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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Lee Margerison

LPL Registered Principal; President of Cornerstone Financial Services LLC

(302) 235-7800

(302) 235-7802

Lee is responsible for the management of the Cornerstone office and working with Cornerstone’s clients to define their investment goals and objectives and developing, implementing and managing strategies.

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