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Fee-only fiduciary · Boston · est. 1998 Client portal login

Cornerstone Capital
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The team

Advisors without a sales quota

Everyone who advises a Cornerstone family is salaried and credentialed — CFP®, CFA, or both — with no asset-gathering bonuses and nothing to sell. The incentive structure is the biography that matters most; here are the human ones too.

28 years
in practice

Eleanor Voss, CFP®, CFA

Founding Partner · Chief Investment Officer

Eleanor co-founded Cornerstone in 1998 after a decade inside a large brokerage, where she watched advice bend toward whatever paid the highest commission. The firm was her answer: one fee, one side of the table, in writing.

She chairs the investment committee and still carries a client roster — several of them the children and grandchildren of the families who signed on in the firm's first year.

Works most with

  • Multigenerational family planning
  • Investment policy & portfolio design
  • Retirement income architecture

Education. B.A., Economics, Mount Holyoke College; M.S., Finance, Boston College

Off the clock. Rows out of Community Boating on the Charles most summer mornings.

19 years
in practice

Marcus Okafor, CFP®

Partner · Senior Wealth Advisor

Marcus spent six years as a corporate finance analyst before retraining as a planner, and it shows: founders and executives with RSUs, options, and a company sale on the horizon tend to land on his calendar.

His specialty is turning a concentrated, illiquid net worth into a durable family balance sheet — without letting taxes or hubris take a third of it on the way.

Works most with

  • Equity compensation & concentrated stock
  • Business owners approaching a sale
  • Sudden-wealth transitions

Education. B.S., Finance, Northeastern University

Off the clock. Coaches a youth soccer team in Jamaica Plain with mixed but enthusiastic results.

16 years
in practice

Priya Raghavan, CFA

Partner · Director of Investment Research

Priya runs the research that decides what Cornerstone portfolios hold — and, just as often, what they refuse to hold. Every fund on the platform survives an annual review of cost, structure, and actual delivered behavior.

She writes most of the firm's investment commentary, in plain English, on the theory that a client who understands the portfolio is a client who keeps it through a bad year.

Works most with

  • Evidence-based portfolio construction
  • Tax-aware asset location
  • Fund due diligence & cost discipline

Education. B.Tech., IIT Madras; M.S., Financial Economics, Columbia University

Off the clock. Amateur bread baker; the office gets the experiments on Fridays.

14 years
in practice

Daniel Whitfield, CFP®

Senior Advisor · Estate & Legacy Coordination

Daniel joined Cornerstone from a private bank's trust department, where he learned that most estate failures aren't drafting problems — they're follow-through problems. Titling, beneficiaries, and unfunded trusts are his beat.

He leads the firm's family meetings and its work with clients navigating a loss, where the calendar slows down and the checklists get very, very patient.

Works most with

  • Estate & beneficiary alignment
  • Charitable and legacy planning
  • Widow/widower and inheritance transitions

Education. B.A., History, Bowdoin College; CFP® certification, Boston University

Off the clock. Restoring a 1970s wooden sailboat at a pace his family describes as geological.

The letters, decoded

What the credentials actually certify

CFP — Certified Financial Planner

The planning profession's benchmark: years of supervised experience, a board exam spanning tax, estate, insurance, and retirement planning, continuing education, and a standing fiduciary obligation when providing financial advice. It certifies breadth — the ability to see a whole financial life, not just a portfolio.

CFA — Chartered Financial Analyst

The investment profession's deepest credential: three sequential exams — most candidates spend 900+ hours — across portfolio theory, valuation, economics, and ethics, plus qualifying professional experience. It certifies depth — the discipline to evaluate evidence rather than narratives.

Credentials are table stakes, not the pitch. The structural point is simpler: our advisors' compensation never changes based on what you buy — because you don't buy anything here.

The first step is free

Choose the advisor, then the firm

Tell us what's on your mind and we'll pair you with the advisor whose practice fits it — or name the one you'd like to meet. Either way, the first conversation is free.

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