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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.
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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.

We specialize in

Investment Advisory Emerging Affluent Thought Leadership

  • SECURE Act: Planning items for individuals
    The SECURE Act was signed into law at the end of 2019, bringing numerous changes that impact individuals saving for retirement. See how you may be affected.
    David Stahl Wealth Management
    Article January 16, 2020 7 min read
    Woman sitting at desk looking out the window
  • Independence and objectivity: What incents your investment advisor to act in your best interest?
    When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
    John Lesser Wealth Management Mark Corombos Wealth Management
    Article November 6, 2019 4 min read
    Three people greeting one another with man and woman shaking hands.
  • Stay the course: The importance of creating and honoring investment guidelines
    Investors take note: A well-balanced policy can help you avoid emotional decisions and steer you toward investment success
    Mark Dixon Wealth Management
    Article October 15, 2019 4 min read
    Honoring investment guidelines
  • SECURE retirement act: Ten potential impacts
    In May 2019 the House passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. While still up for vote in the Senate, the new act has significant impacts for both individuals and plan sponsors. We breakdown ten key impacts.
    Dori Drayton Wealth Management David Stahl Wealth Management Casey Veach Wealth Management
    June 24, 2019 3 min read
    money in savings jars

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.