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Investment Advisory: Affluent and Emerging Affluent

Our Plante Moran Financial Advisors' Drive team offers personalized investment advisory and financial planning services coupled with a sophisticated, yet intuitive, online platform - an exceptional union between technology and relationships.

As part of Plante Moran Financial Advisors, one of the nation’s top independent advisory firms*, Drive is specifically designed for emerging affluent and affluent clients who value financial clarity and simplicity amidst their busy lives, and want a dedicated financial advisor who knows their personal situation and can help guide them towards their financial goals.

At the onset of each relationship, time is spent gaining a deep understanding of your balance sheet, current needs, and long-term financial goals. Once the initial financial plan and investment portfolio are in place, our robust technology platform provides easily accessible and up-to date financial information that allows you to monitor progress toward your goals in a visual and dynamic way. To further keep you informed, we offer industry-leading market insights and topical articles on subjects related to overall wealth management and well-being.

*5th on Forbes' list of top 100 wealth management firms by 10 year growth - Forbes, November 2016. Ranked on the list of “Top 100 Independent Financial Advisors of 2016” - Barron’s, August 2016.

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Our DRIVE 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.