Cornerstone Portfolios is a financial planning and investment firm based in Allentown, Pennsylvania, serving individuals, families, and employers. Its team takes a personalized, holistic approach, helping clients understand their options and develop, implement, and monitor strategies aligned with their financial needs and long-term goals. The firm’s services include wealth strategies, managed investment strategies, mutual funds, growth and income options, and annuities, including fixed index investment options.

It also provides employee benefits support, with plans such as 401(k), 403(b), and 457 plans, as well as profit sharing plans. Insurance services include life, long-term care, and health insurance. For people approaching or navigating Medicare, Cornerstone Portfolios compares plans and provides guidance with enrollment and ongoing decisions.

The firm also offers retirement planning resources, including savings calculators, and supports employers with retirement plan setup, fiduciary responsibilities, and plan options. Clients can meet with an advisor at the Allentown office or virtually. Investment advisory services are provided through Lombard Advisers, while securities are offered through Lombard Securities Incorporated, a FINRA and SIPC member