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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 2020. 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.

We specialize in

Investment Advisory Emerging Affluent Thought Leadership

  • 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
    Adult and child working on computer
  • 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
    Business professional using a tablet while sitting in a coffee shop.
  • 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.
  • Getting married? Here’s your financial checklist

    Engaged and newlywed couples often have different viewpoints about money and finances. Use our checklist to start your marriage out on the right foot.

    Jaime Eckels Wealth Management Amber Terakedis Wealth Management
    Article May 26, 2021 4 min read
    Couple using a laptop computer on a kitchen island/counter.

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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