Plante Moran’s culture is built on strong values and upholding key principles in order to better serve its clients. According to John Lesser, President of Plante Moran Financial Advisors, client satisfaction and a holistic investing approach are the main driving factors behind his firm’s success.
Established in 1924, Plante Moran is one of the nation’s largest registered investment advisory firms currently managing $11.5 billion in assets and more than 2,500 accounts. Dedicated to serving all clients from individual investors to large corporations, Plante Moran offers a client-first mentality to support various investment objectives. Its holistic investment practices provide individuals, families, foundations, endowments and corporate benefit plan sponsors a client-first approach based on the collaboration of experienced Plante Moran team members.