Skip to Content

With roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management is a leading provider of investment advisory, trust, tax, and insurance services. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

Client Login

We understand that financial decisions carry great responsibility, and know the efforts that go into building wealth and the potential implications of losing it. At Plante Moran Wealth Management, your future success is our greatest priority and our solutions aim to provide you two priceless gifts - peace of mind and more time to spend on the important things outside of managing your wealth. We treat your wealth as we would our own.

The Plante Moran Wealth Management practice was built 40 years ago, at the request of Plante Moran clients, to provide individuals, families, and businesses with the same client-focused, industry-leading service that our audit, tax, and advisory corporate clients have enjoyed for nearly a century.

Our clients range from those with investable assets of half a million dollars to those with hundreds of millions of dollars. Whether your focus is on retiring comfortably while paying for your children’s education or preserving wealth and leaving a legacy, we can help.

Our firm’s commitment to independence and objectivity means that everything we do is focused on helping you develop and implement the right investment, estate, trust, tax, and insurance strategies. We help you to reach your goals and objectives, in the most collaborative and transparent way.

Wealth Management news and events

Wealth Management News and Events image
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
What investors want to know now: A way forward
Jim Baird Wealth Management
Webinar June 9, 2020 60 min watch

Related Events

  • Investor Insights: 2021 mid-year review
    Join Plante Moran Wealth Management on June 29 for our Investor Insights webinar. Led by the firm’s Chief Investment Officer Jim Baird, our experts will share perspectives on capital market conditions and discuss the mid-year economic and market outlook.
    Jim Baird Wealth Management Tricia Newcomb Wealth Management
    Webinar June 29, 2021 45 min watch Upcoming
    Business professional using a tablet while sitting in a coffee shop.

Wealth Management thought leadership

  • Retail sales declined by 1.3% in May
    Sales at U.S. retailers slowed in May as the benefit of government stimulus checks ebbed and consumer spending cooled.
    Jim Baird Wealth Management
    Blog June 15, 2021 2 min read
    Empty Clothing store
  • May inflation lifts Consumer price index to 5.0% over the past year
    The recent surge in prices isn’t letting up yet, but the underlying causes behind the uptick in inflation pressures still appear to be more likely temporary than not.
    Jim Baird Wealth Management
    Blog June 10, 2021 3 min read
    Hand holding shopping bags
  • Simple strategies for successful investing
    Did your organization’s investment strategy help you make the most of 2020’s strong capital market performance? Follow these guidelines for disciplined investing and avoid common pitfalls.
    Casey Veach Wealth Management
    Article June 9, 2021 5 min read
    Adult on phone
  • A new twist to the inherited IRA 10-year distribution rule

    For those who’ve inherited an IRA since the beginning of 2020, a recent IRS publication has generated some confusion regarding taking distributions under the SECURE Act’s “10-year rule.” Here’s what you need to know.

    David Stahl Wealth Management Alicia Cole Wealth Management
    Article June 3, 2021 1 min read
    Family sitting in a living room couch together with their two kids.

Wealth Management Working With Us

Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent and hires for the long run, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.

Looking for expert advice?

Subscribe now