Evan Vanderwey
Founder and Investment Advisor
Evan founded Cornerstone Wealth Partners in 2008. He works with families on long-range strategy from our Okemos office and speaks at many of our Investor Coaching Series evenings.
About Evan
Evan started Cornerstone in 2008 and still leads the firm from our Okemos office.
Most of his time goes to families with big decisions ahead of them, like when they can retire, how much to give, and what they want to leave their kids. He helps them settle what their money is for, then builds the investing around it.
Evan speaks at many of our Investor Coaching Series evenings in Lansing and Grand Rapids, where families learn how markets work before they make a big decision.
He lives in Mason, Michigan with his wife Jenny and their 12 children.
What Evan helps with
- Long-range family strategy for retirement, giving and what you leave behind
- Deciding when you can retire
- How markets work and why we invest the way we do
- Staying invested when markets drop
- Investor Coaching Series talks in Lansing and Grand Rapids
Background
- Education
- B.S. in Accounting, Calvin College
- At Cornerstone
- Founded the firm in 2008
- Licensed
- Series 65, 2007
- Talks
- Investor Coaching Series sessions on investing myths and how investors behave