Welcome to The Templeton Group
We are experienced financial advisors in Columbia, SC, ready to help you create a plan to work toward financial success while you focus on life’s other priorities. When you work with The Templeton Group at Cornerstone Financial Management, we will take the time to have real conversations about your current financial situation, your values, your career, and your family to help you work toward your financial goals.
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.
We’ll take the time to get to know you and your goals, then create a plan to help you pursue them. The Templeton Group at Cornerstone Financial Management offers planning and management across the decisions that shape a household and a business.
We’ll take the time to get to know you and your goals, then create a comprehensive financial plan to help you pursue them.
Learn MoreWe’ll help you understand your options and create a plan for your retirement.
Learn MoreWe offer actively managed portfolios where appropriate as well as options for fixed stock and mutual fund portfolios.
Learn MoreUnderstanding investment risk and defining your risk preference is crucial. We’ll provide guidance on balancing risk based on your goals.
Learn MoreAlso known as Medicare supplemental insurance, Medigap plans can provide essential insurance coverage for some individuals.
Learn MoreDo you have a plan for your estate after you’re gone? We can help you strategize so that your wishes are followed while discussing options to avoid probate.
Learn MoreHigher education is more expensive than ever. If you or your children plan to attend college, it’s important to understand your options.
Learn MoreInsurance is crucial to help mitigate risk in your financial plan. We’ll walk you through your coverage options for your needs.
Learn MoreDo you own a small business? Providing competitive employee benefits is a great way to attract and retain top talent.
Learn MoreFully understanding a person’s financial needs is a process we feel is not always addressed well by completing an online form. Human interaction sheds the right light on a situation.
See How It WorksRobert Templeton, Ryan Templeton, Tim Albergotti, Jordan Lane, and Ruth Barwick work together at the Columbia office.
CKA®
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CFP®, CKA®
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CEPA®
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MS
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Planning notes on investing, retirement, debt, and the life events worth preparing for.
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Read More →Request an initial consultation with The Templeton Group in Columbia. We will build the plan with you, not for you.
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