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Investment Management and 

Financial Planning



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Preserving Your Values 

While Building the Cornerstones of Your Wealth

Why Choose Financial Cornerstones?

We understand that investing and markets can be confusing. 

But there’s a solution! 

 We help you gain the clarity needed to plan well and make sound investing decisions.


Plan with Clarity

We work together with you, providing you with the necessary tools to plan for your financial future.

Move Forward with Confidence

We give you with easy-to-understand recommendations and help you implement them every step of the way.

Live with Financial Contentment

We guide you in your investment decisions to bring financial discipline, generosity and peace into your life.


Schedule a Free Consultation

Investors have many questions regarding how their money is working for them and if they
will meet their goals. These worries contribute to a lack of financial freedom and peace.


Am I saving enough
for retirement?

Am I invested
wisely?

Will my family be okay
when I’m gone?

Using our Three-Step Planning Process,

you can be on the path to 'Preserving Your Values

While Building the Financial Cornerstones of Your Wealth'


The Financial Cornerstones Three-Step Planning Process


Listen & Discover

First, we get to know each other to see if our services are a good fit for you. We will discuss your personal and financial picture as well as your goals, values, beliefs and vision. And we will discover what's important to you and discuss how we can help get you there.

Build & Propose

Next, we will gather your data and analyzing your financial situation. We will consider your present and future needs as we design a comprehensive financial strategy for you. And we will present a personal plan to you and explain the reason behind our recommendations.

Implement & Monitor

Then, we put to work the strategies we have designed to support your values and financial goals.  We will meet with you periodically to review your personal plan and keep you on track. And we will consult with you to recommend adjustments as markets and your life changes.


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Preserving Your Values

Building the Cornerstones of Your Wealth
So at the end of your life, you will hear,
"Well done, good and faithful servant!"

Align Your Investment Choices with Your Values.


"We need to be careful about what our investment dollars are supporting. Some companies that typically offer strong profits prey on the weaknesses of others… Christians need to think twice about investing in any company that would be deemed socially unethical. My advice is to stay away from any company that makes money from activities that are morally reprehensible."

Larry Burkett, Co-Founder, Crown Financial Ministries

Make an Impact on the World with Your Resources.


"At the end of life, we will not be judged by how many diplomas we have received, how much money we have made, how many great things we have done. We will be judged by "I was hungry, and you gave me something to eat, I was naked, and you clothed me. I was homeless, and you took me in."

Mother Teresa, Catholic nun & Missionary

Discover Why Honoring God in Your Investments Matters.


"Biblically Responsible Investing (BRI) is uniquely significant in its ability to help Christian investors effectively implement an investment philosophy consistent with biblical wisdom and principles... As more and more Christians adopt a BRI approach, our ability to uphold biblical values in the marketplace will not only increase, but we will also improve our personal stewardship over the assets the Lord has entrusted to us."

Ron Blue, Founding Director, Kingdom Advisors

Please give us a call.
We would love the opportunity to become your trusted advisor!


Schedule a Free Consultation


As an independent wealth management firm, we work as your trusted advisors to bring wisdom and experience to the investment management and planning process. Our goal is to not only meet but to exceed your expectations in financial management. While most financial plans will include basic analysis and recommendations for retirement, asset allocation, and wealth transition, we believe our value goes far beyond what traditional financial planning provides.

We operate in a fiduciary capacity and believe the development of a comprehensive strategic plan is a critical component in helping you accomplish your financial goals. Our process centers around the understanding that the highest level of objectivity is achieved through a fee-based investment management relationship with you. In this way, we align our interests with yours to provide optimal levels of planning expertise and portfolio management.

We utilize both active and tactical portfolio management. With active portfolio management, we rely on analytical research, forecasts, 

and professional experience to make decisions on which securities to buy, sell, and hold. We believe that inefficiencies in the market create opportunities to identify mispriced securities and thereby achieve stronger long-term returns than simply following an index. With tactical asset management, we believe this approach allows us to take advantage of sectors in the market that may be underpriced and reduce exposure to the areas in the market that may be significantly overpriced

And we go one step further. We add an extra layer of due diligence to the research process by screening investments for moral issues based on Christian values. Implementing faith-based investing begins just like any other investment management process - looking for great investments.

Bottom line:

Our philosophy in financial management is to preserve what you value most while helping you to build the cornerstones of your wealth!

Mark Lasseigne, CFP®, CMT®, CKA® Photo

Mark Lasseigne, CFP®, CMT®, CKA®

Managing Member & Founder, Financial Cornerstones, LLC

I have always been around business and finance. After finishing college, I began a management career in the food industry, and shortly afterward, formed my own business which I ran successfully for several years. It was a valuable experience, sharpening my understanding of the necessity of managing risks while maximizing returns. 

In 2007 I found a new passion and became a financial advisor with a major broker-dealer. However, it wasn’t long before I began to learn that some investments profited in things I disagreed with - abortion, pornography and the promotion of anti-family lifestyles. I truly believe that God owns it all and that we are stewards of His resources. And I knew I had to change what I was doing. 

I made a commitment to faith-based investing in 2010. It was a radical change and one that many didn’t understand. But in my heart, I knew it was the right thing to do. Using pro-family and pro-life values in investment and financial choices, I understood that we become more than wise investors, we become good stewards of what we’ve been given.

In 2019 I made another change, becoming a true fiduciary as an independent advisor. With this independence, I serve my clients' best interests with complete transparency and have more intimate relationships with the people I work with. Most importantly, it allows me to work fully as both a market technician and specialize in the area or morally responsible investing. I love what I do!

As a member of Sts. Simon & Jude Parish, I donate my time and resources to both my church and the Christian organizations I believe in. In addition, I am a member of Kingdom Advisors, the National Association of Christian Financial Counselors, and the Association for Catholic Investing. 

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