Why Us
Cornerstone Advisor Group is a family-founded, veteran run financial firm guided by the principles of integrity, service, and excellence. Inspired by the discipline and innovation of our unique backgrounds, we uphold our Christian values in every relationship — striving to treat others as we would want to be treated.
We provide comprehensive financial planning services, including retirement guidance, insurance options, estate planning, and tax services. Our goal is to make these topics clear and straightforward, so you feel confident in your decisions.
Our History
Cornerstone Advisor Group represents the merger of two successful financial firms: National Financial Services, Inc. (NFS) and The Abbate Agency (TAA).
Founded in 1904 by Samuel Rhodes Jr., NFS — originally known as The Virginia Agency of National Life Group — was led for over 50 years by the Richardson family. After W.B. Richardson and his son Jack, Eddie F. Hearp, CLU, ChFC, took over in 1981 through a succession plan with Jack. Eddie grew the firm into a regional powerhouse, known for his strong ties to Virginia Tech and his commitment to Million Dollar Round Table (MDRT) values. In 2004, Eddie’s son, Todd F. Hearp, CLU, became CEO and expanded NFS into a dominant financial services provider across Southwest Virginia and North Carolina.
The Abbate Agency (TAA) was founded in 2005 by Robert “Bob” Abbate with a vision to build a faith-based community by offering financial products and services that align with clients' core values and beliefs. In 2018, Bob’s son, Nick Abbate, joined the firm and expanded its offerings by introducing holistic, faith-based wealth management services. By 2023, TAA had grown to become a leading Catholic Insurance and Investment agency in Virginia.
In 2024, after many years of friendship and collaboration, the Hearp and Abbate families decided to unite their expertise and resources, forming Cornerstone Advisor Group, LLC.
Our Future
With over 200 years of combined experience, Cornerstone Advisor Group serves clients through an extensive network of financial professionals, tax specialists, and attorneys.
Our offices are located in Virginia, West Virginia, Pennsylvania, North Carolina, South Carolina, Tennessee and Florida and we are expanding into additional areas such as Maryland, Kentucky, and Colorado.
Wherever you are in life, we are here to add "Excellence in Life Planning"!