Skip to Content

Organic growth and adaptability helps Plante Moran advance

November 28, 2016 In The News 1 min read
Authors:
John Lesser Wealth Management

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.

Read more on Forbes >>

Related Thinking

Private equity professional speaking on a panel.
March 1, 2024

Private equity valuation services and The Adviser-Led Secondaries Rule

Article 2 min read
Person pulling boxes on manufacturing floor
March 1, 2024

The manufacturing sector suffered an unexpected setback in February

Blog 2 min read
Scientist in a mask and hazmat suit working with a machine.
March 1, 2024

Top medical device industry issues to watch for in 2024

Article 5 min read