Sara E Lewis

Villaire Financial is a fee-only fiduciary financial planning firm in downtown Grand Rapids for young professionals and families who are still building wealth. Chris Villaire, CFP®, works with people in their 20s and 30s who make good money and have big decisions in front of them: student loans, 401(k)s, RSUs, buying a home in West Michigan, getting married, building a family, and planning ahead for taxes. Most clients get their full financial plan within 30 days of onboarding. From there, we meet with you twice a year, manage your investments, and you can always schedule a meeting whenever life changes. Meet in person at 2 Fulton St W, Suite 122, or by video. No asset minimums and no commissions. Start with a free intro call.

Ryan Johnson is the founder of Hundred Financial Planning, where he works with high-earning individuals and families to bring more clarity, intentionality, and confidence to their financial lives. His approach goes beyond investments, helping clients navigate the intersection of money, career, family, and long-term decision making with practical, personalized guidance on everything from taxes, benefits, investments, and more. Ryan is passionate about simplifying complex financial topics and regularly shares educational content online focused on helping people make smarter decisions with their money. Outside of work, he enjoys strength training, golf, reading, and spending time with his wife and children in West Michigan.

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Robert Boylen is the sole advisor at Robert Charles Capital Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed at Robert Charles Capital Management since 2016. Robert Charles Capital Management provides discretionary investment management, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a targeted asset allocation approach using individual securities, ETFs, and index funds, integrating fundamental, technical, and qualitative analysis to manage accounts on a discretionary basis.