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Plante Moran Wealth Management practice offers comprehensive and holistic solutions to help clients reach their short- and long-term wealth goals. Services offered through Plante Moran or affiliated entities Plante Moran Financial Advisors, Plante Moran Trust and Plante Moran Insurance Agency include investment, trust, personal tax consulting and compliance, insurance, estate planning and business transition consulting.


Plante Moran Financial Advisors’ Institutional Investment Consulting team helps benefit plan sponsors and not-for-profit organizations manage fiduciary responsibilities by providing independent and objective investment advice for straightforward fees with an emphasis on client goals and results.

Plante Moran Cresa is a commercial real estate consulting firm providing tenant representation, project management and real estate consulting services. Its experienced professionals provide unbiased, fully integrated real estate services for small, midsized and large companies. To better serve and advise its clients, Plante Moran Cresa is affiliated with Cresa, one of the nation’s largest pure tenant representation and corporate services firms.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to companies throughout North America and Europe. Since our inception, we have successfully completed more than 220 financial advisory engagements for a wide array of clients in virtually every business sector, including individual and family-owned businesses, large public companies, and private equity firms.

Led by a dedicated team of senior professionals, all with extensive transaction experience and deep industry credentials, we continue to demonstrate our commitment to meeting the unique needs of middle-market companies and their owners. We do this by delivering highly creative financial solutions and a level of professional service that consistently exceeds client expectations.

Our team of professionals is organized by industry, with specializations in the following sectors: Business & Technology Services, Diversified Industrials, Plastics & Packaging, and Medical Technology.


PMGBA² is a full service benefit consultant and brokerage firm. We assist employers in plan strategy, design, administration, financing, rate negotiations, vendor placement, plan operations, staff communications/education, plan compliance and labor negotiations when needed. Our value proposition is focused on understanding the drivers of cost with respect to all Health & Welfare benefits and guiding employers so that they can align their business needs with and employee benefit desires through engaged and educated purchasing.