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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.

*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. 1st on The RIA Channel’s Top 100 Wealth Managers — RIA Channel, January 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 High Net Worth Thought Leadership

  • 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
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  • Is your business qualified for tax-free life insurance payouts?

    Businesses that take out life insurance policies on owners and employees may find the death benefit to be taxable, unless they meet certain requirements at the inception of the policy. Here’s what you need to know. 

    Steven J. Gibson Wealth Management James Minutolo Ronda Davis
    Article February 9, 2021 3 min read
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  • Finances, family, and responsibility: Five steps for starting difficult conversations

    Starting important and often difficult conversations with the people we’re close to about money, family, and finances is hard. These five steps can make conversations easier than you expect —  and more productive.

    Sara Montgomery Wealth Management
    Article February 2, 2021 5 min read
    A family sitting in a living room together looking at a handheld tablet device.
  • What does a new administration mean for your estate plan?

    With a new administration in place in Washington, potential changes to the estate and gift tax exemption could have significant estate planning implications for wealthy families. Here’s why you should review your plan now.

    Alicia Cole Wealth Management
    Article February 1, 2021 3 min read
    View of the United States Capitol building at dawn with the sun setting.

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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