Cornerstone Financial Associates

Cornerstone Financial Associates is a financial planner in Morristown, New Jersey, serving individuals, families, business owners, and retirees with comprehensive wealth management, financial planning, investment management, risk management, and employee benefit plan design. With over four decades of experience, the firm specializes in protecting and growing wealth through tax-efficient strategies, risk mitigation, and personalized financial guidance. Their service area includes Morristown and surrounding communities across northern New Jersey. The firm holds a perfect 5.00 rating based on client feedback, reflecting strong trust and satisfaction.

Founded in 1975 by Jan Sedlacek, Cornerstone Financial Group has built a legacy of independent, fiduciary-driven advice. The firm emphasizes a “Protect First” philosophy, prioritizing wealth preservation alongside growth. As an independent advisor with no product ties, Cornerstone offers objective recommendations tailored to each client’s unique goals. The team includes Jan Sedlacek, CLU®, ChFC®, who has over 45 years of experience, and Alan Meckler, CFP, CLU, ChFC, who joined in 1988. Their approach includes continuous portfolio optimization, real-time dashboard access, quarterly reviews, and unlimited support, ensuring accountability and long-term progress.

Located on Madison Avenue in Morristown, the firm sits within a central business corridor, though no specific nearby landmarks are listed. The business operates with a focus on sustainability, client education, and long-term financial resilience.

Cornerstone Financial Associates stands out for its deep experience, fiduciary commitment, and consistent client outcomes. The firm’s well-documented online presence and clean, search-optimized website reflect its professionalism and transparency. These strengths reinforce its reputation as a trusted advisor in the Morristown community.

As a long-standing, independent financial partner in Morristown, Cornerstone Financial Associates remains a trusted guide for families and business owners navigating complex financial decisions with confidence and clarity.