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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

  • The new family office 5.0 model: A flexible solution for the evolution of the family business

    While the goals of most family offices remain constant, family office operating models are continually evolving. Learn how current trends and new technologies are giving families unprecedented flexibility when selecting the right family office structure.

    Mark Blumenthal
    White Paper January 22, 2021 5 min read
    A man and woman looking out their window into the yard.
  • Weekly jobless claims continue to decline
    Jobless claims remain high, but additional stimulus should help support the economy while vaccines become increasingly available to a growing number of Americans in the coming months.
    Jim Baird Wealth Management
    Blog January 21, 2021 1 min read
    Empty office meeting room
  • 2020 in review: Strong equity returns and a potential turning point in market leadership
    In spite of an extremely challenging and volatile year, equities posted strong returns, with small-cap and international stocks rallying in in the fourth quarter.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog January 18, 2021 1 min read
    Woman looking out window thinking
  • How does the December stimulus bill compare to the CARES Act?
    While smaller than the CARES Act, the Response and Relief Act provides much-needed stimulus to continue to bridge the economic gap.
    Jim Baird Wealth Management Eric Dahlberg Wealth Management Tricia Newcomb Wealth Management Paul Olmsted Wealth Management
    Blog January 18, 2021 1 min read
    Government building with American flag flying

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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