Drive offers a personalized investment advisory and financial planning service coupled with the convenience of an online technology-driven platform specifically designed for clients with $350,000 or more of investable assets. Through personal collaboration, Drive clients can seek advice from their Plante Moran team while having access to a web-based tool that provides an overall view of their financial health and helps them track and achieve long-term financial goals. For more information visit drive.pmfa.com.
About Plante Moran Financial Advisors
With more than $11.5 billion in assets under management, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors according to Financial Advisor’s 2016 rankings. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners, not-for-profit organizations and corporate retirement plans helping them build, manage, and preserve their wealth. Its integrated services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Plante Moran Financial Advisors is the registered investment advisor of Plante Moran, one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations, strategy, technology, and wealth management services. For more information, visit wealth.plantemoran.com.