Who We Are
Our team of qualified and experienced experts have a passionate commitment to West Michigan values, and comes with all the certifications you should demand including; Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Certified Employee Benefits Specialists (CEBS®), Certified Trust Financial Analysts (CTFA®), Certified Retirement Services Professionals (CRSP®), Qualified 401(k) Administrator (QKA®), Qualified Plan Financial Consultant (QPFC®), Chartered Retirement Planning Counselors (CRPC®), and Law Degrees.
We live and work in this community, so you can meet face-to-face with your advisor, when and where you want. Our Wealth Management solutions cover every angle of your financial journey and will be tailored to fit your unique financial picture. We offer financial planning, investment management, trust and estate administration, 401(k), Pension Plans, SIMPLE IRA's and 403(b) plans and traditional banking services. Learn more about our solutions.