Our Financial Consulting Firm

When it comes to finding lenders to back your loan, the financial consultant you choose to guide your corporate loan is crucial. Choosing who you work with carefully can provide both long-term and short-term benefits and can transform what might be a daunting task into something approachable, achievable, and sustainable. 

Our Company

Cornerstone Capital Advisors Is A Full-Service Corporate Finance Advisory.

We offer a comprehensive array of financial products and services unique to each client to help develop a strategy that works for the client’s company and the specific transaction at hand.

We work with growth-oriented companies that are looking to expand but may not have the right solutions to make it happen. The expansion can be through different structures such as:

Our mission is to utilize our extensive knowledge as seasoned accountants and financial consultants, and to analyze each company’s inner workings and finances in order to create individualized strategies for the right financing.

After 21 years in the business, we have closed more than a half a billion dollars in loans both large and small–with some loans as small as 500,000 and as large as 150 million. In addition, we have garnered a large array of relationships with banks, bankers, finance companies, and private equity investors. We know the players in the business and have fostered strong relationships with them.

By acting with integrity and humility, we have earned the trust and loyalty of our financial partners. Every decision we make, and every action we take has one overriding purpose: To be in your corner when you need us.

From The Desk Of The CEO

My first few years out of college I spent working in public accounting employed for an international firm known today as Price Waterhouse Coopers in their emerging business services (EBS) where I gained my experience in financial statement analysis and accounting systems.

After my stint in Public Accounting, I was hired as a CFO for a large children’s clothing manufacturer. There, I built an accounting system from scratch, implementing software for accounting and inventory tracking. After several years as a CFO, I decided to address my entrepreneurial itch and venture out on my own.

I started my own niche, specializing in functional clothing for the elderly. Here is where I learned all about business. I took my expertise in accounting and finance and applied it to my own business. My experience helped, but what I learned on the street in my daily operations as a startup company taught me lessons and strategies that I never could have accomplished anywhere else, be it in academics or in the workforce. This included areas such as bootstrapping, banking relations, sales techniques, production, and costing.

I decided that it was time to give back. I wanted to take all my experience and my expertise, my ups and downs, my trials and tribulations, and use it to help the struggling company, help the fledgling entrepreneur, and help the individual who has the drive but not the resources. With this in mind, I successfully built up my company over 21 years – Cornerstone Capital Advisors, an advisory company with a specialty in finance and capital markets.

We now work with growth companies, as well as turnarounds–as well as with companies that are growing so fast that they need additional funding to keep up with the pace. We also work with companies on the flip side that are trending downward but have the knowledge and understanding to be able to turn back around.

Why Cornerstone?

Obtaining a business loan can be a daunting task for many corporations. With so many lenders out there, choosing the right one can be confusing and complicated. However, choosing the right lender can significantly streamline the process and make it less daunting and more manageable. In fact, choosing your lender carefully can transform what can sometimes be a confusing process into a streamlined one.

A Trusted Advisor

One of the most important things when seeking business financing is choosing a reliable and trustworthy lender who can act as your trusted advisor throughout the loan process. A reliable lender can help guide you through every step of the process, from application to underwriting to closing. They can offer helpful insights and advice on the best way to proceed with your loan application, as well as the best loan products for your specific needs. At Cornerstone Capital, we pride ourselves on being a trusted advisor and financial consultant to our clients.

Competitive Rates and Fees

Another essential aspect of choosing the right lender for your business loan is getting the best rates and terms. Lenders offer different rates and fees for their loans, and choosing one that offers the most favorable terms can save you money in the long run. It’s essential to shop around and compare different lenders and loan products to find the one that best meets your needs. At Cornerstone Capital, we offer competitive rates and terms that are designed to meet the unique needs of our clients.

Financial Consultant Experience

When seeking financing for your business, it’s critical to choose a lender with experience in your industry. Lenders who know your industry’s ins and outs can understand your business’s unique needs and offer customized loan solutions that meet those needs. They can also provide valuable insights into market trends and industry changes that could affect your business’s financing goals. At Cornerstone Capital Advisors, Inc, we have extensive experience working with businesses in a variety of industries, and our team of experts can help you find the right financing solution for your specific aspirations.

Transparency and Lending Power

One of the most significant advantages of choosing a reputable lender is their transparent communication throughout the loan process. The loan process can be complex, and it’s essential to have a lender who can explain the process every step of the way. Additionally, transparency in communication means there are no surprises or hidden fees along the way. At Cornerstone Capital, we are committed to transparent communication with our clients to ensure that they have a clear understanding of the loan process–lending upwards of $100 million in some cases.

income producing property, income producing properties, property loans, lender near me, Cornerstone Capital

Need More Capital to Take Your Business to the Next Level?

Choosing the right lender can make a world of difference when it comes to obtaining a business loan. A reliable and reputable lender can act as your trusted advisor, offer competitive rates and fees, apply expertise in your industry, offer transparent communication, and practice their values. At Cornerstone Capital Advisors, Inc, we pride ourselves on providing our clients with comprehensive loan solutions that meet their unique needs. Level up your business today and get your questions answered! We would love to hear your vision.

cornerstone capital advisors, corporate lender, business lender, corporate finance consultant

Core Values

Finally, it’s essential to choose a lender that practices their values. At Cornerstone Capital, we stand out from other lenders because we operate on a values-based approach. Our values drive everything we do, from the way we serve our clients to the products and services we offer. When you choose Cornerstone Capital Advisors, Inc. as your lender, you can trust that you will receive personalized attention and guidance that is based on your unique needs and goals. We strive to embody the following values of honesty, integrity, and longevity when working with each client. 


Honesty is the foundation of any relationship, including that between a lender and a borrower. It’s crucial for a lender to be transparent about the terms of a loan and any additional fees or charges. Without honesty, trust cannot be established, and this can lead to further issues down the line. A trustworthy lender will make sure that their clients understand the loan process thoroughly, and that there are no hidden surprises. A lender like Cornerstone Capital that values transparency and honesty will help to establish a long-lasting relationship with you, working to more intimately understand your goals and streamlining your trajectory. Working with a lender like Cornerstone Capital Advisors, Inc. not only provides businesses with needed capital, but the confidence required to take the next big step in the expansion process.


Integrity is another vital factor to consider when selecting a lender. A lender with a strong sense of integrity will not only prioritize the financial well-being of their clients but will also make sure that the lending practices align with their values. Sustainable lending practices, such as socially responsible lending, go hand in hand with integrity. This type of lending focuses on the impact of investments on people and the environment, which can have long-lasting benefits for both parties. Choosing a lender that values integrity and sustainable lending practices for better returns and rates infuses the process with clarity, accountability, and peace of mind for the borrower–a rare feat in the world of lending.


Longevity is an often overlooked aspect of corporate lending. A lender that has been in business for a long time is more likely to have a proven track record and a more established reputation within the industry. Longevity also means that the lender has the stability and resources to provide long-term lending solutions. It’s important to choose a lender that has been in business for a while as this can ensure that they will be around for years to come. This will make it easier to establish trust and a long-term relationship, which can be beneficial for both parties. Trust that our team has got your best interests at heart when it comes to strategy as well as financial backing, and enjoy the no-stress experience of working with a qualified lender like Cornerstone Capital Advisors, Inc. 

Call Us



5599 South University Dr., Suite 205 Davie, FL 33328