Cornerstone Wealth Planning is a registered investment advisor headquartered in Charlotte, North Carolina, serving clients nationwide through virtual meetings and local offices. Founded in 2013 by Christopher W. Knight, CFP®, the firm focuses on helping individuals and families build confident, well-organized financial futures, with retirement planning at the center of its work. Its approach emphasizes clarity, steady guidance, and long-term partnership.

The firm offers a three-phase process, beginning with a complimentary 30-minute retirement strategy call. Clients may then choose a personalized Integrated Retirement Plan for a one-time fee based on the complexity of their needs. Plans can cover Social Security optimization, tax planning, retirement income, healthcare, and estate planning. Those seeking continued assistance can engage the firm for ongoing retirement planning, professional asset management, implementation support, and regular reviews, with fees based on assets under management.

Cornerstone also provides a free Retirement Planning Blueprint guide and hosts events. The firm states that clients are not obligated to continue from one service phase to the next, allowing them to choose the level of support that fits their needs.