About Cornerstone

Cornerstone has been an independent fiduciary firm since 2008. We coach families on money and manage their investments.

The Cornerstone team on a bridge in Grand Rapids

Why we're set up this way

How the firm is structured and how we're paid.

We're fiduciaries

Many advisors work for banks or insurance companies. We're regulated as fiduciaries and must act in your best interest, so our advice has no sales quota behind it.

We're paid through advisory fees

We're paid by our clients through advisory fees. We don't earn commissions on products. Your fee is itemized on your quarterly statement, so you always know what you pay.

We're independent

We aren't tied to any bank, brokerage, or insurance company, so there's no pressure to recommend a certain product. We can choose from the whole market.

What we believe

The six values we live by.

Excellence
Anything worth doing is worth doing well.
Fruitfulness
People are designed to be fruitful like a tree more than efficient like a machine.
Integrity
We're only as good as our word.
Free markets
We believe free markets are the best way for people to build wealth, failure is built into the mechanism.
Coaching
Coaching people toward their purpose, alongside solid investing, is the most important thing we do.
Meekness
“We all wish to see quiet families, and quiet churches, and quiet neighborhoods, and quiet nations. It will be so if there be quiet hearts, and not otherwise.”
Matthew Henry