Fee-Only, Fiduciary, Institutional Investment Advisory Firm for high-net worth individuals, businesses, government and not-for-profits.

Rising Star of Top Investment Advisory Firms in the Nation for 2010 by CPA Wealth Provider Magazine. The only firm headquartered in Michigan, and one of only four investment advisory firms in Michigan to make the exclusive list as one of the nation's top investment advisory firm. Founders are both lawyers and CPAs, who also hold other advanced degrees and/or designations in the area of financial services.