About
About Cornerstone Wealth Protection
Welcome to Cornerstone Wealth Protection
At Cornerstone Wealth Protection, we believe true financial planning is about more than numbers—it’s about people, purpose, and peace of mind. Based in Lancaster County, we proudly serve individuals, families, and retirees who want clarity, confidence, and control over their financial future. Our mission is simple: to put clients first, always, and to help protect what matters most at every stage of life.
Founded by Steve Topper, President, Cornerstone Wealth Protection was built on the conviction that financial guidance should be rooted in integrity, transparency, and long-term relationships—not sales quotas or short-term profits. As a faith-based business, we strive to do the right thing first, provide honest guidance, and serve our clients with care, respect, and accountability.
A Foundation Built on Experience and Values
Steve Topper began his career in the financial services industry in 2013. After years of success as a Vice President at another firm, Steve saw firsthand both the strengths—and the shortcomings—of traditional financial planning models. While many firms focused on products and profits, Steve believed clients deserved something better: advice that truly aligned with their goals, values, and life circumstances.
That belief led to the creation of Cornerstone Wealth Protection—a firm designed to serve as a trusted financial partner, especially for those in or approaching retirement. With deep industry knowledge and a commitment to lifelong learning, Steve brings both experience and heart to every client relationship.
Comprehensive Financial Services Under One Roof
Cornerstone Wealth Protection offers a comprehensive approach to wealth and retirement planning, helping clients navigate complex financial decisions with confidence. Our services include:
Estate Planning – Helping ensure your legacy is protected and your wishes are honored for generations to come
Tax Planning Strategies – Identifying opportunities to reduce tax exposure and increase efficiency, especially during retirement
Strategic Financial Planning – Creating personalized plans that align income, assets, risk management, and long-term goals
Investment Management – Thoughtful, risk-aware investment strategies designed to support your lifestyle and retirement objectives
We specialize in working with individuals and couples age 55 and over, including retirees, pre-retirees, and business owners preparing for their next chapter. Our planning process is designed to reduce uncertainty, preserve wealth, and help you feel confident about the road ahead.
Putting Clients Before Profits
At Cornerstone Wealth Protection, relationships come first. We take the time to listen, understand your story, and tailor solutions to your unique needs—never a one-size-fits-all approach. Our goal is to simplify complex financial topics, explain your options clearly, and empower you to make informed decisions.
We believe trust is earned, not assumed. That’s why we emphasize education, open communication, and ongoing support. Whether you’re planning for retirement, protecting assets, or preparing to pass wealth on to loved ones, you can expect guidance that puts your best interests at the center of every recommendation.
A Faith-Based Approach to Financial Stewardship
As a faith-based firm, Cornerstone Wealth Protection operates on principles of honesty, stewardship, and service. We view financial planning as a responsibility—helping clients wisely manage the resources they’ve worked hard to build. Doing the right thing isn’t a slogan here; it’s the standard by which every decision is made.
Proudly Serving Lancaster County and Beyond
Located in Lancaster County, Cornerstone Wealth Protection is proud to serve our local community and surrounding areas. We understand the values, concerns, and goals of the families who live here, and we’re honored to be a trusted resource for long-term financial guidance.
Your Cornerstone for Financial Confidence
Your financial life deserves a strong foundation. At Cornerstone Wealth Protection, we’re committed to helping you protect your wealth, plan with purpose, and move forward with confidence—today, tomorrow, and for generations to come.
If you’re looking for a financial partner who values integrity, experience, and faith-driven service, we invite you to connect with us and discover the Cornerstone difference.
Strategic. Comprehensive. Tactical.
At Cornerstone Wealth Protection, our passion is providing safe money solutions to help your clients reach their financial goals and enjoy a sustainable retirement. We believe there are Four Pillars to a Sustainable Retirement Planning Strategy
- Smart Asset Accumulation that includes guaranteed protection from market loss.
- Ensuring that you have enough guaranteed income that you cannot outlive.
- Planning for the possibility of a long term care event; the greatest threat to any retirement plan.
- Developing a tax efficient wealth transfer strategy.
If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please click here to set up a free virtual consultation.
