Overview

We are an established, fee-only independent RIA. We have locations in Bay City, MI as well as Clarkston, MI. We primarily serve small business owners managing retirement plans (401(k), SIMPLE-IRA, SEP, etc.) as well as personal assets for the owner. We have a deep bench of CFP® holders and CPAs and are proactive in tax planning as well as comprehensive financial planning. We hold live, semi-annual meetings with the majority of our clients (including retirement plan participants). Our firm is still focused on growth, both organically as well as through acquisition. We can be flexible in terms if the opportunity is a good fit.

Most recently, we've provided a succession plan to another local wealth advisor, a transition that was wildly successful for everyone involved, especially the clients! We were able to absorb the client management and also bring on an administrative professional from the prior firm to help support the clients and ease the transition for everyone.

Last Activity
2 weeks

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