Full-Service Financial, Wealth, Asset Management & Retirement Planning Services in Philadelphia
A goal without a plan
is just a wish
American Cornerstone Group is a full-service, independent insurance and financial services firm located in Philadelphia that offers comprehensive wealth, asset management and retirement planning services. Regardless of age, income or net worth, we believe everyone needs a financial plan, and we are here to help you, whether you are just starting out in your career, trying to get your kids through college, getting close to retirement, living in retirement now or somewhere in between.
What We Do
With Marc Rosenblum at the helm, American Cornerstone Group, Inc., is a comprehensive holistic insurance and financial services firm specializing in wealth management and asset preservation, retirement planning and legacy-building. Striving to protect and enhance your assets and financial future, Marc and his skilled team work closely with his clients to help create and build financial stability and security, with the goals of achieving financial independence and minimizing taxes in retirement.
Our top priority is always about helping you take care of yourself and your family.
We treat you like family at American Cornerstone Group. When you’re ready to have your questions and concerns addressed, or to be sure you really do have all your boxes checked, we’re here for you. Schedule a complimentary consultation to start planning for your short- and long-term financial goals today. Call us at (215) 672-7676 or schedule online.
- College planning? Check.
- Retirement planning? Check.
- Estate planning? Check.
- Investments? Check.
- IRAs, 401(k)s, Social Security planning? Check, check & check.
It’s All About You
Long-term relationships that encourage open and honest communication have been the cornerstone of our firm since its inception and the foundation for our success. We want to learn as much as possible about your personal situation, your dreams and goals, and your tolerance for risk. The first step toward your journey to financial stability is having written goals, then implementing a custom plan developed just for you and your family through the generations.
Independent | Fiduciary | Multiple Strategic Partners
Our firm is independent and unbiased, and we have access to a large universe of financial services and products. As fiduciaries, we are legally required to do what’s in your best interests at all times, and that’s exactly the way we want it. We work as a team with your own legal and accounting professionals, or we have a network of strategic partners, CPAs, analysts, and estate attorneys that we can bring to the table on your behalf.
Schedule a Complimentary Consultation
Educational Resources
Our website is filled with educational videos, articles, and whitepapers designed to help you learn more about many financial topics, especially important during volatile and turbulent times. Be sure to explore the site, bookmark, and check back regularly to see more! If you have any questions that come up, feel free to call or send us a message. We take our clients’ (and prospective clients’) questions and suggestions seriously as we continually strive to make financial planning more understandable for everyone.
What’s the difference between a traditional IRA and a Roth IRA?
What’s the difference between a traditional IRA and a Roth IRA?
Do You Know the Connection Between Income and Medicare Costs?
Do You Know the Connection Between Income and Medicare Costs?
Will Your Nest Egg Withstand Inflation and Market Volatility?
Will Your Nest Egg Withstand Inflation and Market Volatility?
Marc’s nearly four decades of experience in investments, tax strategies, retirement planning, Social Security, life insurance strategies, estate planning, and long-term care insurance can help you take the next important step toward realizing your financial goals, enjoying a worry-free retirement, and leaving a loving legacy for your family. With skilled accountants, attorneys and analysts on his team, and always working in his clients’ best interests as a fiduciary, Marc has garnered a loyal and multigenerational clientele, many of whom he has worked with for decades.
Watch Video: Get to Know Marc
Products & Services at
American Cornerstone Group
The realities and complexities of today’s financial world can be daunting to anyone. In addition to managing and growing clients’ assets, American Cornerstone Group provides you with financial information and knowledge as it relates to your personal situation. We help ensure that you are not only an active participant in your own planning, but that you understand each step along the way. At American Cornerstone, we offer a large array of products and services that can be used for individuals, couples and families as part of your custom plan.
Investments
Financial Planning
Retirement Planning
Insurance
Our top priority is always about helping you take care of yourself and your family.
Schedule your complimentary first meeting with us to discuss how we can help you attain your financial goals. Remember that goals without a plan to achieve them are just wishes!
Schedule an AppointmentAmerican Cornerstone Group, Inc.
12106 Centennial Station
(Bldg. 12, Professional Center)
Warminster, PA 18974
Office: (215) 672-7676
Fax: (215) 682-7676
© 2025 American Cornerstone Group. All Rights Reserved. Securities and investment advisory services offered through Silver Oak Securities, Inc., member FINRA / SIPC. American Cornerstone Group, Inc. and Silver Oak Securities, Inc. are not affiliated.
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Contact Us
Let’s spend 60 minutes on a call together to talk about your financial and retirement goals and what we might to do help you achieve them. Schedule a time, call us at (215) 672-7676 or send us a message here.
