Cornerstone Wealth Management Renamed Hefty
Wealth Partners
New name reflects growth and commitment to superior client service
August 04, 2010 11:46 AM Eastern Daylight Time
AUBURN, Ind.--(EON: Enhanced Online News)--A leading wealth management firm is changing its name.
Effective today, Cornerstone Wealth Management will be known as Hefty Wealth Partners. The new name better
reflects the existing company partnership and separates the firm from other similarly named entities.
The name change coincides with the decision to become a hybrid Registered Investment Advisor (RIA). The hybrid
model allows the company to operate as a full service firm no longer tied to one custodian, and provides clients with
greater flexibility when needed. The change does not affect current ownership or mission.
“We are excited about changing our name to Hefty Wealth Partners while shifting to a RIA,” says David Hefty, CEO
and co-founder of Hefty Wealth Partners. “As our breadth of services continues to expand, the changes seemed a
natural transition to reflect our commitment to meet each client’s specific needs and differentiate the company from
others. Both changes more accurately reflect who we are as independent, unbiased and thoughtful financial
advisors.”
This is an exciting time for Hefty Wealth Partners and its clients. Founded 10 years ago, with the mission to provide
independent, unbiased advice based on each client’s needs and objectives, Hefty Wealth Partners is committed to
ensuring individuals have a personalized plan and professional attention needed to achieve their investment and
financial goals. The firm has become a nationally-recognized wealth management company and has been featured in
media outlets including: CNBC, Fox Business, The Wall Street Journal, New York Times, USA Today, Associated
Press, Forbes, MarketWatch and more.
Hefty Wealth Partners will continue to operate through LPL Financial, the nation’s largest independent broker-dealer
based on revenue as reported in Financial