Cornagie Wealth Management logo

65 Years of Financial Advisor Experience
in Yardley, PA

What goals do you have for your wealth?

Do you want sustainable retirement income? To build a legacy founded on longevity?
Maybe you simply never feel like checking the stock market again.

No matter what, our goal is to be your most trusted investment planning team through all of life’s stages.

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What We Can Do For You

Your wealth is often diversified among various assets, working cohesively towards your financial goals.

Cornagie Wealth Management is structured the same way. We see ourselves as your financial resource and take pride in providing expert advice with seamless client service.

Working as a unit, we strive to provide exemplary guidance across multiple areas:

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Retirement Planning
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Tax Strategies
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Estate Planning Strategies
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Business Strategy
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Wells Fargo Advisors Financial Network is not a legal or tax advisor.
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Working With Us

Nobody cares more about growing and preserving your wealth more than we do.

Our clients appreciate our ability to simplify financial complexities with a serene but diligent approach, while taking the time to make sure you are fully informed about your tailored wealth plan — especially the why behind it.

First, we will help you identify your personal and professional goals

Then, we formulate a customized plan addressing both short- and long-term goals

Lastly, we meet with you to provide advice as you navigate life’s events

By working with us, you can:

  • Have your goals guide everything we do
  • Experience empathy and integrity at every turn
  • Receive ongoing oversight of your portfolio in light of life’s changes and broader economic developments
Most importantly, your investment plan will integrate expertise from internal resources and your external business advisors.

Our Firm At A Glance

65+ Combined Years of Experience

$157 Million AUM as of 12/5/23

Don Cornagie has been recognized as a [2023] Wells Fargo Advisors Financial Network Platinum Council (FINET Version)

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Contact Our Financial Advisors in Yardley, PA

We welcome the opportunity to discuss how our services can help your life’s goals.

Visit Us In Person:

285 Oxford Valley Road, Suite 320 Yardley, PA 19607

Call for Personalized Attention: