A complete list of active advisors currently associated with Ontrack Wealth Management
Warmer can help you find a great advisor at Ontrack Wealth Management or one who fits your needs even better.
OnTrack Wealth Management provides financial planning, investment management, retirement plan consulting, and basic personal tax return preparation to individuals, high‑net‑worth clients, and charitable organizations. Clients generally receive ongoing portfolio management combined with comprehensive planning rather than standalone planning services. The firm uses a mix of fundamental analysis and technical/charting/cyclical methods, applies Modern Portfolio Theory, and employs passive, low‑cost funds when appropriate to construct portfolios guided by client‑specific investment policy statements. OnTrack also reviews and advises on held‑away accounts such as workplace retirement plans and 529s as part of its regular service offering. Distinctive aspects include recent registration with the SEC and a practice of offering comprehensive planning only when paired with investment management, which may involve an upfront planning fee along with ongoing asset management. The firm also provides basic tax return preparation to clients at no additional charge, offers retirement plan consulting as a fiduciary to plan sponsors, and does not provide separate written performance reports to investment‑management clients beyond custodial statements.
To learn more about the advisors currently working at Ontrack Wealth Management, 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.
You can also browse Ontrack Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Plymouth, MI
| 12
| |
Canton, MI
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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