GET TO KNOW US

OUR STORY

Founded in 2008, at one of the most tumultuous points in America’s financial history, Cornerstone Wealth Planning has always been the kind of firm to forge its own path. Despite daunting circumstances, founder and president Mindy branched out on her own to offer clients the personal attention she felt they deserved.

Today, with Director of Investments Wes, Cornerstone is a family-focused organization, guided by compassion and honesty. Mindy and Wes combine two strategic aspects of their financial expertise — financial planning and investment management — in order to provide clients with a holistic and well-rounded approach to their finances.

OUR TEAM

Mindy Davis

Mindy is a planner at heart, believing anything is possible with hard work and the proper plan.

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Wes Davis

Wes has an obsession with numbers and has a special talent for seeing through all the noise in the financial markets and bringing to light what actually matters.

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Lisa Davis

Lisa has a special way of making everyone who walks through our door feel at home and that they are part of our family (because they are!).

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Learn more about the designations we've obtained.

In choosing your Financial Advisor, you will certainly want to be confident that they have a strong background. There are many credentials advisors can acquire, but not all are created equal. We think every client should understand their advisor’s background before starting a relationship.

Here at Cornerstone, your advisory team pushed themselves to acquire what many consider the gold standard for financial planning and investment management certifications. Learn more about our designations.

How We Give Back

At the heart of our mission, we are seeking to improve the lives of those in our community through a unique financial experience. We seek to be engaged and connected to our community not only through our wonderful client relationships, but also the causes that we hold near and dear to our hearts.

These are some of the organizations that Cornerstone supports in their efforts of providing value to our community:

Auburn Lewiston YMCA, an organization that has been strengthening our community for over a century by ensuring that everyone has access to the essentials needed to learn, grow and thrive.

Maine Music Society, a music-performing non-profit organization that supports artistic and educational activities in our community.

Androscoggin Land Trust, which conserves approximately 5000 acres of land, including 10 miles of riverfront along the Androscoggin River.

SCHEDULE A CONSULTATION

We begin every client relationship with a conversation – complimentary, casual, and pressure-free. We take time upfront to get to know you, your unique goals, and outline how Cornerstone may be able to help you.  Fill out this form to schedule yours today.

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