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. 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

Related Events

  • Investor Insights: 2021 mid-year review
    Join Plante Moran Wealth Management on June 29 for our Investor Insights 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 Upcoming
    Business professional using a tablet while sitting in a coffee shop.

Investment Advisory High Net Worth Thought Leadership

  • 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.
  • What could the proposed tax changes mean for your estate plan?

    The American Families Plan would include income tax increases for high-income taxpayers but doesn’t make changes to the estate tax. However, several congressional proposals target transfer taxes and could still be incorporated into a tax reform bill.

    Alicia Cole Wealth Management Shawn Calabrese Wealth Management
    Article May 25, 2021 5 min read
    View of American flags close-up.
  • Insuring your future: Policy reviews may yield surprising results

    After buying a life insurance policy, people often adopt a “set-it-and-forget-it” mindset. But leaving the contract unattended can be a huge mistake. Here’s how to ensure life’s changes don’t leave you with a gap in coverage.

    Christopher Harper Wealth Management Patrick Serda
    Article May 24, 2021 4 min read
    Mom in a kitchen holding up her daughter in the air.

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