Skip to Content

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*.

Client Login

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. Ranked on the list of "The Top 100 Wealth Managers"— RIA Channel, 2021. 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.

We specialize in

Investment Advisory High Net Worth Thought Leadership

  • Return metrics explained: What is a cap rate in commercial real estate?
    Real estate investing newbies and veterans alike get confused by the many return metrics used to evaluate an asset. Our experts explain what a cap rate is, how to calculate it, and how it compares to other return metrics.
    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA
    Article November 11, 2021 4 min read
    Real estate investor with a beard and glasses in a stairwell, looking slightly over his shoulder
  • 2021 Wealth Management Virtual Summit

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

    Jim Baird Wealth Management
    Webinar Oct. 26, 2021 45 min watch
    Hiker standing on a mountain looking at a sunset.
  • Real estate & the family office
    Successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experience, and transparent oversight. Real estate, as an alternative asset class, is consistently recognized for its importance in family office portfolios.
    Marty West Plante Moran REIA Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA
    White Paper October 25, 2021 10 min read
    real estate investing and the family office
  • 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.

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.


Looking for expert advice?

Subscribe now