Cornerstone Wealth Management Partners, PC - LPL Financial

Cornerstone Wealth Management Partners, PC - LPL Financial Financial advisor serving Kalispell, Montana, and beyond with comprehensive financial services.

Financial advisor serving Kalispell, Montana and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance. Mission Statement
We will make a positive difference in each of our client’s lives by guiding them as they work towards their financial dreams. Vision Statement
We will strive to create a financial plan

for each of our clients that will form the “Cornerstone” of a successful life journey. Value Proposition
We are passionate about helping our clients plan for the dreams and goals that are most important to them and helping them live their lives with confidence. Don Rich holds several degrees including:
College for Financial Planning
Master of Science (M.S.)Field Of StudyPersonal Financial Planning
2009 – 2011


College for Financial Planning
Certified Financial Planner
Financial Planning and Services
1994 – 1997


University of Arizona
Master's degree
Field Of StudyAthletic Training/Trainer
National Athletic Trainer's Association Certified Athletic Trainer
1977 – 1978


Montana State University-Bozeman
Bachelor of Science (B.S.)Field Of StudySecondary Education, Physical Education, General Science
1973 – 1977


Northern Montana College
General Studies
1971 – 1972

Donald Rich is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.cornerstone-wealth.com.

The FAFSA deadline is just around the corner! 📚🏫📖 If you haven’t submitted your application, now is the time to review y...
06/23/2026

The FAFSA deadline is just around the corner! 📚🏫📖 If you haven’t submitted your application, now is the time to review your information and complete the process.

Happy Father’s Day to all the dads and father figures who lead, support, and guide their families every day. Wishing you...
06/21/2026

Happy Father’s Day to all the dads and father figures who lead, support, and guide their families every day. Wishing you a day filled with appreciation and time well spent!

Summer is officially here! 😎☀️🌻 As seasons change, it’s a good reminder to revisit goals, enjoy time with family, and co...
06/20/2026

Summer is officially here! 😎☀️🌻 As seasons change, it’s a good reminder to revisit goals, enjoy time with family, and continue planning with purpose.

Thoughtful planning includes helping families understand important details when it matters most. We appreciate the oppor...
06/16/2026

Thoughtful planning includes helping families understand important details when it matters most. We appreciate the opportunity to support clients with clear information and careful guidance through each stage of life.

Today we recognize Flag Day and the history and values it represents. A moment to reflect on unity, service, and the pri...
06/14/2026

Today we recognize Flag Day and the history and values it represents. A moment to reflect on unity, service, and the principles that continue to shape our nation.

On June 10, 1977, Don graduated with honors from Montana State University, earning a Bachelor of Science in Physical Edu...
06/10/2026

On June 10, 1977, Don graduated with honors from Montana State University, earning a Bachelor of Science in Physical Education and General Science. 🎓

This marked an early foundation built on discipline, academic excellence, and dedication, qualities that continue to shape Don’s professional approach decades later!

Address

60 Four Mile Drive, Suite 9
Kalispell, MT
59901

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Website

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