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Financial Advisors in Marquette, Michigan (Marquette County)

I am a Fee-Only financial planner in the Marquette area. As a CFP(R) Certificant and a Registered Investment Adviser (RIA), I have a fiduciary obligation to my clients. Only RIAs have a fiduciary obligation mandated by law. Furthermore CFP(R) Cert... See More

Highlights: College Planning, Investment Services, Professional Wealth Management, Certified Financial Planner, Retirement Planning, Retirement Distribution Plan, Mutual Funds, CFP ®, Income Tax Planning, Stocks, Investment Policy Statements, Business Planning, Comprehensive Financial Planning, Independent Investment Advisor, Wealth Management, Fee Only, Investment Consulting, Family Financial Planning

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