Detroit, MI Office

Team
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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

1098 Woodward Ave

Detroit MI 48226

Advisors at this office

8

Advisors at this office

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Cameron C

Series 65

Detroit, MI

Plante Moran financial advisors

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. 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 uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market 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
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Cartier Z

Series 65

Detroit, MI

Plante Moran financial advisors

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and four years of industry experience. Prior to joining Plante Moran Financial Advisors in 2022, Cartier worked at Plante Moran from 2017 to 2022 and at Phoenix Advisors, LLC from 2016 to 2017. 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 blend of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering 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

Logan Z

Series 65

Detroit, MI

Plante Moran financial advisors

Logan Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has worked previously at CincyTech and Pine Lake Capital. His background also includes roles outside finance, such as working at Heeney Sundquist Funeral Home and teaching at Detroit Catholic Central High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a detailed investment process that incorporates fundamental, technical, and cyclical analysis combined 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
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Christopher B

CFP®, Series 65

Detroit, MI

Plante Moran financial advisors

Christopher Barnas is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Plante Moran Financial Advisors in Detroit since 2013. Plante Moran Financial Advisors 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 multifaceted investment approach combining fundamental, technical, and cyclical analysis alongside proprietary valuation models.

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

Justin H

CFP®, Series 65

Detroit, MI

Plante Moran financial advisors

Justin Halvorson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with four years of industry experience. His prior work includes roles at Michigan State University, Uber, and Mulder Management. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional investors, and sovereign wealth funds. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analyses, typically managing a majority of assets on a non-discretionary basis.

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

Bianca C

Series 65

Detroit, MI

Plante Moran financial advisors

Bianca Candela is a financial advisor with Plante Moran Financial Advisors in Detroit, MI. She holds a Series 65 credential and has experience working at Morgan Stanley and in various educational roles, including at the University of Detroit Mercy and Eisenhower High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes high-net-worth individuals, institutions, and government entities. The firm integrates fundamental, technical, and cyclical analysis with proprietary models and employs both discretionary and non-discretionary portfolio management approaches.

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

Michael U

CFP®, Series 66

Detroit, MI

Plante Moran financial advisors

Michael Ulle is a CFP® and holds a Series 66 license with four years of industry experience. He has worked at Plante Moran Financial Advisors since 2023 and previously held roles at Fidelity Investments, Ernst and Young, and Wealth Strategies Financial Group. 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 combination of fundamental, technical, and cyclical analysis in its investment process 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

Jacqueline V

CFP®

Detroit, MI

Plante Moran financial advisors

Jacqueline Venier is a CFP® professional with 16 years of industry experience. She has been with Plante Moran Financial Advisors since 2006 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 individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating 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
View complete list of advisors at this office
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