Evan Vanderwey has been President/Managing Member of Cornerstone Wealth Partners since January 2008, is a control person of the firm and directly owns 75% or more of it. Evan Vanderwey holds a B.S. in Accounting from Calvin College.
Cornerstone Wealth Partners, LLC is an Okemos, MI firm with $146M under management, 429 clients and 8 advisers across 5 offices, as of its August 2026 filing.
Evan Vanderwey is Founder and Investment Advisor of Cornerstone Wealth Partners, based in Okemos, MI. He founded the firm in 2008 and works with families on long-range strategy, including when they can retire, how much to give and what they want to leave their kids. He speaks at many of the firm's Investor Coaching Series evenings in Lansing and Grand Rapids.
- – present · 16 yearsOkemos, MI · Adviser representative · Firm CRD 146602
Investment adviser representative registrations
Evan Vanderwey is registered as an investment adviser representative in 9 states. The first approvals date from November 2009; the most recent are New York and Pennsylvania, in February 2025.
- CaliforniaSince 21 March 2024
- FloridaSince 8 January 2020
- IowaSince 6 February 2025
- MichiganSince 19 November 2009
- New YorkSince 7 February 2025
- North CarolinaSince 4 October 2019
- PennsylvaniaSince 7 February 2025
- TexasSince 4 October 2019
- VirginiaSince 3 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Evan Gene Vanderwey
- CRD
- 5502074
- Firm
- Cornerstone Wealth Partners · CRD 146602
- Role
- President/Managing Member
- Office
- 2525 JOLLY ROAD, SUITE 200, Okemos, MI 48864
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cornerstonewealthpartners.com
Where does Evan Vanderwey work?
Evan Vanderwey has been President/Managing Member of Cornerstone Wealth Partners, LLC since January 2008, and is a control person of the firm.
Is Evan Vanderwey a financial advisor?
Yes. Evan Vanderwey has a current investment-adviser registration in California, Florida, Iowa, Michigan, New York, North Carolina, Pennsylvania, Texas and Virginia, through Cornerstone Wealth Partners since November 2009.
How many years of experience does Evan Vanderwey have?
Evan Vanderwey has 16 years in the financial industry, since November 2009, across 1 adviser firm.
What exams has Evan Vanderwey passed?
Evan Vanderwey passed the Series 65 in December 2007.
Where is Evan Vanderwey based?
Evan Vanderwey’s registered office is in Okemos, MI.
Is Evan Vanderwey registered with FINRA?
No. Evan Vanderwey has no current broker registration.
How can I verify Evan Vanderwey’s record?
Search CRD 5502074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Vanderwey’s full registration record.
