Plante Moran Wealth Management is a leading provider of investment advisory, trust, tax, estate planning, and business transition services. Our team is singularly focused on helping our clients achieve their goals through our collaborative team approach and tailored, novel advice and solutions. With total objectivity, unwavering loyalty, and excellence in service, we take care of all our clients’ financial needs so they can give their full attention to what matters most to them.
Our story began nearly a century ago. As the audit, tax, and consulting experts at Plante Moran, founded in 1924, helped our clients’ businesses grow, their personal wealth grew, too. Clients already trusted us with their businesses — many being family-owned and long-standing clients for multiple generations — so it was only natural that they looked to us for guidance to help them navigate their growing personal financial success.
Based on client needs and requests, in 1977, Plante Moran Wealth Management began as Total Personal Financial Planning Group, offering investment advice and financial planning to our clients. This new arm of the firm was guided by the same principles Plante Moran has always employed — discipline, objectivity, independence, innovation, and above all, excellent client service. This strong foundation served us well, and as our experience and reputation grew, so did the size and needs of our client base.
To meet our clients’ growing and increasingly complex needs, we needed to expand our capabilities. In 1993, Plante Moran Financial Advisors became a registered investment advisor (RIA) and by the early 2000s, Plante Moran Trust as well as an estate and business transition team, were formed to help clients transfer their wealth and businesses to the next generation. In addition, the establishment of Plante Moran Insurance Agency in 2003 further enhanced our firm’s capabilities to serve the holistic needs of our clients. With roots in one of nation’s largest public accounting and management consulting firms, our Plante Moran Wealth Management clients benefit from the vast firm expertise and resources, and in turn, gain solutions beyond personal wealth management.
Today, Plante Moran Wealth Management brings all of these services and professionals together as part of one team, comprising over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance to clients. With $18.6 billion* in assets under management, we continue to grow our wealth management client base, team, and resources. Our commitment to putting a client’s interests and success first will always remain at the forefront of all that we do.
*Per form ADV June 30, 2023 for Plante Moran Financial Advisors