Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing youSee More...
My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:
#1 - Invest wi ... See More
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when See More...
Todd Kephart, CFP, MBA
RIS's eight advisors have over 120 combined years of investment and planning experience and we now manage over $1.5 Billion for more than 1,100 clients, half of whom work at the University of Michigan or Eastern Michigan where ... See More
Howard Bayliss, CFP, CRPC
Thank you for this opportunity to introduce my firm to you. Hiring a financial planner is an important decision in your life and must be built on a foundation of trust. We seek to build life-long relationships with our clien ... See More
Richard Salmen, CFA, CFP, CTFA, EA, MBA
Our goal is to remove financial obstacles to help you lead a great life. Our approach to financial planning is to focus on the process rather than the product. We have structured our fee to be an open-ended r ... See More
Laurie Stegenga, AIF, CFP, CPA/PFS
Foresight Capital Management Advisors is an independent fee-only registered investment advisory firm that focuses on individual wealth management, corporate 401(k), and 403(b) retirement plan services. Our team, of ... See More
Ted Feight, CFP
We are committed to earning customer loyalty by providing them with the highest quality personal financial planning and wealth management services, while reducing their costs and improving their outcomes.
Advisors work with 50 to 6 ... See More
Sophit Lee, CFP
We are a Registered Investment Advisor firm in the States of Michigan and California. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative a ... See More
Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in ... See More
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