About Us

Cornerstone Advisors serves clients throughout the upper-Midwest out of our three offices located in Baxter, MN, Perham, MN, and Bismarck, ND. We seek to provide both excellent financial recommendations and outstanding customer service. We emphasize personal connections because we believe that trusting relationships yield long-term rewards. Our mission is to help you and your family achieve financial peace. We look forward to partnering with you on this journey.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Building Your Legacy

A four-step framework for building a personal legacy.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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About Us

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