Auburn Hills, MI Office

Team
Updated today
Plante Moran financial advisors logo

Plante Moran financial advisors

Multi-team

Firm-wide stats for Plante Moran financial advisors

Total advisors

131

Across 18 offices

Clients per advisor

30 Very Low

Avg AUM per client

$6,699,075 Very High

HNW client ratio

86% Very High

About

Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a mix of private and institutional clients. Its clients include individual households (including high-net-worth individuals) as well as banks and thrift institutions, insurance companies, not-for-profits, state and municipal entities, other investment advisers, and—uncommonly for peers—sovereign wealth funds.

The firm offers both discretionary and non-discretionary Portfolio Advisory Services, manager search and monitoring, tax-lot accounting, and nonrecurring planning engagements. PMFA’s investment process combines fundamental, technical and cyclical analysis with a proprietary equity market valuation model, and commonly uses third‑party separate account managers and alternative investments; a majority of the firm’s reported AUM is managed on a non‑discretionary basis.

PMFA is part of the larger Plante Moran enterprise and discloses affiliations with a nationally chartered trust bank (Plante Moran Trust, N.A.), a real‑estate–focused investment adviser (Plante Moran Realpoint Investment Advisors) that also provides non‑RIA real estate services, an insurance agency, and a broker‑dealer. Those related‑party relationships and the firm’s client mix (including institutional and government clients) are highlighted in the brochure as sources of potential conflicts of interest and are disclosed alongside PMFA’s custodial and referral arrangements.

Based on Plante Moran financial advisors

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Based on Plante Moran financial advisors

Occupation focus

Founder/Business Owner Executive

Based on Plante Moran financial advisors

Location

2601 Cambridge Court, Suite 300

Auburn Hills MI 48326

Advisors at this office

11

Advisors at this office

user avatar

Ethan S

CFP®, Series 65

Auburn Hills, MI

Plante Moran financial advisors

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Douglas C

CFP®, Series 65

Auburn Hills, MI

Plante Moran financial advisors

Douglas Coursen is a CFP® with 16 years of experience and is affiliated with Plante Moran Financial Advisors, LLC, where he has worked since 2009. He is also a partner at P&M Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Travis D

Series 65

Auburn Hills, MI

Plante Moran financial advisors

Travis Dombroski is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He has been with Plante Moran since 2025 and has prior experience at Herbert Financial Group and Dorian Ford. His background includes roles in education at Michigan State University, Notre Dame Preparatory High School, and Trinity Lutheran School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary equity market valuation in its investment process and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Mark C

CFP®

Auburn Hills, MI

Plante Moran financial advisors

Mark Corombos is a CFP® professional with 16 years of experience, currently with Plante Moran Financial Advisors and P&M Holding Group, where he is a partner in a non-investment-related capacity. He has been associated with Plante Moran Financial Advisors since 1998 and with P&M Holding Group since 2012. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jaime E

CFP®, Series 65

Auburn Hills, MI

Plante Moran financial advisors

Jaime Eckels is a CFP® and Series 65 licensed financial advisor with 17 years of industry experience. She has been with Plante Moran Financial Advisors since 1999 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutional clients, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary valuation models and frequently employs third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ryan F

CFP®, CFA®

Auburn Hills, MI

Plante Moran financial advisors

Ryan Fedricks is a CFP® and CFA® with 13 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the firm since 2010. He is also a partner at Plante & Moran, PLLC, a role unrelated to investment advisory. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and often employs third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Matthew M

CFP®, Series 65

Auburn Hills, MI

Plante Moran financial advisors

Matthew Moretuzzo is a CFP® with two years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Auburn Hills, MI. His prior work includes roles at Saginaw Township Water Department and Oakland University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

William B

CFP®, Series 65

Auburn Hills, MI

Plante Moran financial advisors

William Bean is a CFP® and holds a Series 65 license, with 16 years of industry experience. He is currently with Plante Moran Financial Advisors and has been associated with the Plante Moran enterprise since 2007. Bean is also a partner at Plante & Moran PLLC in Southfield, MI. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutions, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Emilio D

Series 65

Auburn Hills, MI

Plante Moran financial advisors

Emilio Donato is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and one year of industry experience. Prior to his current role, he held positions at Cummins-Meritor and has worked in education-related roles at Oakland University, Rochester High School, and West Middle School. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brittany R

CFP®, Series 65

Auburn Hills, MI

Plante Moran financial advisors

Brittany Reid is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of four years in the financial industry. Her prior experience includes roles at Doeren Mayhew and self-employment, alongside operational responsibilities at Upright Health & Wellness, Inc. She is based in Auburn Hills, MI. Plante Moran Financial Advisors serves a diverse client base including private individuals, institutional clients, and sovereign wealth funds, offering investment advisory, financial planning, and estate planning services using a combination of fundamental, technical, and cyclical analysis integrated with a proprietary equity market valuation model.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brett K

CFP®

Auburn Hills, MI

Plante Moran financial advisors

Brett Kunkle is a CFP® at Plante Moran Financial Advisors with three years of industry experience. He has worked at Plante Moran Financial Advisors since 2020 and has prior experience in landscape design and the food service industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to private and institutional clients, including high-net-worth individuals, banks, insurance companies, not-for-profits, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)