Cornerstone Financial Strategies, LLC, a Tacoma-based holistic financial planning, investment, and advisory firm, announced that they acquired Frost & Company Financial Services, LLC from their parent company Frost & Company, a professional service corporation of Certified Public Accountants. The transition will allow Cornerstone to expand their client services and grow their practice. Jim Feist, CFP®, CLU® of Frost & Company will join the Cornerstone Financial Strategies team. This transition will include the Frost & Company Financial Services clients.
“Cornerstone is honored to have been selected to care for and service these trusted relationships. We are very excited to work with Frost &Company, not only with our new joint work but, in establishing new relationships as well.” Said CEO Brad Berger of Cornerstone Financial Strategies.
Cornerstone Financial Strategies, LLC will continue to have its office in downtown Tacoma.