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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

  • Personal wealth roundtable: 2021 in view
    What does comprehensive wealth management look like in 2021? View our on-demand webinar for a discussion of strategies and planning ideas that will help you become financially well-rounded this year.
    Jim Baird Wealth Management Dawn Jinsky Wealth Management Jeff Watkins Wealth Management Mark Corombos Wealth Management
    Webinar Tuesday, Jan. 12, 2021 45 min watch
    Person walking across a suspension bridge
  • How to create an effective inheritance using life insurance

    Life insurance can be an ideal tool for leaving an inheritance to those you care for — consider it an integral part of your financial and estate plan. Our experts unpack the benefits and how it works.

    Christopher Harper Wealth Management Patrick Serda
    Article January 8, 2021 3 min read
    Elderly man playing with a kid in a living room.
  • Financial planning: Ten opportunities for 2021

    How can you optimize your financial plans for 2021? We think these 10 ideas have potential for success — if you get started soon.

    David Stahl Wealth Management Dawn Jinsky Wealth Management Mike Lopus Wealth Management
    Article January 6, 2021 3 min read
    Man using laptop computer in kitchen while standing drinking a cup of coffee.
  • It’s complicated: 2020 election impact on year-end estate tax reduction planning
    Uncertainty about the control of the U.S. Senate is complicating 2020 year-end tax planning decisions for individuals who may have a taxable estate. Weigh these factors as you consider gifting and other estate tax planning strategies.
    Dino Giannobile Dawn Jinsky Wealth Management
    Article December 22, 2020 4 min read
    Adult on device in backyard

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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