Fiduciary, Always
We are legally and ethically bound to act in your best interest. No hidden incentives, no commissions, no conflicts of interest. Ever.
Fee-Only · Fiduciary · Independent
Academic Investing
Principles
Be empowered to capture the generous returns of the market. No guessing, predictions, or intuition required.
Scroll to learn moreRegistered Investment Advisor
20+ Years of Experience
Fee-Only, No Commissions
Fiduciary Standard, Always
Comprehensive Financial Planning
Meet Your Advisor
Meet William
Investment Advisor · Grand Rapids, MI
William's True Purpose is to coach families to Discover SECURITY in their life and fuel a fire for ADVENTURE. He believes that a solid foundation in faith, education, and finances creates a springboard to launch out and enjoy serving in God's creation. He does this by serving families in West Michigan as a Ramsey Trusted SmartVestor Pro with Cornerstone Wealth Partners.
- Fee-Only
- NAPFA Member
- Fiduciary
- Ramsey Trusted SmartVestor Pro
$100MM+
Wealth Created
$450MM+
Being Stewarded
2,000+
Happy Investors
How It Works
Our Process
Utilizing Nobel Prize-winning investing principles doesn't have to be a complex endeavor. Our simple process makes it quick and easy.
01
Discovery Call
Let's connect for a quick 15-minute call to see how I can help based on your goals.
02
Consultation
We'll meet and introduce you to the power of Academic Investing and the difference it can make.
03
Portfolio Analysis
Next, we will compare your current portfolio to one that is academically engineered.
Why Cornerstone
Built differently.
By design.
Academic Investing
Our portfolios aren't built on predictions or intuition. They're grounded in decades of peer-reviewed research: the Efficient Market Hypothesis, Modern Portfolio Theory, and factor-based investing.
Fee-Only, Transparent
One clear advisory fee. You always know exactly what you pay and why. No commissions, no product sales, no revenue-sharing behind the scenes.
Coordinated Family Strategy
Investments, tax, estate, and risk management aren't separate boxes. We coordinate the pieces around a few deliberate choices that align your money with the life you actually want.
Purpose-Driven Wealth
Real wealth is about fruitfulness: generosity, legacy, and freedom. We help you discover what your money is actually for, not just how to grow it.
An Investor Coach, Not a Salesperson
Every client works with a senior investor coach who knows their story. We intentionally keep our advisor-to-client ratio low so relationships stay personal.
Free Consultation
Pick a time with William.
Find a time below that works for you. 15 minutes, no commitment. Prefer a new tab? Open the calendar directly.