Fee-only investment advisors Based in Grand Rapids, Michigan
Investments done right.
Fee-only investment advisors Based in Grand Rapids, Michigan
Investments done right.
Investments done right.
Investments done right.
We are a retirement plan consultant and an investment management firm committed to and focused on providing comprehensive and customized strategies and services to our clients throughout Michigan.
Our mission as independent fiduciary advisors is to provide proactive guidance and institutional offerings to all of our clients regardless of their size.
Over the past 18 years, we have successfully made the retirement plan market “smaller” by giving our clients platform and investment options, services and fees historically only available to the large and mega large plan market.
We love our clients, so feel free to visit during normal business hours.
Open Monday - Friday: 9:00 - 4:00
750 Front Avenue Northwest, Grand Rapids, Michigan 49504, United States
(616) 840-0284 (business number)
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