Skip to Content

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.

We specialize In...

Up Next

Investment Advisory Emerging Affluent Thought Leadership

  • 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 May 29, 2018 4 min read
    Three people greeting one another with man and woman shaking hands.
  • Estate planning checklist: Getting started
    Estate planning, wills, and trusts aren’t only for the "super wealthy" or those with complicated finances. Consider these estate planning tips that will have you better prepared for any crisis.
    Ryan Linenger Wealth Management Amber Terakedis Wealth Management Rachelle Roberts
    Article February 27, 2018 5 min read
    Woman with notepad and calculator
  • Tax reform considerations for individuals
    When it comes to tax reform, what should you focus on, personally? Watch this video to find out.
    Kurt Piwko Stephen Eckert
    Video February 6, 2018 5 min watch
    Tax reform for individuals
  • Beltway uncertainty and what it means for the economy and investors
    While the overall direction of the administration’s pro-growth policy remains relatively clear, what’s changed is the political reality. It will be hard for the administration to push its proposed reforms through with the sharpening focus on the investigation and its increasingly bipartisan support.
    Jim Baird Wealth Management
    Article May 25, 2017 1 min read
    Sunset on the water

Up Next

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.