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1<link href="/static/css/main.4f4eed95.css" rel="stylesheet"><title>Independent Fiduciary Advisors | Cornerstone Wealth Partners</title><meta name="description" content="Cornerstone Wealth Partners helps families in Michigan and Georgia discover the value of their money. Independent fiduciary advisors. We're paid by our clients through advisory fees. We don't earn commissions on products."><link rel="canonical" href="https://cornerstonewealthpartners.com"><meta property="og:type" content="website"><meta property="og:site_name" content="Cornerstone Wealth Partners"><meta property="og:title" content="Independent Fiduciary Advisors | Cornerstone Wealth Partners"><meta property="og:description" content="Cornerstone Wealth Partners helps families in Michigan and Georgia discover the value of their money. Independent fiduciary advisors. We're paid by our clients through advisory fees. We don't earn commissions on products."><meta property="og:url" content="https://cornerstonewealthpartners.com"><meta property="og:image" content="https://cornerstonewealthpartners.com/images/team-bridge-isaiah-v2.webp"><meta name="twitter:card" content="summary_large_image"><meta name="twitter:title" content="Independent Fiduciary Advisors | Cornerstone Wealth Partners"><meta name="twitter:description" content="Cornerstone Wealth Partners helps families in Michigan and Georgia discover the value of their money. Independent fiduciary advisors. We're paid by our clients through advisory fees. We don't earn commissions on products."><meta name="twitter:image" content="https://cornerstonewealthpartners.com/images/team-bridge-isaiah-v2.webp"></head><body><noscript>You need to enable JavaScript to run this app.</noscript><div id="root"><a class="skip-link" href="#main">Skip to content</a><header class="site-header"><div class="header-inner"><a class="brand" aria-label="Cornerstone Wealth Partners home" href="/" data-discover="true"><img alt="Cornerstone Wealth Partners" src="/logos/logo-wordmark-white.png"></a><button class="nav-toggle" type="button" aria-label="Open navigation" aria-controls="site-menu-mobile" aria-expanded="false"><span class="nav-toggle-lines" aria-hidden="true"></span></button><nav class="site-nav" id="site-menu" aria-label="Primary navigation"><a class="" href="/services" data-discover="true">Services</a><a class="" href="/about" data-discover="true">About</a><a class="" href="/events" data-discover="true">Events</a><a class="" href="/insights" data-discover="true">Insights</a><a class="nav-cta" href="/contact/#contact-form" data-discover="true">Get started</a><a class="nav-staff-login" href="https://cwp-website.pages.dev/portal/">Staff Portal</a></nav></div></header><nav class="site-nav-mobile" id="site-menu-mobile" aria-label="Primary navigation" inert=""><a class="" href="/services" data-discover="true">Services</a><a class="" href="/about" data-discover="true">About</a><a class="" href="/events" data-discover="true">Events</a><a class="" href="/insights" data-discover="true">Insights</a><a class="nav-cta" href="/contact/#contact-form" data-discover="true">Get started</a><a class="nav-staff-login" href="https://cwp-website.pages.dev/portal/">Staff Portal</a></nav><main id="main"><div class="v3">
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1<div class="navy run"><div class="wrap hero"><div><h1 class="rise">We help families discover the value of their money</h1><p class="lede rise d1">Cornerstone is a firm of independent fiduciary advisors. We coach families on money, build portfolios on research, and help with the big financial decisions.</p><div class="cta rise d2"><a class="btn bronze" href="/contact/#contact-form" data-discover="true">Get started <svg viewBox="0 0 16 16" fill="none" stroke="currentColor" stroke-width="1.8" stroke-linecap="round" aria-hidden="true"><path d="M3 8h10M9 4l4 4-4 4"></path></svg></a><a class="btn ghost" href="/events/" data-discover="true">See upcoming events</a></div></div><svg class="wall bp" viewBox="0 0 600 340" role="img" aria-label="A stone wall of three courses resting on a bronze cornerstone labeled strong families. The courses are academic investing, family strategy, and financial coaching."><defs><pattern id="wallgrid" width="20" height="20" patternUnits="userSpaceOnUse"><path class="grid" d="M20 0H0V20" fill="none"></path></pattern></defs><rect width="600" height="340" fill="url(#wallgrid)"></rect><g class="drop" style="animation-delay: 0.2s;"><rect x="30" y="250" width="136" height="64" rx="3" class="stone corner"></rect><text x="44" y="289" class="lbl-c">Strong families</text></g><g class="drop" style="animation-delay: 0.35s;"><rect x="178" y="250" width="112" height="64" rx="3" class="stone"></rect></g><g class="drop" style="animation-delay: 0.5s;"><rect x="302" y="250" width="80" height="64" rx="3" class="stone"></rect></g><g class="drop" style="animation-delay: 0.65s;"><rect x="30" y="176" width="86" height="64" rx="3" class="stone"></rect></g><g class="drop" style="animation-delay: 0.8s;"><rect x="128" y="176" width="128" height="64" rx="3" class="stone"></rect></g><g class="drop" style="animation-delay: 0.95s;"><rect x="268" y="176" width="114" height="64" rx="3" class="stone"></rect></g><g class="drop" style="animation-delay: 1.1s;"><rect x="30" y="102" width="144" height="64" rx="3" class="stone"></rect></g><g class="drop" style="animation-delay: 1.25s;"><rect x="186" y="102" width="98" height="64" rx="3" class="stone"></rect></g><g class="drop" style="animation-delay: 1.4s;"><rect x="296" y="102" width="86" height="64" rx="3" class="stone"></rect></g><g class="fade d12"><line class="leader" x1="392" y1="140" x2="420" y2="140"></line><text class="lbl" x="428" y="145">Financial coaching</text><line class="leader" x1="392" y1="214" x2="420" y2="214"></line><text class="lbl" x="428" y="219">Family strategy</text><line class="leader" x1="392" y1="288" x2="420" y2="288"></line><text class="lbl" x="428" y="293">Academic investing</text></g></svg></div></div><div class="white"><div class="wrap"><div class="trust"><div><b>SEC registered</b><span>Investment adviser</span></div><div><b>Fiduciary</b><span>We act in your best interest</span></div><div><b>Paid through advisory fees</b><span>We don't earn commissions on products</span></div></div></div></div><section class="sec wrap"><div class="shead"><div><h2>What we do</h2></div><a class="lnk" href="/services/" data-discover="true">All services</a></div><div class="svc"><svg class="ill" viewBox="0 0 200 120" role="img" aria-label="Illustrative 70/30 allocation ring"><circle cx="60" cy="60" r="40" fill="none" stroke="#EAF0F4" stroke-width="16"></circle><circle class="fade" cx="60" cy="60" r="40" fill="none" stroke="#17374E" stroke-width="16" transform="rotate(-90 60 60)" stroke-dasharray="113.1 251.3"></circle><circle class="fade d2" cx="60" cy="60" r="40" fill="none" stroke="#5B7E99" stroke-width="16" transform="rotate(72 60 60)" stroke-dasharray="62.8 251.3"></circle><circle class="fade d4" cx="60" cy="60" r="40" fill="none" stroke="#B0894C" stroke-width="16" transform="rotate(162 60 60)" stroke-dasharray="75.4 251.3"></circle><text class="tb" x="60" y="66" text-anchor="middle">70/30</text><text class="t" x="118" y="46">US stocks</text><text class="t" x="118" y="66">International</text><text class="t" x="118" y="86">Bonds</text></svg><div><h3>Academic investing</h3><p>We build portfolios on market research instead of predictions. We keep them broadly diversified and low cost, and rebalance on a schedule.</p><p class="disc" style="margin-top: 8px;">Illustrative mix only. Not a recommendation. Your allocation depends on your goals and risk.</p></div><a class="lnk" href="/services/#academic-investing" data-discover="true">How we invest</a></div><div class="svc"><svg class="ill" viewBox="0 0 200 120" role="img" aria-label="A timeline with three stages: saving, retirement, and legacy"><line class="hair" x1="14" y1="70" x2="186" y2="70"></line><path class="ln draw" pathLength="1" d="M14 70H186"></path><circle class="fade d3" cx="50" cy="70" r="7" fill="#FFFFFF" stroke="#17374E" stroke-width="2"></circle><circle class="fade d5" cx="112" cy="70" r="7" fill="#FFFFFF" stroke="#17374E" stroke-width="2"></circle><circle class="fade d8" cx="172" cy="70" r="7" fill="#D9BE85" stroke="#8A6B34" stroke-width="2"></circle><text class="t" x="50" y="50" text-anchor="middle">Saving</text><text class="t" x="112" y="50" text-anchor="middle">Retirement</text><text class="t" x="172" y="50" text-anchor="middle">Legacy</text></svg><div><h3>Family strategy</h3><p>We help you decide when to retire, how much to save, how to handle taxes and what to leave behind. Then we check on those decisions at every meeting.</p></div><a class="lnk" href="/services/#family-strategy" data-discover="true">About family strategy</a></div><div class="svc"><svg class="ill" viewBox="0 0 200 120" role="img" aria-label="A year of months with regular meetings marked"><rect x="12" y="20" width="24" height="30" rx="3" fill="#17374E" class="fade" style="animation-delay: 0.1s;"></rect><rect x="42" y="20" width="24" height="30" rx="3" fill="#17374E" class="fade" style="animation-delay: 0.22s;"></rect><rect x="72" y="20" width="24" height="30" rx="3" fill="#17374E" class="fade" style="animation-delay: 0.34s;"></rect><rect x="102" y="20" width="24" height="30" rx="3" fill="#EAF0F4"></rect><rect x="132" y="20" width="24" height="30" rx="3" fill="#EAF0F4"></rect><rect x="162" y="20" width="24" height="30" rx="3" fill="#B0894C" class="fade" style="animation-delay: 0.7s;"></rect><rect x="12" y="64" width="24" height="30" rx="3" fill="#EAF0F4"></rect><rect x="42" y="64" width="24" height="30" rx="3" fill="#EAF0F4"></rect><rect x="72" y="64" width="24" height="30" rx="3" fill="#B0894C" class="fade" style="animation-delay: 1.06s;"></rect><rect x="102" y="64" width="24" height="30" rx="3" fill="#EAF0F4"></rect><rect x="132" y="64" width="24" height="30" rx="3" fill="#EAF0F4"></rect><rect x="162" y="64" width="24" height="30" rx="3" fill="#B0894C" class="fade" style="animation-delay: 1.42s;"></rect></svg><div><h3>Financial coaching</h3><p>You meet with your advisor regularly to review your strategy and talk about what your money is for.</p></div><a class="lnk" href="/services/#financial-coaching" data-discover="true">About coaching</a></div></section><div class="mist"><div class="sec wrap helper"><div><h2 class="h2">Common reasons families reach out</h2><p class="intro">Pick the one closest to where you are and we'll show you where to start.</p><div class="choices"><button type="button" class="choice" aria-pressed="true"><span class="dot"></span>I want a second opinion on my investments</button><button type="button" class="choice" aria-pressed="false"><span class="dot"></span>I'm retiring in the next few years</button><button type="button" class="choice" aria-pressed="false"><span class="dot"></span>I changed jobs and have an old 401(k)</button><button type="button" class="choice" aria-pressed="false"><span class="dot"></span>I'm planning for my kids and what I leave behind</button><button type="button" class="choice" aria-pressed="false"><span class="dot"></span>I'm just getting started</button></div></div>
1<div class="ans" aria-live="polite"><h3 class="fade">Start with a portfolio analysis</h3><p class="fade">We show you what you own and what you pay for it before you decide anything.</p><ul class="checks"><li class="rise d1"><svg viewBox="0 0 20 20" aria-hidden="true"><path d="M4 10.5l4 4 8-9"></path></svg><span>What you own and how concentrated it is</span></li><li class="rise d2"><svg viewBox="0 0 20 20" aria-hidden="true"><path d="M4 10.5l4 4 8-9"></path></svg><span>What you pay in fund and advisor fees</span></li><li class="rise d3"><svg viewBox="0 0 20 20" aria-hidden="true"><path d="M4 10.5l4 4 8-9"></path></svg><span>How your portfolio fits your goals</span></li></ul><a class="btn" href="/contact/?topic=second#contact-form" data-discover="true">Talk with an advisor</a></div></div></div><div class="white hr"><div class="sec wrap two"><div><div class="shead" style="margin-bottom: 18px;"><h2 class="h2">Upcoming events</h2><a class="lnk" href="/events/" data-discover="true">All events</a></div><p class="empty">Loading upcoming events…</p></div><div><div class="shead" style="margin-bottom: 18px;"><h2 class="h2">Latest insights</h2><a class="lnk" href="/insights/" data-discover="true">All insights</a></div><a class="inrow" href="/insights/should-i-pay-off-my-mortgage-early/" data-discover="true"><h3>Should I pay off my mortgage early?</h3><p>If your mortgage is at 6.5%, every extra dollar you put on it saves 6.5% in interest. Here's how that compares with investing, and why it matters which account the money comes from.</p></a><a class="inrow" href="/insights/how-does-the-new-6000-senior-deduction-work/" data-discover="true"><h3>How does the new $6,000 senior deduction work?</h3><p>For tax years 2025 through 2028, people 65 and older can deduct an extra $6,000 each. It shrinks once income passes $75,000 for single filers or $150,000 for joint filers.</p></a><a class="inrow" href="/insights/how-does-a-trump-account-work/" data-discover="true"><h3>How does a Trump Account work?</h3><p>Trump Accounts are a new retirement account for children, with a one-time $1,000 federal contribution for kids born 2025 through 2028.</p></a></div></div></div><section class="closer3" aria-label="Get started"><div class="in"><h2>Talk with an advisor</h2><a href="/contact/#contact-form" data-discover="true">Get started</a></div></section></div></main><footer class="ftr3"><div class="in"><div class="cols"><div><img class="logo" alt="Cornerstone Wealth Partners" loading="lazy" decoding="async" src="/logos/logo-full-white.png"><p class="tag">Independent fiduciary advisors since 2008.</p><div class="contact"><a href="tel:+15173813450">(517) 381-3450</a><a href="#contact"><span>csteam</span><span aria-hidden="true">@</span><span>cornerstonewealthpartners.com</span></a></div></div><div><h2>Explore</h2><ul><li><a href="/services/" data-discover="true">Services</a></li><li><a href="/about/" data-discover="true">About</a></li><li><a href="/events/" data-discover="true">Events</a></li><li><a href="/insights/" data-discover="true">Insights</a></li><li><a href="/contact/" data-discover="true">Contact</a></li></ul></div><div><h2>Disclosures</h2><ul><li><a href="/docs/form-crs.pdf">Form CRS</a></li><li><a href="/docs/adv-part-2a.pdf">Form ADV Part 2A</a></li><li><a href="/docs/privacy-notice.pdf">Client Privacy Notice</a></li><li><a href="/privacy/" data-discover="true">Privacy Policy</a></li><li><a href="/terms/" data-discover="true">Terms of Use</a></li></ul></div><div><h2>Team</h2><ul><li><a href="https://cwp-website.pages.dev/portal/">Staff Portal</a></li></ul></div></div><p class="disc-block">Cornerstone Wealth Partners, LLC ("CWP") is an SEC-registered investment adviser located in Michigan. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where CWP and its representatives are properly licensed or exempt from licensure. All information provided on this site is for informational and educational purposes only and should not be interpreted as personalized investment advice or a recommendation. Past performance is not indicative of future results. You should consult with a qualified financial or tax advisor before making any investment decisions.</p><p class="copy">© <!---->2026<!----> Cornerstone Wealth Partners, LLC. All rights reserved.</p></div></footer></div></body></html>

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