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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.

*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.

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Investment Advisory Emerging Affluent Thought Leadership

  • Plante Moran Financial Advisors named one of Barron’s 2020 Top RIA Firms
    Under the esteemed direction of John Lesser and Bob Palmer, PMFA was recognized as one of Barron’s 2020 100 Top RIA Firms.
    In The News October 23, 2020 1 min read
    Fireworks over a city
  • Buying life insurance? Put the horse before the cart
    Every day, Americans are sold life insurance coverage that’s either unnecessary or unsuitable to their needs. Why? Products are picked based on hypothetical formulas instead of the client’s actual needs. Here’s how an objective third party can help.
    Steven J. Gibson Wealth Management Jaime Eckels Wealth Management
    Article October 20, 2020 4 min read
    A man, woman, and child playing in a yard
  • To take control of their finances, millennials need to budget
    Some have called millennials the unluckiest generation in U.S. history. But as Jaime Eckels explains in Kiplinger, with the right mindset and tools for budgeting, millennials have the power to take back control of their finances and achieve financial independence.
    Jaime Eckels Wealth Management
    Article October 9, 2020 4 min read
    Woman and man at desks with a dog walking down a hallway
  • The five questions to ask before choosing a financial advisor
    Choosing the right wealth management advisor involves asking hard questions about transparency and independence. Jeff Watkins and Sarah Montgomery share their top five considerations via MarketWatch.
    Jeff Watkins Wealth Management Sara Montgomery Wealth Management
    Article September 23, 2020 5 min read
    Woman leaning against a sliding glass door, drinking coffee

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.

 

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