About Us

Providing Financial Services

We are a firm focused on financial education and dynamic planning. With experienced advisors, a dedicated team, and sophisticated industry partners, we provide the highest level of financial planning to both individuals and business owners.

While we pride ourselves in being deeply-rooted in the Greater Lansing, Michigan community, we provide services to clients across the country. 

Our Affiliations

We are excited to partner with Bleakley Financial Group. Partnering with a firm like Bleakley gives us greater flexibility and a broader set of resources to fit the financial lives of our valued clients. In addition to our team, as an affiliate of Bleakley Financial Group, we have the ability to leverage the knowledge of our CIO, Peter Boockvar, and 14 other financial planning specialists and analysts to further enhance intellectual capital. 

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!