Shotwell Rutter Baer / Financial Advisor in Ann Arbor, Michigan

Elizabeth Baer, BA, CFP
Independent Registered Investment Advisory firm serving clients throughout Michigan with offices in Lansing, Ann Arbor, Cheboygan and Traverse City. Two CFP Professionals with expertise in every 'age' of financial circumstances providing hourly consultation services and long term asset management services.
With a fiduciary standard of service, we help you make more efficient and effective use of your assets, reduce unnecessary expenses, streamline your cash flow and simplify your accounts. Using no-load financial products including mutual funds and insurance products (when absolutely necessary) we guide you to appropriate investment choices for your retirement and other investment accounts.
Whether you're looking for an hour of advice, a comprehensive financial plan or an ongoing relationship with a financial advisor, let's see if the services we provide are a good fit your needs. There's no charge for the initial 'get-acquainted' meeting.


Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended. is © Copyright Sudden Ventures, Inc. ( 0.032 secs on 09/19/21)

Privacy Policy