Cornerstone is a firm of independent fiduciary advisors in Michigan and Georgia. We coach families on money, build portfolios on research, and help with the big decisions in between.
Three services that work together. Most families use all three.
We build portfolios on market research instead of predictions. We keep them broadly diversified and low cost, and rebalance on a schedule.
Illustrative mix only. Not a recommendation. Your allocation depends on your goals and risk.
We help you make a few deliberate choices around your goals and write them down so everyone knows the plan.
Your advisor meets with you through the years to talk about what your money is for.
About coachingPick the one closest to where you are and we'll show you where to start.
We map out where your paycheck will come from once work stops.
You pay one fee, and you can see it. Here's how that compares with a commission-based advisor.
We're paid by our clients through advisory fees. We don't earn commissions on investments.
Nothing gets signed until you've seen our analysis and decided we're the right fit.
A short form. An advisor near you reaches out to say hello.
We get clear on your goals, concerns, and what you have today.
We show what's inside your current investments and what you pay.
We walk through the gaps together and what we'd change. You decide from there.
Evening sessions on how investing works. Bring a spouse or a friend.
Loading upcoming events…
Plain answers to the questions families ask us most.
Paying off a mortgage early gives a predictable benefit and the comfort of being debt-free. Here's how it compares with investing and why the source of the money matters.
For tax years 2025 through 2028, people 65 and older can deduct an extra $6,000 each. This covers who qualifies, what it's worth, and how income reduces it.
Trump Accounts are a new retirement account for children, with a one-time $1,000 federal contribution for kids born 2025 through 2028.
Pick whichever is easiest. It's free and there's no pressure to sign anything.