TACOMA – Cornerstone Financial Strategies, LLC, a Tacoma-based holistic financial planning, investment, and advisory firm, announced that they acquired Frost & Company Financial Services, LLC from their parent company Frost & Company, a professional service corporation of Certified Public Accountants.
The transition will allow Cornerstone to expand their client services and grow their practice. Jim Feist, CFP®, CLU® of Frost & Company will join the Cornerstone Financial Strategies team. This transition will include the Frost & Company Financial Services clients.
“Cornerstone is honored to have been selected to care for and service these trusted relationships. We are very excited to work with Frost & Company, not only with our new joint work but, in establishing new relationships as well.” Said CEO Brad Berger of Cornerstone Financial Strategies.
Cornerstone Financial Strategies, LLC will continue to have its office in downtown Tacoma. They have operating roots in Tacoma that date back over 40 years, servicing small business owners and higher net worth individuals. They are known best as “The Head Coach” of their client’s financial planning team, coordinating a team of professionals, which will now include Frost & Company. Their holistic approach to financial planning inspires clients to Live Their Ideal Life™ by aligning their financial choices with their most deeply held values. These unique services are available to all Cornerstone clients.
Frost & Company is not affiliated with Cornerstone Financial Strategies, LLC or LPL Financial.
Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment advice offered through Financial Advocate Investment Management, DBA Cornerstone Financial Strategies, LLC, a registered investment advisor and separate entity from LPL Financial.