Our Advisors

….have first rate training, experience, credentials, certifications and the expertise to provide Frame Your Picture™ wealth and investment advisory services.  But more than that, we:

Are Here to Stay

Our firm is 100% employee-owned, which translates into long-term commitment to you. Advisors come to CornerCap to build lifetime relationships with clients like you, and getting to know your family’s needs and goals is more important than assessing your current assets.

With employee ownership comes the peace of mind that the advisor you come to trust will be with your family on your wealth journey over the course of decades, not months or years.

Go the Extra Mile…and a Half

Finding a tax savings opportunity to bring to your CPA’s attention, answering a weekend phone call about funding Mom’s long term health care, or running a dozen scenarios to analyze college payment options — not only do we know how to handle your life events, but we also consider it our responsibility to serve up solutions for you.

Where other firms outsource or charge extra for such guidance, it’s an integral part of how we view your overall financial picture and is woven into our relationship with you.

Your CornerCap advisor will work with you to bring your financial picture into focus, then frame your vision with the expert guidance to make it a reality.

Look Around the Corner for You

Over the past 30 years, our advisors have guided individuals and families through every imaginable type of life or professional event that can impact wealth.

Because we’ve seen it all, we have learned how to constantly look around the corner for you. Sometimes that means alerting you to a blind spot in your family’s spending habits, recommending a strategic money move before it becomes necessary, or proactively offering up a tax efficient solution before you ask.

Our team is in your corner

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