Okemos, MI
Serving families locally and across Michigan.
Plan with a local advisor.
Maxwell Beals works with families in Okemos, MI and surrounding communities to build plans that fit today and prepare for what's ahead.
Family focused
Helping you make confident decisions for the people who matter most.
Fiduciary standard
Independent advice. Always in your best interest.
About Maxwell
Guidance with a personal center.
Maxwell joined Cornerstone in client services and now serves families as an investment advisor.
He learned the firm from the service side first, handling the account work that keeps client plans moving.
He helps clients understand their options and take the next step with confidence.
Schedule
Pick a time with Maxwell.
Find a time below that works for you. Prefer a new tab? Open the calendar directly.