For 90 years, Plante Moran Financial Advisors is the nation's 14th largest certified public accounting and business advisory firm provides clients with independent and objective financial advice.

For those individuals, not-for-profit organizations and corporate entities, we have organized a holistic wealth management practice for personal wealth management services and a comprehensive institutional investment consulting practice to support foundations, endowments, and corporate benefit plan sponsors in their investment planning and fiduciary responsibilities.

It was natural for many of our clients to turn to those same trusted business advisors with questions about preserving their personal wealth and ensuring the future for their families or for the charitable organizations that they supported.