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Financial Planning

Our Plante Moran Financial Advisors’ team offers personalized investment advisory and financial planning services coupled with a sophisticated, yet intuitive, online platform — an exceptional union between technology and relationships.
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Plante Moran Financial Advisors, one of the nation’s top independent advisory firms*, offers financial planning and investment advisory services specifically designed and tailored to our clients wherever they are on the wealth spectrum. Our clients’ value financial clarity and simplicity amid their busy lives and want a dedicated financial advisor who knows their personal situation and can help guide them toward their financial goals.

At the onset of each relationship, time is spent gaining a deep understanding of your balance sheet, current needs, and long-term financial goals. Once the initial financial plan and investment portfolio are in place, our robust technology platform provides easily accessible and up-to date financial information that allows you to monitor progress toward your goals in a visual and dynamic way. To further keep you informed, we offer industry-leading market insights and topical articles on subjects related to overall wealth management and well-being. Our services can expand depending on the complexity of the individual client situation. 

*1st on the list of CPA firms ranked by assets under management — Accounting Today, June 2021. 2nd on The RIA Channel’s Top 100 Wealth Managers — RIA Channel, 2020. Ranked on the list of "The Top 100 RIA Firms" — Barron’s September 2021. Ranked on the list of "Best in State Wealth Advisors" — Forbes, February 2019.

Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Selection criteria will be provided upon request.

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Related Events

  • 2021 Wealth Management Virtual Summit

    The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

    Jim Baird Wealth Management
    Webinar Tuesday, Oct. 26, 2021; 1-1:45 p.m. EDT | Wednesday, Oct. 27, 2021; 1-1:45 p.m. EDT 45 min watch Upcoming
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Investment Advisory Emerging Affluent Thought Leadership

  • Financial independence roadmap: Your personal balance sheet

    Managing your personal finances over the long term starts with your balance sheet. This tool will help you get organized, make smart decisions, and maximize your wealth over time.

    James Hankenhof Wealth Management Shawn P. Riley Wealth Management
    Article August 5, 2021 4 min read
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  • Retirement planning mistakes young professionals make and how to avoid them

    Retirement may seem like a lifetime away, but the earlier you plan for it, the more financially comfortable and prepared you’ll be. Take the time now to invest in yourself and avoid these retirement planning mistakes.

    Phil Clark Wealth Management Brett Long
    Article August 2, 2021 5 min read
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  • Planning for college savings? Our top FAQs

    Navigating the options for college savings is no small task. We’re often asked how families can prioritize their needs and plan for the future, so we’ve put together our top FAQs.

    Myranda Fabian Wealth Management Corey Petros
    Article July 8, 2021 5 min read
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  • Investor Insights: 2021 mid-year review
    Join Plante Moran Wealth Management for our Investor Insights view on-demand 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
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Our Financial Planning Team

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 that earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, 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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