redefining wealth management

Imagine a financial advisor that is competent, ethical, charitable, exclusive, and available at a price much less than the typical wealth manager. That vision is now a reality. We have designed a ground-breaking wealth management delivery concept that allows us to offer complete wealth management services while embracing the belief that the client comes first. All of this is available from experienced advisors that understand that clients are family and this business is more than growth and profits.

Stacks Image 5447
Stacks Image 115058

independent

We are 100% independent and operated by the founders and owners who all serve as advisors. There is no home office directing our operations and all the decisions are made locally by the management team. Compare that to Merrill Lynch, Ameriprise, Edward Jones, Raymond James, etc.

Stacks Image 115066

fiduciary

We have chosen to be organized and licensed as registered investment advisors which makes us a fiduciary. This means we must place our client’s interests ahead of our own in all matters. This is the same relationship that you trust with your doctor and attorney.

Stacks Image 115074

comprehensive

Available to every client is a comprehensive financial plan covering retirement planning, investment planning, goal planning, insurance/risk management, college savings planning, budgeting, cash flow planning, debt management, and more. An annual update is included.

Stacks Image 115082

team concept

We utilize a “team concept” to serve all of our ConciergeAdvice℠ clients. We have an Investment Committee to manage and assess the portfolios and their holdings. This committee meets quarterly to review our clients' investments and make sure they are on track to meet their goals and objectives.

Stacks Image 119722

exclusive

We believe that successful wealth management firms can grow too large for their clients and no longer provide the proper level of services that clients deserve. We will never let that happen at our firm and we are committed to closing our practice once we get to a total of 100 ConciergeAdvice℠ wealth management clients.

Stacks Image 115157

conflict free

We have made a concerted effort to minimize conflicts of interest in the conventional delivery of financial advice. From using no-load funds to charging our clients a convenient asset based rate not a commission or hidden fees that the client never sees. It’s imperative to place the needs of the client first.

Stacks Image 115165

affordable

It’s often tough for someone just starting their career to afford a typical financial advisor. On the flip side, those with a significant nest egg often pay significantly more for financial advice. We have designed our model so that anyone can afford a financial advisor regardless of where they are in their financial lifecycle.

Stacks Image 291639

charitable

Insurance plays a role for many clients. However, the industry is designed around the commission model and we are dedicated to removing all conflicts of interest. To that end, we are committed to a philanthropic goal of eventually donating 100% of all insurance profits to charity.

reinventing investment advice

We are sometimes mistaken as mad scientists who blend the art and science of investing. From using the latest modern portfolio theories for managing your portfolio to pursuing painstaking efforts to reduce cost, be assured that we care about your account. We even have investments in the exact same place as our clients do. It's time for all advisors to put their money where their mouth is...

Stacks Image 114896
Stacks Image 5955

Paperless Account Opening

Complete online account opening and account transfer process. Generally zero paperwork required.

Stacks Image 5621

Professional Portfolio Design

Advanced financial profiling tool based on Nobel prize winning research to build the best set of investments for your personal situation.

Stacks Image 5960

Portfolio Monitoring & Trading

We handle the portfolio monitoring and trading so you can rest easy knowing that a professional is keeping an eye on your money.

Stacks Image 5767

Rebalancing Discipline

We follow a disciplined approach to keeping your account near its target. This can add an extra 0.59% to your account returns. 1

  1. If you’re a geek like we are, you most likely want to read the research article here.

Stacks Image 5775

Online Client Account Access

Online access to your accounts, monthly statements, tax documents, and much more. Plus, a Blog for explaining our investments

Stacks Image 5791

Real People With Real Advice

Unlike online brokers, you’ll always have a dedicated professional available to help you. We care about your investments and have money invested the same way!

Stacks Image 5902

Convenient Automatic Billing

Our fees are conveniently deducted from your account(s) each quarter so no need to receive bills and send in checks.

Stacks Image 5894

Advisors Who Are Fiduciairies

What? This just means that we will always place your interests above ours. Kind of like what doctors and lawyers do.

Stacks Image 5636

Geeks Behind The Curtains

Our portfolio managers are actual engineers who love what they do and apply modern science (and a bit of art) to managing your portfolios.


This website is operated and maintained by WealthStrategies Financial Advisors, LLC, a Michigan Registered Investment Advisor. Brokerage services provided to clients by FOLIOfn Investments, Inc., an SEC registered broker-dealer and member FINRA/SIPC. Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and WealthStrategies Financial Advisors' charges and expenses. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where WealthStrategies Financial Advisors is not registered. Partner logos and names are respective trademarks of each company. Check out the background of our firm at BrokerCheck.

(248) 345-7648