A complete list of active advisors currently associated with LVZ, Inc.

Warmer can help you find a great advisor at LVZ, Inc. or one who fits your needs even better.

LVZ, Inc. provides discretionary investment management, financial planning, third‑party manager selection, and related consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm reports managing roughly $1.125 billion in discretionary assets and serves a multi‑team client base through its group of advisors and promoter relationships. The firm’s Investment Committee combines fundamental and technical analysis with a top‑down review of economic and market trends to implement Classic and Specialty portfolio strategies (for example, Growth, Balanced, Equity Alpha, and Multi‑Asset Income), typically using ETFs, mutual funds, and variable annuity subaccounts. LVZ notes it uses AI only as a supplementary administrative and research tool under a formal AI governance framework, and it recently added the option to use an independent sub‑adviser for direct indexing. LVZ’s business structure includes related‑party services that are less common for its peer group: principals own an affiliated consulting/tax‑preparation entity that provides administrative and tax services under separate agreements and shares many clients with the advisory business. The firm also engages outside promoters, documents those arrangements in a Promoter’s Disclosure Brochure, reimburses certain marketing and training expenses from its share of advisory revenues, and discloses the use of testimonials in its advertising, all of which are highlighted as potential conflicts of interest and addressed through disclosure and governance.

To learn more about the advisors currently working at LVZ, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.