An affiliate of the public accounting and business advisory firm Plante Moran, Plante Moran Financial Advisors (PMFA) was established in 1977. It is one of the largest independent, fee-only registered investment advisors in the United States. The firm provides integrated and objective wealth management services to high-net-worth individuals, families, and not-for-profit organizations, focusing on financial planning, investment consulting, tax strategy, and estate planning to help clients achieve their financial goals.

Founded in

United States