About Us

Advice You Can Count On

At Cornerstone Advisory Group, our team of financial advisors, staff accountants, and support professionals collaborate to provide personalized financial advice and tax services. With credentialed experts holding designations such as Certified Financial Planner™ (CFP®), Certified Public Accountant (CPA), and Enrolled Agent (EA), we're here to support every step of your financial journey.

Meet the Team

Plan With Purpose

With our personalized financial planning services, we help you create a roadmap for your future. From retirement goals to investment strategies and risk management, we tailor solutions to fit your life. Our collaborative approach ensures that your financial plan evolves with your changing needs, offering clarity and confidence every step of the way.

Beyond Traditional Accounting

We're not just a transactional accounting firm. We go beyond traditional tax preparation and bookkeeping services. Our team provides a comprehensive suite of services including tax planning, projections, financial planning, business consulting, and more. Our collaborative approach allows us to deliver integrated, well-rounded advice that goes beyond the basics to help you achieve your long-term financial goals and keep more of what you earn.

Empower Your Business

We are a dynamic team that thrives on creative thinking, constantly exploring new possibilities to bring you closer to your goals. In today's fast-paced, ever-changing environment, our proactive approach helps your business stay agile, ready to seize opportunities and navigate challenges effectively.

Our Core Values

At the heart of everything we do are our core values, which guide our actions and decisions. We are committed to putting your needs first and fostering an environment where these values support your journey toward what matters most to you.

We Do the Rightest Thing

We know “rightest” isn’t technically a word — but for us, it means always striving to do what’s most right for our clients, team, and community.

We Go the Extra Mile

We don't just meet expectation — we exceed them! We're dedicated to delivering exceptional service and always looking for ways to add more value for you.

We Have an Attitude of Gratitude and Humility

We believe gratitude and humility go hand in hand. We lift each other up and approach our work with a deep appreciation for our clients, who are the heart of everything we do.

We Cultivate Connections Through Communication

We believe that enduring, meaningful relationships are built on open, honest communication. By truly listening and understanding others, we strive to build trust and foster genuine connections.

We Grow by Serving Others

Growth comes from helping others succeed. We actively seek opportunities to support and add value to individuals, communities, and our team members, knowing that in serving others, we all rise.

Living Our Values

At Cornerstone, we're always up to something exciting! From team-building activities to company book clubs to service projects, we love bringing our core values to life in everything we do. Check out some of our recent moments!

About Cetera/Pershing

Explore Cetera

Business Services

We work with business owners and individuals located throughout Eastern Idaho to help provide them with financial confidence in their lives.

Explore Services

Our Approach

Our unwavering integrity and dedicated team service, along with our proven culture of success, are the foundation upon which we build trust and forge lifelong, meaningful friendships.

Our Approach

Our Team

Our team of invaluable partners provides personalized, proactive services, fostering confidence and clarity throughout your financial journey.

Meet Our Team