Cornerstone Wealth Partners

Cornerstone Wealth Partners is a firm of independent fiduciary financial advisors that builds portfolios on market research and helps families with retirement planning, tax-aware planning and big financial decisions. Its advisors are paid through advisory fees rather than commissions on products, and the firm pairs investment management with regular financial coaching built around what a family wants its money to do.

New clients usually start with a portfolio analysis that shows what they own and what they pay for it. Families can request a meeting online, and each family works with one advisor backed by a client services team. The Okemos office is at Jolly Rd, with other offices in Grand Rapids and Peachtree City, Georgia.