Forsythia Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forsythia Financial provides customized investment management, financial planning, and consulting services to individuals, high–net-worth clients, families, trusts, estates, and small businesses, and advises on a range of instruments including equities, fixed income, mutual funds, ETFs, options, limited partnership interests, and real estate/business investments. The firm also offers standalone planning and consulting engagements and periodically conducts educational workshops for clients and their guests.
The firm generally manages client assets on a discretionary basis using a proprietary methodology that emphasizes timing, detailed company research, and asset-allocation modeling informed by macroeconomic factors; account reviews are performed in response to deposits or withdrawals, portfolio changes, rebalancing events, and client-specified triggers, with regular reports provided. Forsythia uses an institutional custodial platform, may aggregate trades when appropriate, and combines asset-based advisory services with hourly or one-time flat-fee planning and consulting options.
What is distinctive about Forsythia is that its managing director maintains an active securities and estate-planning law practice and an academic teaching role, and will transition his law practice to sole ownership effective May 1, 2026; the brochure discloses policies intended to manage any potential conflicts arising from those activities. The firm’s service mix—offering discretionary portfolio management alongside hourly consulting, one-time planning engagements, occasional workshops, and the ability to invest in private real estate and business interests—is atypical for small investment managers and is operated by a single adviser managing roughly $527,000 in discretionary assets.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning services as agreed in advance
$0 - $1,000,000: 1.75% $1,000,000 - $3,000,000: 1.25% $3,000,000+: 0.75%
$350 per planner-hour for consulting and financial planning services
Minimum fee: Minimum fee applies but specific amount not stated Fee-only: Hourly consulting fee at $350 per planner-hour; flat fees also offered for financial planning as agreed in advance
Main office
7457 Franklin Road, Suite 200
Bloomfield Hills MI 48301
Advisors at this office
1
Most active in
Michigan
Also doing business as
Bone Financial LLC · Forsythia Financial
Disclosures
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Business activities & affiliations
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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