Find a Financial Advisor in Detroit

Helping You Find Your Freedom

Find your freedom in the Motor City. Our financial advisors can design the path to help get you where you want to be.

Get local service from a national brand. We are proud to serve many generations of the same families in the Detroit area.

Allow us to create personalized solutions for your unique financial needs including tax planning, investment management, wealth advice and management, fiduciary financial planning, estate planning, risk analysis, trust services and more.

 

YOU DEFINE FREEDOM. WE’LL DESIGN THE PATH TO HELP GET YOU THERE.

Wealth Management

Retirement Income Planning

Trust Services

Resources

Cross-Generational Financial Planning Guide

Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financial preparedness of their Millennial children, fearing they may lack the wherewithal to deal responsibly with a sudden influx of wealth.

10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.

HOW FAR ARE YOU

From Being Ready for Retirement?

Our Advisors

Mark McCallum

CFP®, MBA
Managing Director, Partner & Wealth Advisor

Neil Silver

CFP®, ChFC®
Senior Wealth Advisor

James Carano

CFP®
Senior Wealth Advisor

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.