Plante Moran Financial Advisors, one of the nation’s top independent advisory firms*, offers financial planning and investment advisory services specifically designed and tailored to our clients wherever they are on the wealth spectrum. Our clients’ value financial clarity and simplicity amid their busy lives and want a dedicated financial advisor who knows their personal situation and can help guide them toward 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. Our services can expand depending on the complexity of the individual client situation.
*1st on the list of CPA firms ranked by assets under management — Accounting Today, June 2022. Ranked on the list of "The Top 100 Wealth Managers"— RIA Channel, 2021. Ranked on the list of "The Top 100 RIA Firms" — Barron’s September 2022. 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. Selection criteria will be provided upon request.
