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Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client.
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Established in 1985, Mercer Advisors is a fee-only total wealth management firm that provides comprehensive financial planning and investment management services. Our Strategic Advisory teams use a sy.......
With the increasing complexity of today’s financial market, the need for a trusted financial advisor has never been greater. I am dedicated to helping individuals and businesses improve their long-ter.......
Active Management is a phrase not heard too often. It means nothing to most people until it’s too late. Conventional wisdom tells us if we “Buy and Hold” we will retire rich. We don’t believe this th.......
Global Financial Planning Group, LLC was founded to assist our clients in every aspect of their financial lives. We provide a comprehensive and personal service, thus earning a reputation for excellen.......
Michael Reid, CFA Exchange Capital Management is an independent fee-only SEC Registered Investment Advisor located in Ann Arbor's historic Kerrytown district. Founded in 1989, we specialize in tailoring customized clie.......
Fiscal Associates, Inc. is a comprehensive financial services firm committed to helping you improve your chances of long-term financial success. Our customized approach is designed to help potentially.......
John Massoglia We are committed to helping clients reach their financial goals through timely financial advice, access to prudent investments, structured savings and tax strategies........
Eric Seger, CFP® My professional goal, as a CFP(R), is to personally and comprehensively guide my clients as they transition through the accumulation, retirement, and distribution phases of wealth management. I am de.......
Doug Burgdorf, CFP® H&B Financial Group, Inc., is a comprehensive financial planning and investment management firm. We have the ability to represent our clients as either a registered representative or a registered inv.......
Joseph Budd, CFP, ChFC We provide comprehensive financial planning and wealth management. This includes estate planning, retirement planning, and asset management. Managed accounts and fee based mutual fund portfolios are t.......