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Wealth Management news and events

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1 min read
Plante Moran Financial Advisors named one of Barron’s 2020 Top RIA Firms
Under the esteemed direction of John Lesser and Bob Palmer, PMFA was recognized as one of Barron’s 2020 100 Top RIA Firms.
In The News October 23, 2020 1 min read
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1 min read
PMFA named a top 20 RIA firm by Financial Advisor Magazine
Of more than 500 registered investment advisor firms, Plante Moran Financial Advisors ranked 17th.
In The News August 27, 2020 1 min read
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1 min read
Accounting Today ranks PMFA #1 of the 2020 Top Firms by AUM
In Accounting Today’s 14th annual ranking of CPA firms by assets under management, Plante Moran Financial Advisors ranked #1 out of more than 150 participating organizations.
In The News July 13, 2020 1 min read
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60 min watch
What investors want to know now: A way forward

Uncertain about the current financial landscape? Our advisors share insights on some of the top issues investors face today and how to move forward. 

Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

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