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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 Chief Financial Advisor / Co-Founder
Michael Blahusch, CFP®, ChFC®, CRPC®, MBA Chief Financial Advisor / Co-Founder
Michael Blahusch, CFP®, ChFC®, CRPC®, MBA Chief Financial Advisor / Co-Founder
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 Chief Financial Advisor / Co-Founder
Michael Blahusch, CFP®, ChFC®, CRPC®, MBA Chief Financial Advisor / Co-Founder
- Hometown: Wilmington, VT
- Education: Saint Joseph's University
- Personal Interests: Sports, traveling, VT skiing, sugaring.
Brian Gassaway
Sean Wilson, CRPC®
Sean Wilson, CRPC®
- Hometown: Harrisburg, PA
- Education: Saint Joseph’s University
- Personal Interests: Philadelphia sports, skiing, enjoying time with his family on Stone Harbor.
Sean Wilson, CRPC®
Sean Wilson, CRPC®
Sean Wilson, CRPC®
- Hometown: Philadelphia, PA
- Education: Temple University
- Personal Interests: Kona Surf Co. sponsored surfer, Philadelphia sports, traveling.
Our Planning Team
Michael A. Scarpati, CRPC® Lead Strategist / Co-Founder
Michael A. Scarpati, CRPC® Lead Strategist / Co-Founder
Michael A. Scarpati, CRPC® Lead Strategist / Co-Founder
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.
James Trevouledes, CRPC® Lead Financial Planner
Michael A. Scarpati, CRPC® Lead Strategist / Co-Founder
Michael A. Scarpati, CRPC® Lead Strategist / Co-Founder
- Hometown: Hughesville, PA
- Education: Saint Joseph's University
- Personal Interests: Listening to music, exercising, master of the Periodic Table of Elements
Our Wealth Concierge Team
Brian Cooney Investment Planning Specialist
Brian Cooney Investment Planning Specialist
Brian Cooney Investment Planning Specialist
- Hometown: Collegeville, PA
- Education: Lebanon Valley College
- Personal Interests: Fitness, Philadelphia sports, traveling.
Ben Holroyd Client Relations
Brian Cooney Investment Planning Specialist
Brian Cooney Investment Planning Specialist
- Hometown: Richboro, PA
- Education: Drexel University
- Personal Interests: Basketball, running, Philadelphia sports, restaurant connoisseur.
Our Associate Team
Daniel Stefanski
Daniel Stefanski
Daniel Stefanski
- Hometown: Ramsey, NJ
- Education: Saint Joseph's University
- Personal Interests: Skiing, golfing, going down the Shore with family.
Alex Butler
Daniel Stefanski
Daniel Stefanski
- Hometown: East Norriton, PA
- Education: Drexel University
- Personal Interests: Philadelphia sports, spending time with family, and previously a member of the Drexel Men's Golf Program.
Conor O'Malley
Conor O'Malley
Conor O'Malley
- Hometown: Scituate, MA
- Education: Saint Joseph's University
- Personal Interests: The Boston Celtics, cycling, classic rock.
Ronald Branson
Conor O'Malley
Conor O'Malley
- Hometown: Elton, MD
- Education: Saint Joseph's University
- Personal Interests: Fishing and crabbing on the Chesapeake Bay.
Our Support Team
Jonathan Vettori Chief Operating Officer
Jonathan Vettori Chief Operating Officer
Jonathan Vettori Chief Operating Officer
- Hometown: Bucks County, PA
- Education: Penn State University
- Personal Interests: spending time with his daughters, cooking & playing tennis.
Chris Segar Operations Manager
Jonathan Vettori Chief Operating Officer
Jonathan Vettori Chief Operating Officer
- Hometown: Hatboro, PA
- Education: Penn State University
- Personal Interests: Video game development & a member of the Philadelphia Gay Men’s Chorus
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.
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.
Investing In The Future
Cornerstone has partnered with universities around the nation to offer students our 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.