Tim Whelan: Investment Advisor | Cornerstone Wealth Partners
Tim Whelan

Tim Whelan

Investment Advisor

Tim works with families who want clarity around their plan and discipline around their long-term investing.

Based in Okemos, MIMeets in person or by video
Work with TimFree, no paperwork

About Tim

Tim helps families make confident financial decisions at every stage of life.

He focuses on evidence-based investing and clear communication.

His goal is for clients to feel informed and supported.

Tim and family

Talk with us

Pick whichever is easiest. It's free and there's no pressure to sign anything.