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.
What matters to you, matters to us
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.
Your goals and objectives span far and wide. So does our expertise.
Business Transition Services
Sophisticated and successful investment advisory and financial planning services for our Wealth Management clients are provided by Plante Moran Financial Advisors.
Personal Tax Planning
Barron’s names PMFA a top RIA for another year
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.