Overview

We are a SEC registered RIA and broker dealer firm headquartered in Troy, MI. We have been in business for over 25 years and our total assets currently exceed $4 billion. Our firm continues to grow by adding independent advisors and hybrid representatives who are interested in keeping their independence but looking for a firm who can provide compliance support, back, middle, and front-office support, investment management services, robust technology, all while providing a high level of personal service to your business allowing advisors to gain better efficiencies for their practices. Additionally, we provide estate planning services via our law firm and also a full line of property and casualty insurance via our insurance agency. If you are an advisor looking to join a firm, or merge, let's have a discussion!

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