Plante Moran Financial Advisors' John Lesser and Mark Dixon Ranked in Barron's Top 100 Independent Wealth Advisors
Sep 16, 2011
Southfield, Mich. – Plante Moran
Financial Advisors (PMFA), an independent investment advisory firm,
announced today that two of its financial advisors were ranked in Barron's 2011 Top 100 Independent Wealth Advisors list.
For the fifth year in a row, it lists John Lesser, partner and
president of PMFA, in the top 100 as No. 29. Additionally, for the first
time, Mark Dixon, partner and chief investment officer, is included as
“Barron’s is a highly respected outlet with a readership group that is
extremely relevant to our peers and clients, and Mark and I are
privileged to be recognized in it as top financial advisors,” said
Lesser. “At PMFA, we are dedicated to integrating customized investment
strategies with our holistic wealth management expertise to help clients
fully understand their entire financial picture and personal balance
sheet to achieve their long-term financial goals.”
The Barron's ranking reflects various consideration points including the
volume of assets overseen by the advisors and their teams, revenues
generated for the firms, as well as the quality of the advisors'
practices. The Barron's scoring system assigns a top score of 100 and
rates the remaining advisors by comparing them with the winner.
The advisors included in this year's list increased their assets under management by 21 percent as a group.
About Plante Moran Financial Advisors
With $6.7 billion of assets under management, Plante Moran Financial
Advisors is one of the nation’s largest independent registered
investment advisors according to Financial Advisor magazine’s 2011 RIA
rankings. Plante Moran Financial Advisors serves as a trusted advisor to
high net worth individuals, family business owners, and corporate
retirement plans helping them build, manage, and preserve their wealth.
Its integrated affiliate services include investment consulting,
financial planning, trust, insurance consulting, estate planning,
business succession, and tax planning. Plante Moran Financial Advisors
is an affiliated entity to Plante Moran, the nation’s 12th largest
certified public accounting and business advisory firm, providing
clients with financial, human capital, operations, strategy, technology,
and family wealth management services. For more information, visit www.pmfa.com.