Our Story
Independent advice for families, individuals, and businesses across South Carolina and beyond.
CornerStone Financial was formed in 2014 as a means to provide independent advice to families, individuals, and businesses throughout the midlands of South Carolina, the state of South Carolina, and beyond.
The Templeton Group consists of Wealth Management Advisors Robert Templeton and Ryan Templeton. Since the inception of our practice, we have developed an expansive footprint serving the needs of both Corporate and Rural America. We are relationship-centric, with a core focus on developing strategic financial plans with each client as an individual.
With access to independent advice and more than 25 years of industry experience supported by an energetic team, The Templeton Group of CornerStone Financial seeks to glorify God by providing sound financial advice and management for each client based on their specific situation, goals, and objectives. We strive to provide advice that’s consistent with what we believe to be a biblical model for financial management.
Mission, commitment, and how we work
Our mission. Help our clients work toward financial independence through planning. We spend time with clients to determine their goals and objectives, time horizon, and risk tolerance, and help them make suitable financial decisions. We build a long-term relationship as their trusted advisor through education, training, integrity, and outstanding client service.
Our commitment. As advisors, we commit ourselves to our clients’ financial goals as if they were our own. Our clients in return seek a committed relationship that is equally beneficial for both parties.
Guidance. Our goal is to simplify the complexity that comes with managing multiple financial considerations. As your financial advocate, we fulfill your need for competent, objective financial guidance, allowing you more time to devote to business, family, and your personal passions.
Education. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests. We seek to take the confusion out of the process and replace it with clarity and confidence.
Advice. We have access to independent research on the economy and the markets, so we can offer impartial strategies for wealth accumulation and management.
Experience. We bring experience and insight into organizing the aspects of your financial life, and we encourage compatibility with the other professional advisers in your life, such as tax advisors and attorneys.
Meet the team
Robert Templeton, Ryan Templeton, Tim Albergotti, Jordan Lane, and Ruth Barwick work together at the Columbia office.
Robert Templeton, CKA®
CKA®
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Ryan Templeton, CFP®, CKA®
CFP®, CKA®
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Tim Albergotti, CEPA®
CEPA®
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Jordan Lane, MS
MS
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Ruth Barwick
Our LPL affiliation
Securities are offered through LPL Financial. Investment advice is offered through Great Valley Advisor Group. The Templeton Group and Great Valley Advisor Group are separate entities from LPL Financial.
Let’s start the conversation
Schedule an introductory meeting to learn how we can help you navigate life’s financial decisions.