Financial Planning

Our Expertise

Holistic planning. Objective advice. Strategies that deliver.

Plante Moran Financial Advisors is one of the nation’s top independent advisory firms* for a reason. We care about what matters most to you, and we take a uniquely personal approach to help you achieve your goals. Our financial planning and investment advisory services are specifically tailored to the complexity of your individual needs, while also meeting you wherever you are on the wealth spectrum. Most importantly, as wholly independent registered investment advisors, we’re only compensated by one source — our clients. The only motivating factor behind the strategies we recommend and the guidance we provide is your financial success and security.

Our services start with aligning with you, learning about your unique situation and dreams – for today and for the future. We get a deep understanding of your balance sheet, current needs, and long-term financial goals to establish a financial plan and investment portfolio that align with those specific personal financial dynamics. You’ll hear regularly from your expert advisory team, and our technology platform allows you to easily monitor progress toward your goals so you can stay up to date between conversations. Throughout our relationship, we’ll continuously assess your financial plan and consider how it may need to evolve or not to make sure the strategy and approach are always aligned with your goals — even as they change.

*2nd on the list of CPA firms ranked by assets under management — Accounting Today, June 2023. 1st on the list of Crain's Detroit Business Largest Money Managers, April 2023. Ranked on the list of "America’s Top RIA Firms" — Forbes, October 2022. Ranked on the list of "The Top 100 RIA Firms" — Barron’s September 2023. Ranked on the list of "Best in State Wealth Advisors" — Forbes, February 2019. Awards or inclusion on ranking lists are not indicative of PMFA’s future performance or representative of any one client’s experience. Payment was not required for inclusion in ranking or awards lists. For additional information please visit


Holistic wealth viewpoint

Go beyond the balance sheet and take a holistic approach to wealth.

Market perspectives

Get timely guidance from our investment research team.


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Independence & objectivity

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With roots within one of the most respected audit, tax, and advisory firms in the country, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisers. As part of Plante Moran’s wealth management service practice, our more than 170 professionals are dedicated to delivering holistic, independent, and objective financial guidance with a high level of integrity to help individuals and families manage, grow, and preserve their wealth.