Investment Advisory

Our Expertise

A personal CFO focused on you

When it comes to growing your wealth, our expertise makes an impact that compounds over time.

Our deep industry experience guides every recommendation we make to you, along with a time-tested disciplined process and a wealth of other excellent resources all focused on maximizing your after-tax net worth. This is one reason we grew to and remain one of the largest registered investment advisors in the nation*. We’re known for helping individuals and families grow and preserve their wealth — and building long-lasting advisory relationships along the way.

As an independent, registered investment advisor, we act as your fiduciary, meaning our recommendations align with your best interests. We have no financial products to sell, and that’s by design. This keeps our advice objective and transparent. This structure combined with our size allows us to focus on finding and hiring top-tier investment managers for a tailored investment strategy designed to work toward your specific goals.

Investments are only a piece of your overall financial picture, and our services are built on that premise. We seek to deliver advice in the context of your holistic wealth management plan, designed to bring you peace of mind in your financial future. Working side by side with your financial team, including tax, trust, and estate colleagues, we deliver a comprehensive strategy that empowers you to achieve your goals and preserve your legacy.  

*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

Our services

Alternative investments
We focus on developing long-standing relationships with industry leading hedge fund and private equity firms, affording our clients the ability to invest with top-tier managers.
Client first approach
As a fiduciary, Plante Moran Financial Advisors ensures all investment recommendations are made with the highest level of integrity and understanding of what is in the best interest of our clients.
Dedicated investment research team
Our investment research team comprises two branches: strategy and due diligence. Our analysts are constantly digging into industry, economic, and market data to identify trends, spot opportunities, and mitigate risk. Investment research insights are used to drive broad investment strategy and directly support client discussions as well.
Disciplined process
We built our investment philosophy upon tried-and-true fundamental processes. We’re focused on long-term returns, not short-term fluctuations.
Investment committee oversight
Our investment decision-making process is a highly collaborative and research-intensive process. All investment decisions are a result of the joint efforts of our due diligence and investment strategy teams, as well as Plante Moran Financial Advisors’ investment, research, and alternative investments committees. This brings a consistent approach and philosophy to what’s ultimately a tailored and unique strategy for each client.
Maximize after-tax net worth
Through the coordination of income tax planning, estate construction, and investment portfolio design, we focus on improving your after-tax rates of return. Our teams continually collaborate, evaluating every recommendation we make through a variety of lenses to pursue an outcome that matches your priorities and goals.


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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Your goals are our goals

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Clients are at the center of everything we do. We construct our service teams for each relationship intentionally, matching advisory experience with your needs. Your team takes responsibility for staying in front of you and your planning needs on a regular basis. We’re available when you need us, ready to communicate in whichever way you most prefer. And our Plante Moran Wealth Portal allows you to check in on your financial information at any time.

Find out what it means to have an expert advisor focused on what matters to you.