Financial Planning

To us, it’s not just business.

Request Your Review

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 clients of all risk preferences.

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

Financial Advisors

Meet Our Team

Making Investing Personal by the Numbers

75

Years

In Combined Industry Experience

14

States

Represented in Client List

500

+ Families

Helped by Our Advisors

1

Common Goal

of Making Investing Personal

Workshops and 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