Our holistic approach means we look at everything that matters to you to tailor the right team and solutions. We help you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, and estate and trust planning. Whatever comes your way, our team is here to provide you with the perspective you need.
Wealth Management
What matters to you, matters to us
At Plante Moran Wealth Management, your future success is our greatest priority, and our solutions aim to provide you with two priceless gifts: peace of mind and more time for the important things outside of managing your wealth.
Awards and recognition
The recognition we’ve received wouldn’t be possible without the loyalty and support of our clients. Assisting in their success is our greatest reward.* Find all awards here.
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.
Barron’s Top 100 RIA Firms
#20
Ranked as one of the nation’s top 100 Registered Investment Advisor firms — 2022
RIA Channel Top 100 Wealth Managers
9th
Ranked as one of the top 100 Registered Investment Advisor firms — 2021
Accounting Today’s top firms by AUM
1st
Ranked as one of the leading CPA firms in financial planning — 2022
Your goals and objectives span far and wide. So does our expertise.
Business Transition Services
Plante Moran’s business transition specialists, working in conjunction with estate planning experts, tax consultants, and financial advisors, can help you develop a strategy that will open new avenues of opportunity and attain desired results for your business and family.
Estate Planning
Whether a wealth creator or a wealth inheritor, our estate planning and settlement team can help you craft a plan that will ensure your legacy continues on to people, communities, and charitable causes that mean the most to you.
Family Office
Our family office service group provides affluent families and family offices a complete range of planning, risk mitigation, and compliance services throughout the nation. Our experts tailor a custom family office solution and the flexibility to adapt to the ever-changing needs of your family.
Financial Planning
Our Plante Moran Financial Advisors’ team offers personalized investment advisory and financial planning services coupled with a sophisticated, yet intuitive, online platform — an exceptional union between technology and relationships.
Insurance
In understanding the complexities, challenges and myriad of products available in the insurance industry, we have a dedicated team who offers expertise and solutions to protect you, your family, or your business.
Investment Advisory
Sophisticated and successful investment advisory and financial planning services for our Wealth Management clients are provided by Plante Moran Financial Advisors.
Personal Tax Planning
We understand that proactive tax planning is an important part of growing and preserving your wealth. With nearly100 years of planning, preparing, and providing solutions, our experienced group of tax professionals can help manage your taxes, eliminate surprises, and optimize results.
Trust
Plante Moran Trust, N.A. is a nationally chartered trust company specializing in all areas of personal trust administration to assist you in creating continuity, ensuring family harmony, and preserving your legacy.
Insights
More insights
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Find your personal CFO
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 earning that level of trust requires a very personal, customized, and consistent service approach.
With a work environment that attracts and retains top talent and hires for the long run, 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.
