About Us
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.
I invite you to check out all the material on my website. If something prompts a question, please send us a quick email or call my office. I look forward to speaking with you.
Julie Briar
Financial Advisor
After nearly 32 years of industry experience, Julie Briar believes that relationships transcend any monetary value. The more time spent with her clients allows her the opportunity to know them on a deeper level, enabling her to make educated, individualized recommendations as they work toward their goals.
As a child, Julie witnessed the strain that money issues caused for her parents. Their struggle with finances inspired and motivated her to “figure it out” so that she could not only help herself but others in similar situations. Her goal is to help as many as possible paint their blank canvases with goals and aspirations and celebrate their victories alongside them.
Julie graduated from Webster University with a bachelor's degree in Management with an emphasis in Business Administration. Prior to joining Cornerstone Wealth Management, she worked at Edward Jones on both the operations side and as an advisor. In her free time, you can find Julie traveling the world and exploring new environments and spending time with her four children.
Knowledge is power.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and reap those rewards.
Cornerstone Wealth Management’s mission is to guide successful families to financial confidence using comprehensive wealth strategies. The independent advisors who are part of the firm are passionate about serving as financial advocates for their clients, building meaningful relationships based on trust to support the needs, goals, and ideal futures of the families they serve.
For more information about Cornerstone Wealth Management, please visit www.mycwmusa.com.
We are affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer* that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. To learn more about LPL Financial, please visit www.lpl.com.
*As reported by Financial Planning magazine, 1996-2023, based on total revenue.