Skip to Content



PMFA ranks on Barron's Top 100 Independent Advisors list for 10 years straight!

March 20, 2017 Article 1 min read
Authors:
John Lesser Wealth Management
Congratulations to John Lesser, President of Plante Moran Financial Advisors — named one of Barron’s Independent Advisory All-Stars and ranked on their Top 100 Independent Advisors list for 10 years straight.

"John Lesser was committed to unbiased advice when he graduated from Oakland University in 1992. “Most Wall Street jobs were commission-based,” he says. “I wasn’t comfortable with conflicts that came with a sales-driven model.”

He landed at Plante Moran, an accounting firm with a wealth-management arm. Today, with nearly $12 billion in assets, Plante Moran offers a robo-advisor for the mass affluent, advice on manager selection for endowments, and high-touch, white-glove service for family offices."

Read full release >>

Related Thinking

May 17, 2022

Investor Insights: 2022 midyear update

Webinar 45 min watch
Wednesday, Jan. 12, 2022

Investor Insights: 2022 market & economic outlook

Webinar 60 min watch
Oct. 26, 2021

2021 Wealth Management Virtual Summit

Webinar 45 min watch