting Chairman of OWE, a 501(c)(3) organization that focuses on humanitarian aid in impoverished communities.  

Learn more about OWE

James Trevouledes, CFP® | Lead Financial Planner

Michael A. Scarpati, CRPC® | Co-Founder & Lead Strategist

Michael A. Scarpati, CRPC® | Co-Founder & Lead Strategist

  • Hometown: Hughesville, PA
  • Education: Saint Joseph's University
  • Personal Interests:  Listening to music, exercising, master of the Periodic Table of Elements 


Dante Wright | Team Lead Associate

Michael A. Scarpati, CRPC® | Co-Founder & Lead Strategist

Dante Wright | Team Lead Associate

  • Hometown: Williamsport, PA
  • Education: Temple University
  • Personal Interests: Exercising, sports, spending time with family and friends. 

Our Wealth Concierge Team

Bryan Cooney | Investment Planning Specialist

Bryan Cooney | Investment Planning Specialist

Bryan Cooney | Investment Planning Specialist

  • Hometown: Collegeville, PA
  • Education: Lebanon Valley College
  • Personal Interests:  Fitness, Philadelphia sports, traveling.

Josh Buchalter | Personal Wealth Concierge

Bryan Cooney | Investment Planning Specialist

Bryan Cooney | Investment Planning Specialist

  • Hometown: Richboro, PA
  • Education: Drexel University
  • Personal Interests: Basketball, running, Philadelphia sports, restaurant connoisseur.

Chris Seger | Operations Team Lead

Bryan Cooney | Investment Planning Specialist

Chris Seger | Operations Team Lead

  • Hometown: Hatboro, PA
  • Education: Penn State University
  • Personal Interests: Video game development & a member of the Philadelphia Gay Men’s Chorus  

Our Associate Team

Conor O'Malley

William Burrough

Conor O'Malley

  • Hometown: Scituate, MA
  • Education: Saint Joseph's University
  • Personal Interests: The Boston Celtics, cycling, classic rock.

Ethan Trainer

William Burrough

Conor O'Malley

  • Hometown: North East, MD
  • Education: Saint Joseph's University
  • Personal Interests: The Baltimore Ravens, boating, hunting, and aviation.

William Burrough

William Burrough

William Burrough

  • Hometown: Haddon Heights, NJ
  • Education: Saint Joseph's University
  • Personal Interests:  Golfing, Cooking, Hockey, and going to the Outer Banks with my family 

Ronald Branson

Ronald Branson

William Burrough

  • Hometown: Elton, MD
  • Education: Saint Joseph's University
  • Personal Interests: Fishing and crabbing on the Chesapeake Bay.

AJ Williams

Ronald Branson

AJ Williams

  • Hometown: Collegeville, PA
  • Education: Saint Joseph's University
  • Personal Interests:  Going to the shore in Brigantine, enjoying Philadelphia sports, basketball, and golfing.

Our Support Team

Jonathan Vettori | Chief Operating Officer

Ben Holroyd | Director of Business Development

Ben Holroyd | Director of Business Development

  • Hometown: Bucks County, PA
  • Education: Penn State University
  • Personal Interests: spending time with his daughters, cooking & playing tennis.

Ben Holroyd | Director of Business Development

Ben Holroyd | Director of Business Development

Ben Holroyd | Director of Business Development

  • Hometown: Richboro, PA
  • Education: Drexel University
  • Personal Interests:  Basketball, running, Philadelphia sports, restaurant connoissuer

Planning For An Impact - Worldwide Philanthropy

Fulfilling What We "OWE"

We have partnered with Philadelphia based non-profit OWE to create an investment portfolio earmarked for entrepreneurial education.  OWE is a 501(c)(3) organization on a mission to empower impoverished communities by providing them with the resources necessary to achieve sustainability and independence.

Learn More

When You Plan, We Pay It Forward

When you partner with Cornerstone for our Comprehensive Financial Planning Program, 10% of the proceeds are paid directly to OWE’s Education Impact Fund.  The Education Impact Fund is an investment portfolio earmarked for entrepreneurship education of students in the underdeveloped world.

Start Planning

Investing In The Future

Cornerstone has partnered with multiple universities around the nation to offer students an accredited financial advisor training program.  


The Cornerstone Associate Program is a fully virtual work-study experience with over 70 hours of on-demand classes to start training the next generation of fiduciary based financial planners.  This comprehensive, 26-week program is meant to help students begin building a career in the financial planning industry while they are completing their final year of college.  


If you are interested in a career as a financial advisor, this program is for YOU.

Apply Now
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and McAdam LLC dba Cornerstone Capital Planning Group are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Copyright © 2020 Cornerstone Capital Planning Group 

Building The Foundation For Financial Success ®

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