Allen Baumgarten

As the Founder and Principal Advisor of Cornerstone 360 Advisors, I bring over a decade of experience in wealth management, specializing in guiding professionals and business owners toward their financial goals while ensuring their investments reflect their faith-based values. My journey began at Merrill Lynch, where I developed a strong foundation in financial advisory. That experience inspired me to create a firm with a mission to integrate faith and finance—helping clients steward their wealth with purpose and confidence. In partnership with Eversource Wealth Management, I collaborate with a team equally committed to client success. Together, we design tailored financial strategies that align with each client’s values, vision, and long-term aspirations. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor®, my expertise spans comprehensive estate planning, tax optimization, and risk mitigation. I utilize Charles Schwab for asset custody, offering clients peace of mind that their investments are held securely with a trusted institution. My commitment to 360-degree financial guidance extends to business brokerage services through Strategic Business Intermediaries, where I assist clients in planning for and executing seamless business transitions. I hold a B.S. in Finance from Florida Atlantic University, along with the FINRA Series 66 registration, a Florida Real Estate License, and a 2-15 Insurance License. Whether you're growing your wealth, preparing for retirement, or navigating the sale of a business, my approach ensures every detail of your financial life is addressed with integrity, care, and a faith-centered perspective. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. EverSource Wealth Advisors, LLC is a registered investment advisor (RIA). The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.

With over twenty years of experience in Corporate Finance and Accounting, and ten years of experience in Data Science, Predictive Analytics, and Statistical Modeling, I bring a unique blend of "Business in the Trenches" and Advanced Analytics resulting in topline revenue generation and cost containment.