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Worcester-based advisor Julian Hertel transferred his $60 million practice to Cornerstone RIA, expanding the firm’s private wealth presence in Massachusetts.
-Julian Hertel, Founder of Dream Big Wealth Strategies
Fairfield, NJ, United States, May 18, 2026 /EINPresswire.com/- Cornerstone Planning Group Worcester-based founder Julian Hertel announced today Dream Big Wealth Strategies, LLCHas joined the firm’s Registered Investment Advisor platform. Hertel brings an established advisory practice with approximately $60 million in assets under management.
Hertel joins Cornerstone after starting her practice at New York Life. She will continue to operate under the Dream Big Wealth Strategies brand while gaining access to Cornerstone’s advisor support infrastructure, including operations, compliance, technology, investment resources and practice management support.
“Dream Big Wealth Strategies has always been rooted in relationships, community, and helping people build the life that matters most to them,” said Julian Hertel, founder of Dream Big Wealth Strategies. “Joining Cornerstone gives me the support and flexibility to grow the practice in a way that honors those values while remaining deeply connected to my clients and the Worcester community.”
The move expands Cornerstone’s private wealth presence in Massachusetts and contributes to the firm surpassing $1 billion in assets under management on the private wealth side.
“Julian was a perfect match for CPG,” said Jay Tarnow, chief operating officer of Cornerstone Planning Group. “She embodies what we look for in an advisor: client impact, growth and a strong commitment to the community. We are proud to partner with her as she enters this next chapter.”
For Hertel, the change creates greater flexibility to grow the Dream Big Wealth strategy while maintaining its own brand identity and client relationships. She will continue to serve Worcester, Mass., clients supported by Cornerstone’s Fairfield, NJ-based RIA infrastructure.
Cornerstone Planning Group works with independent advisors who seek operational, compliance, investment, technology and business assistance to enhance their practices. The firm’s model is designed to help advisors retain ownership of their client relationships while gaining access to the infrastructure of a larger advisory firm.
To learn more about Cornerstone Planning Group, visit cornerstoneplanninggroup.com.
amanda tarno
Cornerstone Planning Group
+1 973-487-3220
Email us here
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