Plante & Moran Garners A Top Ten Ranking On Prestigious Bloomberg List Of Nation’s Leading Wealth Managers

Southfield, Mich.--- Plante & Moran announced today that its affiliate, Plante & Moran Financial Advisors, ranked as the seventh largest independent financial advisory firm nationwide based on assets under management. Established as a separate Plante & Moran entity 11 years ago, the firm now manages assets of more than $3.2 billion. The list was compiled by the prestigious publication, Bloomberg Wealth Manager and includes 450 firms. In overall rankings, where Bloomberg ranked the asset value of the average client relationship, Plante & Moran ranked 39th. The rankings were published in the July/August edition of Bloomberg Wealth Manager Magazine and can be found on the Web at www.wealth.bloomberg.com or www.plantemoran.com/services/fwa

Plante & Moran Financial Advisors employs 75 Certified Financial Planners, attorneys, CPAs and other professionals to provide investment consulting and trust services, as well as financial, estate, business succession and tax planning advice.

Bob Palmer, President of Plante & Moran Financial Advisors, is pleased to receive impartial affirmation of the firm’s success in meeting its goals. “Our only objective is to manage, preserve and build our clients’ wealth. This is the 3rd straight time we have been included on the Bloomberg list and we are honored to be viewed as a continuing leader in such a highly competitive field,” he said.

Palmer adds that giving independent financial advice has helped to gain client confidence. “Recognition as a top advisory firm, free from potential conflicts of interest from financial product sales, gives our clients peace of mind that they are working with first-class advisors who are only dedicated to helping them realize their financial goals.”

Plante & Moran in 1977 was one of the first accounting and business service firms to begin offering personal financial planning services, recognizing the connection between personal finance and corporate finance for its business owner clientele.