Managing Partner & Co-Founder
Joe Keifer is the managing partner and co-founder of Cornerstone Wealth Management LLC, a registered investment advisory firm with more than 80 advisors across the country. He founded the firm because he wanted to spend his time and attention on doing what’s best for clients, helping them create a plan to discover financial confidence.
"My philosophy, first and foremost, is to serve in the clients' best interest," he says. "My job is to bring my extensive training and those of my colleagues to the relationship in order to professionally work toward my clients' needs in a variety of disciplines."
As an independent advisor, Joe is passionate about serving as a fiduciary when advising successful families and institutions on how to pursue their distinct goals and objectives. He has worked extensively in the field of financial management since 1998 and has a strong tax background as he previously served as a CPA for eight years. A graduate of the University of Missouri – St Louis, Joe holds a degree in accounting.
Joe currently serves as a governor-appointed member of the Board of Trustees for the Missouri State Employees’ Retirement System (MOSERS), which is responsible for administering benefits, life insurance and compensation plan management for state employees. Joe has devoted substantial time and service to provide his specialized knowledge to board discussions and decisions. He has previously given his time to support several other nonprofit organizations, including the Chamber of Commerce, Boy Scouts of America, Ducks Unlimited Mid-County Chapter and the YMCA of St. Charles County.
Joe and his wife, Dina, have been married since 1994 and have two children, Grant and Gabrielle. When he’s not spending time with his family, you can find Joe on the golf course, traveling and enjoying just about any outdoor activity.