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About Us

Exceptional Advice That You Can Count On

Cornerstone Advisory Group consists of a dedicated team of dependable financial and accounting advisors who are driven to exceed client expectations. This is supported by a group of elite professionals who will draw upon their wealth of knowledge and proactive approach to guide you every step of the way in your financial journey.

Meet the Team
Tax-Efficient Capabilities That Give You Financial Confidence

Tax-Efficient Capabilities That Give You Financial Confidence

Accounting is in our DNA. We’ve witnessed wide-ranging, tax sensitive situations that many advisors haven’t. Because of our extensive experience, we know exactly what move to take, when to pivot between strategies, and what avenue to take you down. We will consider every facet of your situation to help you achieve your financial goals.

Optimize Your Business. Reach Your Financial Potential.

Optimize Your Business. Reach Your Financial Potential.

We are a dynamic team that is creative in our thinking, always searching for fresh possibilities capable of propelling you closer to your goals. This is crucial given that you operate in today’s fast-paced environment. Our proactive approach will help give your business the agility it needs to capitalize on opportunities that come your way.

Our Core Values

We prioritize your needs in all our actions, and our core values reflect this commitment. Our team is wholeheartedly dedicated to embracing and fostering these values to support your pursuit of what matters most to you.

We Do the Righest Thing

Our commitment is to ethical conduct, integrity, and moral principles in all aspects of our actions and decisions. 

We Go the Extra Mile

We go beyond what is required or expected, demonstrating dedication, excellence, and a proactive approach in our work. 

We Have an Attitude of Gratitude and Humility

We believe that gratitude is the overflow humble heart. We have a team mentality and think of others more often than we think of ourselves. 

We Cultivate Connections Through Communication

We actively seek to understand and connect with people on a deeper level, foster trust, empathy, and rapport. 

We Grow by Serving Others

We seek opportunities to provide assistance, support, and value to individuals, communities, and our team members. 

As a Team...

From Back to School Service Project to Staff Retreats, our team embodies our core values so you can feel confident in pursing your next steps with us. 

A Comprehensive Perspective That Gives You Confidence

A Comprehensive Perspective That Gives You Confidence

Our clients find immense comfort in having a single partner manage every facet of their financial matters, from businesses to employees and personal portfolios to estates. This is because they are being served by a team of experienced specialists, who are dedicated to delivering elite expertise and personalized guidance.

Dave Ramsey SmartVestor Pro

Join the Dave Ramsey SmartVestor Pro program to connect with an extensive network of investment professionals to help you take control of your financial situation and gain confidence about your future.

About Cetera/Pershing

Business Services

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

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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