Making Investing Personal

Financial Planning

To us, it’s not just business.

Custom-Designed Portfolios

No cookie-cutter investment options. Personalize your goals and your plan.

Life & Long-Term Care Insurance

Learn how to protect your loved ones in case unexpected expenses arise.

Retirement Planning

From projections to investments, our team will help you cover all of the stages.

Making Investing Personal Business Profile Video

Why Choose Us

We invest for the long-term
We are independent-minded
We strive to minimize costs
We offer both hands-on and hands-off approaches
We have a rigorous due-diligence process
We build diversified and holistic portfolios
We leverage our seasoned team’s experience
We provide ongoing monitoring
We work with both the defensive and the aggressive
We provide comprehensive planning to see the bigger picture
We make investing personal

Initial consultations are complimentary, so why wait?

Please click the button below or call us at 734-632-0900 to request your no-obligation review today!

Request Your Review

Workshops & Client Events

Join Us!

Our team is committed to providing several high-quality workshops and events throughout the year, designed to engage and inspire your financial journey. Whether you are interested in attending an educational workshop to expand your knowledge of financial concepts or simply getting together with our advisors for an afternoon of fun, we offer it all.

Event Calendar

Financial Advisors

Meet Our Team