A complete list of active advisors currently associated with Plante Moran FInancial Advisors

Warmer can help you find a great advisor at Plante Moran FInancial Advisors or one who fits your needs even better.

Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a mix of individual and institutional clients, including high‑net‑worth and non‑HNW individuals as well as banks and thrift institutions, trusts, estates, charitable organizations, and other business entities. Its client work includes ongoing portfolio advisory services, financial planning, and one‑time consulting engagements that may address tax, retirement, and succession planning. The firm develops strategic asset allocations and written investment policy statements, recommends mutual funds, ETFs, separate account managers and alternative investments, and implements portfolios through either discretionary or non‑discretionary arrangements. PMFA uses fundamental, technical and cyclical analysis and an internal proprietary equity valuation model, and—per its December 31, 2025 reporting—manages approximately $15.02 billion in non‑discretionary assets versus $10.10 billion in discretionary assets, a mix that is atypical for multi‑team peers. PMFA operates within the Plante Moran enterprise and is affiliated with a nationally chartered trust bank (Plante Moran Trust, N.A.), an insurance agency, a broker‑dealer (P&M Corporate Finance), and a real‑estate investment adviser (Plante Moran Realpoint Investment Advisors) that provides real‑estate securities advice and consulting. These affiliations support integrated services such as trust servicing, real‑estate advisory and insurance product access and also result in service arrangements and referral practices (including custody relationships with major custodians) that differ from many independent advisory firms.

To learn more about the advisors currently working at Plante Moran FInancial Advisors, 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 Plante Moran FInancial Advisors's office locations.