Headshot of Mike Lopus.

I have an uncanny knack for recalling movie lines and lyrics to a broad array of songs, which more than one person has described as a "gross misallocation of brain cells."
Mike Lopus
Partner, CPA, CFP®


I provide comprehensive financial planning and investment advisory services to high-net-worth and ultra-high-net-worth individuals and families, many of whom are current or retired business owners. My areas of expertise include investment consulting, estate planning, and income tax planning for individuals primarily related to investment or employee stock option planning.

The most important aspect of my career is the privilege to serve my clients — to be their first call when dealing with a financial or personal issue. The deep relationships I’ve developed with my clients — some of whom I’ve known for over 20 years — provide a satisfaction that I couldn’t find simply working as a "technical resource."

At different points in my career, I’ve been a specialist in income tax planning, estate planning, and investment planning. This background allows me to discuss technical topics in a multidisciplinary manner. I’m also a voracious reader on everything from the markets and the economy to geopolitics and sports. I also love music and movies. So I’m ready to chat on just about any subject — a skill that helps me connect with just about anyone.

I belong to the AICPA and the MICPA. I’m a past president and founding member of the Financial and Estate Planning Council of Macomb. I am a member of the Board of Directors for Loyola High School. I graduated from the University of Michigan–Dearborn with a B.B.A. in accounting and finance.

After spending 10 years coaching my three kids in various sports, I’m rediscovering my own hobbies. I enjoy spending time with family and friends, golfing, and skiing. I also love a good bonfire — I built a fire pit in my yard — with good music and good company.