Investment advice major news sources rely on
Financial planning and investment services for Plante Moran’s Wealth Management clients are provided by Plante Moran Financial Advisors, one of the nation’s top independent and objective registered investment advisors according to Financial Advisor magazine. Plante Moran Financial Advisors brings together a world-class research team and award-winning¹, independent, financial planners who provide advisory and management services to help take the guesswork and stress out of the investment process and support you in achieving your individual growth goals.
Independent and objective
When it comes to investment advice, your options are plentiful. However, the most important question is: how do I know my financial advisor is looking out for my best interests? Plante Moran Financial Advisors (PMFA) is first and foremost independent and objective. The fees for our services are fully disclosed and based on your overall assets rather than being generated through commissions from transactions. Nor do we accept commissions on the investment products we recommend for you, so PMFA’s focus is absolutely and always on finding the strategy and solutions that are most suitable and effective for each client’s specific needs. Further, we do not hold your assets -- they are in custody with a third party so you retain the control over the disbursement of funds out of your investment accounts.
The news has been too full in recent years with cautionary tales about advisors who have put their own interests before their clients’. As an independent and objective wealth management firm, Plante Moran Wealth Management’s highest calling is to work with our clients to help them achieve their financial goals and secure the future for their families, their communities, and the causes they care about.
Let us help nurture your dreams
With a planning team focused on your goals, Plante Moran Wealth Management’s clients gain peace of mind of knowing that their needs are the priority.
We take special care to look after your financial management needs: Plante Moran Financial Advisors provides clients with regular reports and online account access, consolidated so you always have visibility into your portfolio, and all fees are communicated in full to you up front, so there are no surprises. We also place a special emphasis on building the advisory team that is right for your specific needs - that you can feel comfortable talking with and that you trust to help ensure you are fully informed and empowered when it comes to your investments.
¹Please see our “Rankings” page for more details about our awards and recognition.