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Education

We believe that an educated investor is a better investor, so Cornerstone Wealth Partners will work diligently to educate investors in the area of free market investing. We provide regular educational workshops designed to increase your knowledge and keep you informed about financial markets.

Planning

When your money is on the line, no amount of planning is too much. We work with our clients to guide them, whether they are thinking ahead to a new car, a new home, or retirement.

Free Markets

We believe that Free Markets are efficient; therefore, Free Market Portfolio Theory will be the basis for the management of client investment portfolios.

3-Factor Model
The Fama and French Three Factor Model is an asset pricing model that expands on the capital asset pricing model (CAPM) by adding size and value factors to the market risk factor in CAPM. This model considers the fact that value and small-cap stocks outperform markets on a regular basis. By including these two additional factors, the model adjusts for the out-performance tendency.
Coaching Seminars
To help keep our clients diligent in their investment management, we host quarterly seminars designed to educate on the various myths of investing, and to equip investors with the tools needed to fight back.
Portfolio Balancing
We regularly re-balance our clients portfolios to keep asset classes weighted properly. As the market values change over time, we carefully monitor our portfolios to ensure nothing is out of proportion.

We Want to Help You.

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Evan

Evan is an Investor Coach who teaches his clients—through education and encouragement—to close the behavior gap in investing…

Evan is a graduate of Calvin College (BS Accounting) and since 1994 has been helping people make their biggest financial decisions—from mortgages to retirement portfolios. Evan grew up in west Michigan and was one of eight children. He and Jenny, his wife of 15 years, now live in Mason MI with nine children of their own. Evan is active in his church where he’s served as deacon and elder.

Steve

For over 17 years, Steve has been coaching clients in some of their largest personal financial decisions. Sound advice for financing new home purchases has earned Steve the trust of his clients. Steve also provides sound investment coaching for clients that share his conservative philosophy for investing savings.

Steve is an owner in two financial companies and he practices what he teaches. Steve is a coach to his clients. He believes that his clients’ best decisions are the ones that they own and understand for themselves. Steve has implemented a process for equipping clients to make excellent decisions consistent with their own personal philosophy for investing.

Success through decisions based on convictions creates peace of mind. You can and should have peace of mind around all your financial decisions.

Recent Posts

FREE MARKET GEMS

Everything you need to know . . . about government, in one story. Daniel Mitchell of FEE tells a fantastical parable of government’s inefficiency and contempt for private initia — oh wait, Not a parable. It really happened. Do sanctions work? . . . Here’s Ron Paul’s answer: “So the goal of sanctions is to […]

FREE MARKET GEMS

No free-speech rights . . . says Murray Rothbard. Only property rights. Peter Klein of the Mises Institute explores this fascinating way of looking at the campus speech debacle (as well as the notion of free speech). He says that leaving it up to the “owners” of the colleges and the voluntary contracts between them […]

FREE MARKET GEMS

Unintended consequences . . . are sometimes just obvious consequences that smart people saw coming. Take the minimum wage. A rise in labor costs will be paid, and that money will come “from customers, other employees, or the bottom line.” It’s not a surprise. It’s inevitable. Price is not the price . . . Dan […]

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