Plante Moran Financial Advisors

EST. AUM
$26,927,161,703

CONTACTS
27

CLIENT ACCOUNTS
19,176

Firm Details

Metro area Detroit
CRD Number 112158
Website plantemoran.com
Client types

Overview

This is an accounting firm that has seen explosive growth within their wealth management practice. lante Moran Financial Advisors (PMFA) is a leading independent wealth management firm that offers a comprehensive range of financial advisory services. Known for its holistic approach, PMFA provides tailored solutions to help individuals and families manage their wealth, plan for the future, and achieve their financial goals. The firm’s services include financial planning, investment advisory, estate planning, tax planning, and family office services. PMFA operates as a fiduciary, meaning they are committed to acting in the best interests of their clients, offering transparent and objective advice. This client-first philosophy ensures that all recommendations are free from conflicts of interest and align with the clients' goals and priorities. The firm’s investment strategy emphasizes long-term returns, focusing on a disciplined, research-driven approach. Their investment research team conducts thorough analysis across various asset classes, markets, and economic conditions to inform their investment decisions. This team is divided into strategy and due diligence branches, working collaboratively to identify opportunities and mitigate risks. Additionally, PMFA provides access to alternative investments such as hedge funds, private equity, real estate, and private credit, which are designed to enhance returns and diversify risk. These opportunities are typically available through exclusive relationships with top-tier investment managers.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Plante Moran Financial Advisors

Platform Details

Investment Preferences

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