Financial Cornerstone Group

Here For You Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better plan and prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Yepes & Associates in Melbourne, FL, provides personalized financial and investment planning solutions. We offer a wide range of services, including investment management, retirement and tax planning, insurance solutions, and guidance on various retirement accounts and college planning. Our team of experienced financial planners and advisors helps you build a secure future by navigating financial complexities. We believe in a holistic approach to financial well-being, prioritizing your financial success.

We’re a Different Kind of Financial Group Financial Cornerstone Group is a team of holistic practitioners. Our genuine desire is to truly know and understand every aspect of your financial situation, and provide you with only the highest quality information, services, and products to help you reach your goals – and to serve in a non-judgmental and supportive way.