Where are you?
Find a Dedicated Financial Adviser Near You
Browse our locations for wealth management services nearest you. Not located near an office? No problem, we can partner with you no matter where you are! We work with clients across the country, both in-person and remotely.
Where we are
Our Financial Adviser Locations
We provide financial planning and investment management services to clients across the country, whether in-person or remotely.
Southfield, Michigan (Metro Detroit)
One Towne Square, Suite 444
Southfield, MI 48076
Grand Rapids, Michigan
625 Kenmoor Avenue SE, Suite 307
Grand Rapids, MI 49546
5005 Rockside Road, #860
Independence, OH 44131