Our clients choose to work with us because we go beyond providing investment advice and creating retirement plans to truly partner with our clients across accounts, assets, and even generations. We believe in building relationships based on respect, integrity, and personalized service. Our financial advisors are deeply committed to your financial success.
We establish financial peace of mind through long-term, trusting relationships
Retirement Income Solutions by the numbers
30+
Years in business in Ann Arbor
120+
Combined years of independently managing university assets
30+
Experienced team members
1200+
Families served
We help families and individuals identify and meet their financial goals
Whether you’re looking to build wealth, start thinking about retirement, or plan your legacy, our team is here to help.
As financial advisors to the Ann Arbor community and beyond, we look at the entirety of your financial situation and build a completely unique plan for your specific circumstances.
Proactive, personalized, all-in-one approach
Our financial advice is objective, unbiased, and independent. We build a custom investment strategy for each client. Our proprietary, forward-looking approach to asset management allows us to attempt to get ahead of markets. As independent, fee-only financial advisors, we are one of Ann Arbor’s top choices for retirement planning and wealth management. We’re a one-stop-shop for many of our clients, providing comprehensive plans to help meet your goals and simplifying the way you manage your investments.
Deep bench of expertise
Our team includes a Chartered Financial Analyst® (CFA Charterholder), Certified Financial Planner™ Professionals (CFP), and Wealth Advisors with significant expertise managing roughly over two billion dollars in assets. Our staff includes three former TIAA employees with a combined 41 years of prior experience at TIAA.
Over a thousand families across Michigan and across the country rely on us to manage their investments and help them plan for their retirement, including two former University of Michigan coaches, fifteen current or former university deans or department chairs, and two former university presidents. Our client list also includes small business owners, doctors, auto executives, and others in the private sector.
Schedule a free consultation today
One of our financial advisors will meet with you to talk about your financial needs, assess your current situation, and show you how we can help.