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Let us help you gain clarity and confidence to achieve your financial goals. Schedule a complimentary review. From investment strategies to asset management, learn about our holistic wealth management advisory services.
Plante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services.
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.
Plante Moran is one of the largest audit, tax, consulting, and wealth management firms in the United States according to Inside Public Accounting's list of the “Top 100” firms. The firm employs more than 3,800 people and has 23 offices in Michigan, Ohio, Illinois, Colorado, Mexico, India, Japan, and China.
Our trust team understands the significant responsibility of administering and protecting family wealth. We work seamlessly with your trusted advisors and attorneys to assist with account statements, custody and care of financial assets, distributions, and more.
Learn how our advisors in Detroit at 1098 Woodward Ave. can help you.
Mar 14, 2024 · Plante Moran Financial Advisors, registered in 1993, serves 31 state (s) with a licensed staff of 119 advisors. Plante Moran Financial Advisors manages $19.4 billion and provides investment advisory services for 3,563 clients (1:30 advisor/client ratio).
May 1, 2015 · Plante Moran could potentially enhance its offering with an automated element in the future as a way to accommodate millennials who crave the technology offered by these platforms, while still...
May 5, 2014 · tSOUTHFIELD — Plante Moran Financial Advisors was recently recognized by Forbes in its annual list, “The Top 50 Wealth Managers,” improving its ranking from the previous year.
Plante Moran Financial Advisors is one of the nation’s top independent advisory firms* for a reason. We care about what matters most to you, and we take a uniquely personal approach to help you achieve your goals.
