We Know Right from Wrong
We are an independent State of Michigan Registered Investment Advisor (RIA), not a broker-dealer. By choosing to work with an RIA rather than a broker-dealer, you are establishing a relationship with an advisor who is legally obligated to act in your best interest.
Most registered investment advisors only seek high net worth investors. We believe everyone deserves access to sophisticated, unbiased financial advice. Whether you're a new investor or you already have accumulated a large amount of assets, we are ready to work with you. We are proud to specialize in serving educators, police officers, small business owners and other “Main Street” investors.
We won’t let you be a victim. We will never recommend inappropriate investments with high fees or conflicts of interest, which can significantly reduce your investment returns.