Find Top Financial Advisors Near Spring Arbor, Michigan
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PEACE OF MIND WEALTH MANAGEMENT
Brighton, Michigan
Peace Of Mind Wealth Management is a reputable local investment advisory firm based out of Brighton, MI. With a network of five offices, they provide comprehensive investment advisory services to individuals and employers alike. With a dedicated team of eight skilled professionals, Peace Of Mind Wealth Management offers personalized financial guidance to their clients.
Their team of experienced investment advisors collectively manages an impressive average of approximately $370,000 in assets under management per advisor. The firm's compensation structure is flexible, incorporating various types, such as a percentage of assets under management, hourly charges, and fixed fees.
Peace Of Mind Wealth Management excels in managing employer 401K plans, as well as individual portfolios. In fact, over 80% of their assets under management consist of employer 401K plans and individual investments. They possess the expertise and qualifications required to navigate the complexities of 401K plans and cater to the unique needs of employers and employees alike.
With a client base of over 30 individuals, Peace Of Mind Wealth Management manages an impressive $2,947,000 in assets. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients, ensuring optimal performance and peace of mind.
If you are seeking professional investment advice tailored to your specific needs, Peace Of Mind Wealth Management offers a proven track record of success, industry knowledge, and a commitment to delivering personalized financial solutions.
EXECUTIVE WEALTH MANAGEMENT, LLC
Brighton, Michigan
Executive Wealth Management, LLC is a regional investment advisory firm based out of Brighton, MI. With 11 offices, they provide comprehensive wealth management services to individuals and employer 401Ks. The firm boasts a team of 31 highly skilled professionals, with 25 of them specializing in investment advisory services.
With an average of $47,100,000 in assets under management per investment advisor, Executive Wealth Management, LLC remains competitive within the industry. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring alignment with client goals.
Notably, approximately half of their assets under management come from employer 401Ks or individuals, reflecting their expertise in this specific area. Demonstrating their commitment to client satisfaction, 98% of the assets they manage are under discretionary management.
Executive Wealth Management, LLC has amassed an impressive clientele of over 3,200 individuals, entrusting them with over $1,177,510,000 in assets. This speaks volumes about the firm's ability to cultivate and maintain long-term relationships built on trust and exceptional service.
The firm's success is further attributed to the expertise and dedication of its advisors. Noteworthy individuals, such as Gregory Barber, Christopher Hopkins, and Vanessa Sredzinski, are among the longest-tenured professionals at Executive Wealth Management, LLC.
As a trusted regional investment advisory firm, Executive Wealth Management, LLC prides itself on delivering personalized and tailored solutions to help clients achieve their financial goals and secure their financial futures.
CAITLIN JOHN
Brighton, Michigan
Caitlin John is a prominent investment advisory firm based in Brighton, MI. With over 560 individual clients and a staggering $113,340,000 in assets under management, Caitlin John has established itself as a trusted financial partner in the region. The firm operates from 13 offices, ensuring convenient accessibility for its clients.
Caitlin John specializes in managing employer 401Ks and individual assets, boasting a wealth of experience in this domain. All of their managed assets, totaling 100%, are under their discretionary control, showcasing their expertise and ability to make informed investment decisions on behalf of their clients.
The firm offers a flexible compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. This variety allows clients to choose the option that best suits their financial needs.
With a team of 22 highly skilled professionals, Caitlin John prides itself on providing top-notch investment advisory services. Each investment advisor manages an average of approximately $5,670,000 in assets, demonstrating their ability to handle significant portfolios effectively.
Caitlin John values long-term relationships, and their team comprises several seasoned advisors who have been with the firm for years. Notable among them are Michael Haskell, David Lekarczyk, and Matthew Lamarre, who bring extensive knowledge and expertise to their clients' financial journeys.
As a local investment advisory firm, Caitlin John is committed to helping individuals and businesses in Brighton, MI, achieve their financial goals with sound investment strategies and personalized advice.
VISION CAPITAL PARTNERS
Ann Arbor, Michigan
VISION CAPITAL PARTNERS is a reputable investment advisory firm based out of Ann Arbor, MI. With 5 dedicated employees, including 4 experienced professionals providing investment advisory services, they offer comprehensive financial guidance to their diverse clientele.
One of Vision Capital Partners' key strengths lies in their compensation structure, which incorporates various types of remuneration to align their interests with their clients. This approach ensures a client-centric focus and fosters a strong sense of trust and transparency.
With over 500 individual clients, Vision Capital Partners manages an impressive portfolio of assets totaling over $133,839,000. Notably, approximately half of their assets under management are sourced from employer 401Ks or individuals, showcasing their expertise and success in this domain. Additionally, 58% of the assets they manage are discretionary, enabling the firm to make informed investment decisions on behalf of their clients.
Operating from three offices, Vision Capital Partners has established a strong presence within the local community. Their team comprises seasoned professionals, including Patrick Grasso, Julie Hall, and Jennifer Hunter, who boast extensive experience in the financial industry. These long-tenured advisors bring a wealth of knowledge and expertise to the firm, further enhancing their ability to deliver top-tier investment advisory services.
As a small but highly reputable firm, Vision Capital Partners takes pride in their commitment to delivering personalized solutions tailored to their clients' financial goals. By combining their deep industry knowledge, diverse compensation structure, and experienced team, they strive to provide exceptional financial guidance and foster long-term success for their valued clients.
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VISION CAPITAL PARTNERS
Ann Arbor, Michigan
VISION CAPITAL PARTNERS is a reputable investment advisory firm based out of Ann Arbor, MI. With 5 dedicated employees, including 4 experienced professionals providing investment advisory services, they offer comprehensive financial guidance to their diverse clientele.
One of Vision Capital Partners' key strengths lies in their compensation structure, which incorporates various types of remuneration to align their interests with their clients. This approach ensures a client-centric focus and fosters a strong sense of trust and transparency.
With over 500 individual clients, Vision Capital Partners manages an impressive portfolio of assets totaling over $133,839,000. Notably, approximately half of their assets under management are sourced from employer 401Ks or individuals, showcasing their expertise and success in this domain. Additionally, 58% of the assets they manage are discretionary, enabling the firm to make informed investment decisions on behalf of their clients.
Operating from three offices, Vision Capital Partners has established a strong presence within the local community. Their team comprises seasoned professionals, including Patrick Grasso, Julie Hall, and Jennifer Hunter, who boast extensive experience in the financial industry. These long-tenured advisors bring a wealth of knowledge and expertise to the firm, further enhancing their ability to deliver top-tier investment advisory services.
As a small but highly reputable firm, Vision Capital Partners takes pride in their commitment to delivering personalized solutions tailored to their clients' financial goals. By combining their deep industry knowledge, diverse compensation structure, and experienced team, they strive to provide exceptional financial guidance and foster long-term success for their valued clients.
OLD OAK FINANCIAL PLANNING, INC.
Brighton, Michigan
Old Oak Financial Planning, Inc., headquartered in Brighton, MI, is a small investment advisory firm with one office. With a total of two employees, they exclusively specialize in providing investment advisory services. Their average assets under management per investment advisor stand at approximately $56,420,000, which aligns with the industry average.
Old Oak Financial Planning, Inc. employs a diverse compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of their assets under management originate from employer 401Ks or individual clients, demonstrating their expertise in this area. A significant 63% of the assets they manage fall under discretionary management.
In addition to their investment advisory services, Old Oak Financial Planning, Inc. also serves as an insurance broker or agent, further broadening their scope of assistance. The firm boasts a robust client base of over 210 individual clients, with a remarkable total of $112,836,000 in assets under management.
Among the notable team members at Old Oak Financial Planning, Inc., Mark Garbacik and Stacy Starr stand out as the firm's longest tenured registered advisors. Their experience and expertise contribute to the firm's commitment to delivering high-quality financial guidance and services to their clients.
Overall, Old Oak Financial Planning, Inc. operates as a dedicated and knowledgeable investment advisory firm, providing comprehensive services to a diverse clientele while effectively managing assets and striving to achieve optimal financial outcomes for their clients.
PINNACLE WEALTH MANAGEMENT, INC.
Brighton, Michigan
Pinnacle Wealth Management, Inc., based out of Brighton, MI, is a leading investment advisory firm that specializes in managing assets for individuals and employer-sponsored 401K plans. With a team of five experienced professionals, they provide exceptional investment advisory services to over 250 individual clients. Pinnacle Wealth Management has established a strong reputation in the industry, managing over $112,692,000 in assets.
What sets Pinnacle Wealth Management apart is their impressive average of approximately $163,640,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' interests.
With a focus on discretion and tailored financial solutions, Pinnacle Wealth Management has gained extensive expertise in managing employer 401K plans and individual assets, which collectively make up half of their assets under management. This specialization has allowed them to excel in the retirement planning space, providing sound investment strategies and personalized advice to their clients.
With two office locations, Pinnacle Wealth Management operates within the local community, serving the diverse investment needs of individuals and businesses. The firm takes pride in its team of seasoned advisors, including Eve Gaiser, Andrew Perri, and Mark Wojno, who have demonstrated long-standing dedication and commitment to their clients' financial well-being.
As a trusted and reputable investment advisory firm, Pinnacle Wealth Management is well-positioned to continue delivering exceptional results and personalized financial guidance to help clients achieve their financial goals and secure their future.
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