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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.

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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

Wealth Management thought leadership

  • Unemployment holds steady at 6.2% in February
    Increasingly, it appears that the economy turned the corner in January and momentum continued to build last month. The scars from the pandemic are still apparent in the labor market, but a sustainable healing process appears to be underway.
    Jim Baird Wealth Management
    Blog March 5, 2021 2 min read
    Empty room with tables and chairs
  • The ISM Manufacturing Index rose to 60.8 points in February
    The nation’s factories are continuing to cycle up to meet growing demand as evidence grows that the economic soft patch has passed.
    Jim Baird Wealth Management
    Blog March 1, 2021 2 min read
    Manufacturing Floor
  • Second estimates of Q4 GDP show growth of 4.1%
    Softening consumer demand was the story late last year, standing in sharp contrast to the explosion in spending that was unleased during the summer. Even so, the economy sidestepped a feared double-dip in the fourth quarter.
    Jim Baird Wealth Management
    Blog February 25, 2021 2 min read
    Person holding tablet reviewing financial information
  • Business insurance and planning: Key strategies for owners

    When it comes to business insurance, options abound. Thinking ahead to optimize benefits and outcomes is crucial. Whether for buy/sell, key person, cash, or executive benefits planning, our experts share strategies you may not have thought of.

    Mark Meyers Wealth Management Ronda Davis
    Article February 25, 2021 4 min read
    Businessperson taking a phone call on their cell phone smiling.

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.

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