American Cornerstone Group, Inc., founded and led by Marc Rosenblum, CFP®, ChFC®, CLU®, 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.
About American Cornerstone Group
in Philadelphia
What You Can Expect From Us: Our Guiding Principles
Clear & Unbiased Advice
We work hard to provide clear and unbiased advice and guidance based on experience, in-depth research and analysis of your financial situation and lifestyle. Through sophisticated modeling, we can help you determine the adequacy of your current financial situation, show how a given financial planning strategy that you have already implemented or are considering implementing compares to other available strategies, and demonstrate what could happen to your current financial plan if you should experience significant changes in your personal or family situation, taxes, inflation or investment returns.
Fresh Ideas & Timely Information
Legislation, the economy and markets never stay the same. We provide relevant and timely information to help you reach your financial and retirement goals. Fresh ideas for investment strategies, utilizing proven plans and configurations that are appropriate for you. Marc can show you how a planning strategy that you may have already implemented or are considering implementing compares to other available strategies, and will demonstrate what could happen to your current financial plan if you should experience significant changes in your personal or family situation, taxes, inflation or investment returns.
Accessible, Personal Guidance
We are easy access, and hold regularly scheduled face-to-face reviews. We promptly return phone calls, and deliver results-oriented service, all designed around your schedule. Marc Rosenblum frequently goes above-and-beyond with guidance and assistance through clients’ major life events, and he can help relieve the burden of managing finances, especially when immediate priorities may be temporarily elsewhere.
We Advocate; You Are An Active Participant
We function as a real client advocate who is approachable, trustworthy and resourceful in nearly every aspect of financial planning and wealth preservation. You are an active participant in your own planning, and we help you understand each step along the way. We typically answer your questions before you even ask them.
Deeply Personal Connection
A connection at a far deeper level than asset allocation and financial strategies alone can ever hope to touch. We seek to connect at the heart, and do so in a natural and authentic way. Few other advisors achieve the level of connectivity and humanity that Marc Rosenblum reaches with his clients.
Ongoing Updates & Reviews
Regularly scheduled reviews help ensure that your financial strategies and plans remain relevant and appropriate to you and your lifestyle. You won’t feel lost when Marc is on the job, nor will you become a “client number” who rarely hears from his or her advisor; Marc will remain a key partner in helping you achieve your financial goals and aspirations.
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.
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.
