A complete list of active advisors currently associated with Wealth Management Partners of Michigan, LLC

Warmer can help you find a great advisor at Wealth Management Partners of Michigan, LLC or one who fits your needs even better.

Wealth Management Partners of Michigan, LLC is a fee‑only advisory firm that serves individual retail investors (typical clients have $50,000 or more of investable assets) and sponsors of small employer retirement plans. The firm provides ongoing financial planning, portfolio asset allocation and monitoring through its "Coachmewealthy" program and also offers ERISA-focused plan advisory services for smaller plans. The advisor uses an investor profile and a written Investment Policy Statement to recommend low‑cost, asset‑class structured model portfolios made up primarily of ETFs and institutional mutual funds, relying on modern portfolio theory and factor‑based, passive investing principles. Rather than exercising discretionary trading authority, the firm primarily provides non‑discretionary advice and coordinates implementation through third‑party portfolio managers. Noteworthy for an independent solo practice, nearly all of the firm’s assets under advisement are managed on a non‑discretionary basis and the firm typically acts as a co‑advisor/solicitor to third‑party managers, focusing its role on client coaching, IPS maintenance and manager selection rather than day‑to‑day trade execution. The firm also maintains insurance licenses to provide fee‑only guidance on variable annuity sub‑accounts and offers ERISA 3(21)/3(38)-style services for plan sponsors, which concentrates its work on fiduciary oversight and plan benchmarking.

To learn more about the advisors currently working at Wealth Management Partners of Michigan, LLC, 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.