Fiduciary standard
We're legally and ethically bound to act in your best interest.
Academic Investing principles
An approach to investing built on decades of academic research instead of predictions or intuition.
Registered investment advisor
20+ years of experience
Paid through advisory fees
Fiduciary standard, always
Comprehensive financial planning
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.
- Fiduciary
- Ramsey Trusted SmartVestor Pro
Our process
Our investing principles come from Nobel Prize-winning research. Getting started takes three steps.
Step 1
Discovery call
A 15-minute call to talk through your goals and see how I can help.
Step 2
Consultation
We'll meet and walk you through how Academic Investing works.
Step 3
Portfolio analysis
We compare your current portfolio with one built on these academic principles.
How Cornerstone works
Academic Investing
Our portfolios are built on decades of peer-reviewed research, including the Efficient Market Hypothesis, Modern Portfolio Theory, and factor-based investing.
Paid through advisory fees
We're paid by our clients through advisory fees. We don't earn commissions on investments. You always know what your fee is and what it covers.
Coordinated family strategy
We look at investments, taxes, estate planning, and risk management together and coordinate them around the few choices that matter most to your family.
Purpose-driven wealth
We help you decide what your money is for, such as giving or leaving a legacy, and plan around it along with growth.
A senior investor coach
Every client works with a senior investor coach who knows their story. We keep our advisor-to-client ratio low so relationships stay personal.
Pick a time with William
Choose a time below for a free 15-minute call with no commitment. You can also open the calendar in a new tab.