We believe the way to help grow and preserve your wealth is active investment management. This is particularly important given the current investment environment and the prospect of rising interest rates in the years to come. We expect that investors utilizing a buy and hold strategy will have returns that they will likely find unacceptable over the next five to ten years. We are a fee-based advisory firm where our interests are in line with your interests. We are viewed as trusted advisors who want to help quarterback your family’s financial affairs, if that is what you wish. We provide advice primarily on investments, but also advice in estate planning, long-term care insurance, life insurance, taxes, mortgage refinancing, and college funding. Our firm, Retirement Income Solutions, Inc. (RIS), is an independent registered investment advisor. Our independence from being owned by a bank, insurance company, mutual fund company or Wall Street brokerage firm enables us to make unbiased recommendations rather than ones that might favor the advisor’s employer. There are few firms in the Ann Arbor and southeastern Michigan area that can provide advice on individual, joint and trust accounts in conjunction with 401ks, 403bs, TIAA-CREF, IRAs and other retirement accounts. RIS can advise on all these areas and provide an integrated strategy for all the accounts that maybe appropriate for your family. A key part of that advice is setting appropriate goals and that means helping clients focus on the important financial issues, not just those issues on the minds of clients. Our educational backgrounds and investment experience cover many years and many investment environments, and we consider education of our clients a key aspect of the services we provide.

BJ CAAS Advisors is a boutique consultancy firm focused on bringing operational excellence to our clients and partners. With a foundation based on Six sigma principles , our roots are deep in quality manufacturing and supply chain. Our clients find value in our ability to both identify and understand their core challenges. They love our ability to clearly communicate what needs to happen to solve them. When you're ready to analyze, audit and/or improve the quality in your organization, you're ready for BJ CAAS Advisors. Connect with our principals or visit our website.

Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"​), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Managed product development for PC applications in banking.

Prepare trades of accounts and trade, Prepare summary reports for quarterly meetings with clients, attend some meetings with clients, research and analysis including a tax savings analysis,keep track of continuing education credits, update excel spreadsheets, write-up summaries, help clients get money out of a closing plan, attend conferences, etc.

At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.

Exchange Capital Management is a fee-only Registered Investment Adviser providing independent financial planning and professional portfolio management. As fee-only advisers, we are not compensated by commissions but instead are compensated solely by a management fee tied to the fair market value of investments under our supervision. This helps us remain free from conflicts of interest and to act solely in your best interest. ECM serves private clients and families with assets in personal savings, trust, IRA’s and retirement plans. We also work with businesses and their corporate pensions and profit sharing plans, as well as with foundations, endowments and financial institutions. While individuals typically have $1 million or more in investable assets, we may be the right firm for you if you have $500,000 or more available to invest. An initial conversation will help us both determine if we have a good fit. More detailed information regarding Exchange Capital Management's business practices and key personnel can be found in our Form ADV Part II Uniform Application for Investment Registration. A link to this document is available on the company website.

Looking for a refreshingly personal approach to retirement and financial planning? Look no further! As a family-owned firm, Richmond Brothers provides truly personal service to our clients—not the “take a number” kind of service that’s become all too common these days. We want to know all about you so that we can serve your best interests financially as well as personally. Imagine that: real people who really care. It’s why folks have entrusted their financial wellness to us since 1994. From our proactive communication to our fun, laid-back office environment, there are a number of reasons why people enjoy doing business with us. We invite you to learn why Richmond Brothers stands in a league of its own. Visit us at: www.richmondbrothers.com for more information! Richmond Brothers, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This page is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

Four Financial Management was founded in 2008 by four industry veterans with long tenures at a major brokerage firm. Our goal is provide customized financial consulting that best suits the unique circumstances and objectives of our clients.PhilosophyThe firm’s overriding philosophy seeks to preserve the value of client portfolios during market declines. We believe that portfolios that utilize disciplined risk management strategies fare better than those of a typical buy and hold investor. Quite simply, limiting losses allows a portfolio to potentially recapture those losses faster with the objective of keeping the portfolio growing once the market rebounds. All of the investment strategies developed by Four Financial Management are modeled after the same investment approaches used by university endowment funds which also incorporate this disciplined risk management style.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks for FINRA/SIPC, please see ‘Contact and Personal Info’ section above. Four Financial Management is a Registered Investment Advisor and is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the Registered Advisors related to this site are registered to do business, please visit www.fourfinancial.com.

I co-founded Clear Ridge Wealth Management in 2014 after spending 16 years as a wealth advisor within the financial services industry. At Clear Ridge, we provide comprehensive wealth management including both financial planning and investment management. We work with both families and institutions. Our portfolios are constructed based on the academic research of the long term market returns. Our family clients seek high quality planning advice, a coordinated investment plan that encompasses all of their financial assets, and regular reviews of their progress toward their goals. We are fee only, meaning we don't sell any products nor make any commissions on anything we recommend. We benefit when our clients benefit, putting us on the same side of the table with our services. At Clear Ridge, we're transparent, experienced and importantly, human. For our clients, we set a clear path forward.

Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.