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
Be empowered to capture the generous returns of the market. No guessing, predictions, or intuition required.
Scroll to learn more
Meet Your Advisor
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.
Why Cornerstone
We are legally and ethically bound to act in your best interest. No hidden incentives, no commissions, no conflicts of interest. Ever.
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.
One clear advisory fee. You always know exactly what you pay and why. No commissions, no product sales, no revenue-sharing behind the scenes.
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.
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.
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.
How It Works
Utilizing Nobel Prize-winning investing principles doesn't have to be a complex endeavor. Our simple process makes it quick and easy.
Let's connect for a quick 15-minute call to see how I can help based on your goals.
We'll meet and introduce you to the power of Academic Investing and the difference it can make.
Next, we will compare your current portfolio to one that is academically engineered.
Free Consultation
Tell us a little about yourself and we'll reach out within one business day to schedule your complimentary discovery call.
We'll respond within one business day.