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Investment Advisory

Sophisticated and successful investment advisory and financial planning services for our Wealth Management clients are provided by Plante Moran Financial Advisors, one of the nation’s top independent registered investment advisors*.

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As one of the largest registered investment advisors in the nation*, we are known for helping high net worth and ultra-high net worth individuals and families manage, grow, and preserve their wealth.  Our dedicated team of advisors specialize in providing investment solutions that are designed to help you have peace of mind in your financial future. We have no banking, investment management, or financial products to sell, which allows us to be completely objective and transparent, ensuring our team provides conflict-free, client-first solutions for long-term wealth preservation and growth. 

We act as your personal Chief Financial Officer and look at every aspect of your balance sheet. By understanding your priorities, assets, liabilities and tax situations, we are able to deliver an advocacy focused, holistic wealth solution. Working side-by-side with our internal tax, trust, and estate colleagues and/or with your current financial team, we will develop a comprehensive strategy that empowers you to define and achieve your goals and preserve your legacy.

*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
    Hiker standing on a mountain looking at a sunset.

Investment Advisory High Net Worth Thought Leadership

  • Your year-end financial planning: 10 things to consider

    As we approach the final months of 2021, active legislative proposals, sustained market performance, and an uncertain economic outlook are leading many to ask: How can I take advantage of existing opportunities before year-end? Here’s where to start.

    David Stahl Wealth Management Dawn Jinsky Wealth Management Mike Lopus Wealth Management
    Article October 20, 2021 4 min read
    Man using laptop computer in kitchen while standing drinking a cup of coffee.
  • Build Back Better Act: Proposed estate and gift tax changes

    President Biden’s proposed Build Back Better Act includes major changes to estate and gift taxes to fund the social and education spending plan. Here’s what you need to know.

    Alicia Cole Wealth Management
    Article September 29, 2021 3 min read
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  • Four basic strategies for successful commercial real estate investing
    Especially in times of economic uncertainty, these four guidelines are imperative to building a diversified commercial real estate investment portfolio with the best risk-adjusted return profile.
    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Marty West Plante Moran REIA
    Article August 24, 2021 9 min read
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  • Real estate due diligence: What to know before you acquire a property

    Buying commercial real estate is a big decision. How can you know it’s a sound investment? Use our real estate due diligence checklist to help give you confidence in your acquisition and mitigate potential risks down the road.

    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA
    Article August 13, 2021 8 min read
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Our Investment Advisory 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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