You make good money. You have a plan somewhere. What you are not sure about is whether anyone is actually watching the whole thing. Right now, you probably have an advisor for investments, a CPA for taxes, and maybe an attorney for estate documents. None of them talk to each other. You are the one in the middle, repeating your situation to three people who each see one slice of it. I build the financial plan, and I prepare and file your tax return myself. Same person, same conversation. The tax decision and the planning decision get made together, by someone who can see how one moves the other. Most advisors hand you off to a CPA who has never seen your plan. I do not hand you off. I work with dual-income parents, director level and up, two demanding careers, kids at home, and a financial life that has gotten more complicated than you have time for. Equity comp you have not fully sorted out. College creeping up. Estate documents written before your last job change. All of it in motion at once, and no one holding it together. What I give you back is time. One relationship instead of many. One person who knows the whole story, so you stop being the project manager of your own financial life. None of these pieces is that hard on its own. The coordination is what you do not have the hours for. That is the part I take off your plate. I am raising four kids of my own, including a set of triplets, so I plan from inside this life stage, not from a brochure. I know what it costs, in money and in attention, to do this well. If you are tired of being the one who holds it all together, reach out. I will tell you honestly whether I am the right fit.

Sean Sparkman is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has six years of industry experience, including prior roles at Insight Folios and American Income Life. Outside of his advisory work, he is a partner in Highground Gaming LLC, which organizes board game events and produces related content on YouTube. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of fundamental, technical, and cyclical analysis alongside third-party sub-advisers.

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

Natalie Miller is the principal advisor at Grit and Lavender Financial Planning in Brighton, MI, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill Lynch, PNC Investments, and Mass Mutual. Outside of advisory work, Miller provides educational and coaching services through her consulting business and serves as a small business coach and securities licensing instructor. Grit and Lavender Financial Planning serves individual clients with investment management, comprehensive financial planning, and financial coaching. The firm primarily uses a passive investment approach and offers subscription-style services and educational programming to support client implementation and ongoing engagement.

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Craig Mckee is the principal of XLM Capital Management, an independent advisory firm based in Dexter, MI. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Mckee has led XLM Capital Management since its founding in 2003. XLM Capital Management provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, estates, and businesses. The firm focuses on direct equity and options strategies, constructing concentrated portfolios tailored to each client's objectives and risk tolerance without using pooled vehicles or mutual funds.

Robert Laura is a financial advisor with Wealth & Wellness Group, LLC in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been involved with Synergos Financial Group, L.L.C. dba Osborn Wealth Management since 2009 and is also active in educational content development and workshops through Retirement Project LLC. Wealth & Wellness Group provides investment advisory and planning services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a tailored portfolio management approach that emphasizes diversification, asset allocation, Modern Portfolio Theory, and fundamental analysis, managing both discretionary and directed client relationships.

Robert Boutin is a financial advisor at Physicians' Financial L.C. in Northville, MI, with 15 years of industry experience. He holds a Series 66 designation and has been affiliated with Physicians' Financial L.C. and Midwest Financial Education L.C. since 2011. Physicians' Financial L.C. provides personal wealth planning primarily for medical professionals, combining investment management with income tax planning, life and disability insurance, and financial counseling. The firm employs a long-term, disciplined investment approach using diversified, risk-based model portfolios and offers a combination of advisory, insurance, and tax services within a single practice.

Richard Probst is a CFP®-designated financial advisor with 45 years of industry experience. He has been with Fountainhead Financial Management, Inc. since 1998 and previously worked at Linsco/Private Ledger Corp. He is involved in a family business focused on agricultural and food processing byproduct and waste recycling, providing management and business advice. Fountainhead Financial Management, Inc. is an independent firm offering financial planning services on a fixed fee or hourly basis.

Omar Ezz is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Olive Tree Asset Management since 2020. His prior experience includes roles at Blue Chip Partners, General Motors, and the University of Virginia. In addition to his advisory work, he maintains a full-time corporate finance position outside the firm. Olive Tree Asset Management is an independent, state-registered advisory firm providing individualized portfolio management and comprehensive financial planning to households and institutional clients. The firm combines fundamental analysis and modern portfolio theory, blending passive and active strategies to tailor portfolios, and offers services including retirement, college savings, tax, and estate planning, along with employee benefit plan consulting and participant education.

Surin Mong is a financial advisor at Milieu Personal Finance LLC with a Series 65 credential and one year of industry experience. He has prior experience at Choate, Hall & Stewart and several biotechnology firms, and is currently employed as an Associate Director of Licensing at the University of Michigan, where he focuses on developing and licensing academic innovations. Milieu Personal Finance LLC provides fee-only financial planning and discretionary investment management primarily for individual clients, including both non–high-net-worth and high-net-worth individuals. The firm combines modern portfolio theory with passive and active strategies, offers ESG options, and emphasizes serving non-HNW clients through comprehensive and project-based engagements.

Christopher Noble is the sole advisor at Greydog Financial in Ann Arbor, MI. He holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Greydog Financial, he worked for 15 years at Kellogg Company and seven years at Cabinetworks Group. Greydog Financial serves individual and high-net-worth clients with comprehensive, project-based financial planning and ongoing financial education. The firm emphasizes non-discretionary, passive investment recommendations implemented through index mutual funds and ETFs, and it is noted for offering stand-alone educational services and flexible billing arrangements.

Jeffrey Grad is the principal of Grad Wealth Management PLLC in Livonia, MI, where he has worked since 2024. He holds a Series 66 designation and has six years of industry experience. Prior to founding his firm, he worked at Founders Financial Securities, LLC for five years. Outside of advisory work, he owns Grad & Shoemaker, PC, a tax and accounting practice. Grad Wealth Management provides financial planning, consulting, and retirement plan services to individuals, high-net-worth clients, and business entities. The firm matches client objectives and risk profiles to third-party model portfolios, monitors those managers regularly, and offers written financial plans and hourly consulting engagements.

John Mcgonagle Jr. is a CFP® certificant and financial advisor with 16 years of industry experience. He has been with Asset Architects, LLC since 2015 and operates as a sole proprietor since 2014. In addition to his advisory role, he spends a significant portion of his time as a licensed insurance agent. Asset Architects, LLC is a solo, fee-based advisory firm serving individuals and high-net-worth clients by providing personalized financial planning and consulting. The firm arranges relationships with third-party money managers rather than directly managing client assets, and also offers commissioned insurance products as part of its services.

Edward Ledermann is a financial advisor at Whale Shark Financial LLC with nine years of industry experience. He holds a Series 65 credential and has previously worked at Revalue LLC and SW North America, Inc. Outside of Whale Shark Financial, Mr. Ledermann provides accounting services to nonprofits. Whale Shark Financial offers discretionary portfolio management and one-time financial planning to both high-net-worth and non-high-net-worth individual clients. The firm manages client assets directly, employs written Investment Policy Statements, and uses fundamental analysis and modern portfolio theory with a long-term trading orientation.

Anthony Daneshyar is a financial advisor at Measured Path Capital, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Kinetyc, LPL Enterprise, PRUCO Securities, and Populus Group, LLC, following a 22-year career at Ford Motor Company. Measured Path Capital, LLC is a Michigan state-registered investment adviser offering non-discretionary portfolio management, financial planning coordination through third-party firms, and hourly consulting and investment education. The firm emphasizes diversified, low-cost investment vehicles and combines fundamental and technical analysis in its approach, with an emphasis on cost efficiency and long-term suitability.

Christopher Ford is the sole advisor at Ford Financial Fitness, LLC, an independent, fee-only registered investment adviser. He holds a Series 65 designation and has one year of experience in investment advisory services. Ford also works as a mortgage originator at Rocket Mortgage, where he has been employed since 2010. Ford Financial Fitness provides discretionary and non-discretionary investment management as well as financial planning services primarily for high-net-worth individuals. The firm employs a mix of passive and active investment strategies based on fundamental and cyclical analysis, and it offers clients options for socially conscious investing and customizable restrictions.

Bernard Shinkel is the sole advisor at Alpha Investment Management, Inc. in Novi, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Alpha Investment Management since 2010. Alpha Investment Management is a Michigan-registered advisory firm providing discretionary portfolio management and wealth management services to high-net-worth individuals, family limited partnerships, corporate pension and profit-sharing plans, and charitable organizations. The firm employs a top-down, macro-oriented investment process that emphasizes diversified global portfolios with a focus on low-cost ETFs and index funds, aiming to manage risk and deliver steady returns.

William Winn is a financial advisor with Fiducial Partners LLC in Brighton, MI, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Retirement Wealth Advisors and has owned Newbridge Financial Group since 2013. In addition to advising, he operates as an independent insurance agent, offering fixed insurance and related products. Fiducial Partners LLC provides discretionary investment management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm’s investment approach combines fundamental and technical analysis, active allocation, and position-level risk management, managing accounts primarily on a discretionary basis with regular reviews.