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Fee-only fiduciary · Boston · Since 1998 Client portal login

Cornerstone Capital
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The team and the story

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.

Our story

Started with one rule, kept for decades

Cornerstone began in 1998 in a two-room office near South Station. The rule was simple: the family across the table is the only one who pays us. Every hire, fee, and policy since has had to fit inside that sentence.

What we hold to

  • Fiduciary, always
  • Fee-only, in writing
  • Evidence over forecasts
  • Ranges, not promises
How these shape our approach
  1. 1998 One fee, one side of the table Eleanor Voss leaves a large brokerage and opens Cornerstone with a single rule: the client is the only one who pays us.
  2. 2007 Founders and equity pay Marcus Okafor joins and builds the firm's work with founders, executives, and families holding concentrated stock.
  3. 2010 A research process with teeth Priya Raghavan sets up the yearly review every fund must pass on cost, structure, and real behavior to stay in a portfolio.
  4. 2012 Estates that actually match Daniel Whitfield arrives from a bank trust department to lead the follow-through work most estate plans skip.
  5. 2016 A door with no minimum Flat-fee Foundations planning opens for families still building, with the same team and the same fiduciary standard.
  6. Today 480 families, three generations Many of the families who signed on in the first year now bring their children, and sometimes grandchildren, to reviews.

The advisors

Four people, one side of the table

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 those clients are the children and grandchildren of families who signed on in the firm's first year.

Works most with

  • Multigenerational family planning
  • Investment policy and portfolio design
  • Retirement income planning

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.

Leads: Financial planning

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 and 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.

Leads: Tax coordination

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 a yearly review of cost, structure, and actual 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 and 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.

Leads: Investment management

14 years
in practice

Daniel Whitfield, CFP®

Senior Advisor · Estate and 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 and 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.

Leads: Estate coordination

The letters, decoded

What the credentials actually certify

CFP Certified Financial Planner

The planning profession's benchmark: years of supervised experience, a board exam covering tax, estate, insurance, and retirement planning, continuing education, and a standing duty to act as a fiduciary when giving 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 exams taken in sequence (most candidates study 900 hours or more) across portfolio theory, valuation, economics, and ethics, plus qualifying work experience. It certifies depth: the discipline to weigh evidence rather than stories.

Credentials are table stakes, not the pitch. The structural point is simpler: our advisors' pay 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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