Ann Arbor, MI
(734) 294-0100 invest@dardenwealth.com Client Login →
Schedule a Consultation →
DARDEN WEALTH GROUP · EST. 2018

Real wealth doesn't
happen accidentally.
It happens with a plan.

We integrate your investments, taxes, estate, and legacy into one cohesive plan — so the major decisions of your life are made with clarity, not anxiety. No proprietary products. No sales quotas. Just honest advice from people who have been doing this together for decades.

Schedule a Consultation → How we work
Fiduciary Standard Your interests, full stop.
No Proprietary Products Open architecture.
Values-based investing Socially responsible options for every client.
Now Welcoming
New Wealth Management & Retirement Plan clients for 2026.
Two-week consultation window
2018
Founded in Ann Arbor. Advising families, business owners, and faculty across Michigan and beyond.
100+
Combined years of CFA, AAMS, MBA and Ph.D. expertise on every plan.
100%
Independent & fiduciary. No proprietary products. Open architecture, always.
2007
Pioneers in socially conscious investing — long before it had a name.
Recognition
Loc8NearMe · Best Businesses in Ann ArborExpertise.com · Best Financial Advisors in Ann ArborDBusiness · Top Corporate Culture AwardsDBusiness · Top Corporate Culture AwardsWomen’s Choice Award® · Financial Advisor
See our awards →
Our Philosophy

We listen. We educate. We guide. We speak your language — not the industry's. The result is a plan you actually understand and a partnership that lasts decades, not quarters.

Andrea Darden founded DWG in 2018 so families wouldn't have to choose between competence and candor. Every year since, that's remained the bar.

Four commitments we make to every client.

  1. 01

    We are fiduciaries, all of the time.

    Not a marketing phrase. A legal standard that obligates us to put your interests ahead of our own — on every recommendation, every quarter, in writing.

  2. 02

    We don't sell what we don't believe in.

    No proprietary funds. No commission products. No sales quotas to hit by Friday. Open architecture means we recommend what's right, not what's profitable for us.

  3. 03

    We write plans, not pitch decks.

    You leave with a plain-English document — explicit trade-offs, expected outcomes, what changes when life changes. Something you can read, share with your spouse, and act on.

  4. 04

    We answer the phone.

    Not a queue. Not a chatbot. The people whose photos are below this section. Call the office — Leeanne picks up — and you're in front of the right person within the day.

Multi-Family Office

One team for everything your family's wealth touches.

For families with $5 million or more in investable assets, we coordinate investments, tax, estate and trust matters, family governance and household administration. It is the work of a private family office, shared across a small group of families.

Fiduciary at all times. No commissions.

Explore the Multi-Family Office →See if we're a fit

Investments & reporting

  • Investment management
  • Private market access
  • Liquidity event planning
  • Consolidated reporting

Tax, estate & trusts

  • Tax planning & return coordination
  • Estate & trust coordination
  • Trustee services
  • Insurance & risk review

Family

  • Family governance & education
  • Philanthropy & foundations

Household

  • Bill pay & household administration
  • Concierge & lifestyle support
Client Services

Built around the way your life actually works.

Your goals are complex, and so is your portfolio. We organize both into a single, coordinated plan — so investment decisions, tax strategy, and estate planning move in the same direction. Choose the entry point that matches where you are today.

01 · Flagship

Private Wealth Management For households & families

A fully integrated relationship for households with significant complexity — investments, taxes, estate, philanthropy, and concierge lifestyle support, coordinated by one team that knows your name.

  • Low-cost ETF portfolios with downside protection & tax efficiency
  • Concierge support for major life decisions & transitions
  • Charitable giving, risk optimization, retirement income
  • Socially conscious investing options from day one
Explore Private Wealth →
02 · Comprehensive

Financial Planning For specific goals & transitions

Project-based or ongoing planning for the questions that keep you up: tax strategy, college affordability, Social Security timing, healthcare in retirement, and estate decisions. Annual reviews keep the plan alive.

  • Tax strategy & multi-year projection
  • Estate, gifting & legacy planning
  • College, Social Security & healthcare modeling
  • Recurring annual review & recalibration
Explore Planning →
03 · Specialized

University Faculty For professors & academic staff

Decades of fluency with TIAA, Fidelity, 403(b), 457, and 401(a) plans — the benefit structures that confuse most generalists. We help faculty pull the right levers at the right time across a long career.

  • 403(b), 457, and 401(a) coordination
  • TIAA & Fidelity platform expertise
  • Sabbatical, tenure & phased retirement planning
  • “Questions to ask your benefits office” FAQ
Explore Faculty Services →
04 · Institutional

DWG® for Business Owners Retirement plans & consulting

For owners of growing companies: 401(k) and pension design, executive benefits, and ongoing fiduciary support — with a clean line between your personal plan and your business plan.

  • 401(k) & pension design, audit & benchmarking
  • Executive & key-employee benefits
  • Owner succession & exit planning
  • Coordinated personal & business strategy
Explore Business Services →
How we work together

A predictable, transparent process — start to plan in 30 days.

  1. I

    Discovery

    A 45-minute conversation. We listen to what's working, what isn't, and what you want differently.

  2. II

    Gather

    Statements, tax returns, estate documents, benefits. We do the heavy lifting from here.

  3. III

    Analyze

    Our advisors meet, model scenarios, and stress-test against the goals you set in Discovery.

  4. IV

    Plan

    We present a plain-English plan with explicit trade-offs. You decide what to implement and when.

  5. V

    Steward

    Quarterly check-ins, annual reviews, and an open line — for the next 20 years, not the next quarter.

Meet the Team

One team. One table. Every plan.

Every plan we write is reviewed by the full team. That means a CFA, an MBA, a credentialed business strategist, and a private-markets Ph.D. — all looking at your situation before we say a word back to you. You're not getting one advisor's opinion; you're getting the firm's.

Andrea Darden
Andrea Darden
Founder and CEO
AAMS

Leads firm strategy and the wealth-management practice. Believes the best planning starts with the question nobody asked you yet.

x2 · text 734-206-7963 Email →
Annie Russo
Annie Russo
Chief Operating Officer
Operations

More than two decades helping RIAs strengthen operations, manage risk and scale, as a former CCO, COO, CFO and advisor.

(734) 294-0100 Email →
Dave McNeely
Dave McNeely
Chief Investment & Financial Strategist
CFAMBA

Owns portfolio construction, downside discipline, and tax efficiency. Treats every basis point of cost like it's your money — because it is.

x3 · text 734-206-7099 Email →
Mark Minder
Mark Minder
Director of Business Strategies
RFCMBA

Tax, estate and legacy planning for high-net-worth families, business owners and professionals.

x4 · text 734-270-6471 Email →
Hylan Moises
Hylan Moises
Private Markets Strategist
Ph.D., Neuroscience

Sources and vets private market opportunities for qualifying households. Skeptical until proven, then patient for years.

x5 · text 734-875-8716 Email →
Leeanne Kunnert
Leeanne Kunnert
Office Administrator
Operations

The reason your meeting starts on time, your forms are correct, and your call gets returned. Quietly indispensable.

(734) 294-0100 Email →
Troy Button
Troy Button
Family Wealth Associate
Client Service

Former Northwestern Mutual advisor with a client-first approach. Helps families get clear on their goals and build confidence in the plan.

(734) 294-0100 Email →
CD
Catherine Darden
Clerical Intern
Next Gen

Supports the team across operations and client service. Learning the craft from the inside out.

(734) 294-0100 Email →
MD
Marcus Darden
Intern
Next Gen

Bio coming soon.

(734) 294-0100 Email →
In their words

I knew when I chose Andrea and her team I had chosen the right group to address our financial needs. The professionalism, totality of services, communication and clear teamwork are a refreshing change from my "Institutional" financial team.

DeniseClient of Darden Wealth Group

This testimonial was provided by a current client of Darden Wealth Group. No compensation was provided, and the client has no material conflicts of interest. This statement may not be representative of the experience of other clients and is not a guarantee of future performance or success.

Schedule a Consultation

An hour with us tells you more than another year of guessing.

No pitch deck. No pressure. Bring whatever's on your mind — taxes you're dreading, a benefits decision, an inheritance, a business sale, or just a feeling that your plan isn't quite a plan.

  • ✓A 45-minute conversation, in person in Ann Arbor or via secure video.
  • ✓A written, plain-English follow-up summarizing what we heard and what we'd do.
  • ✓No fee. No obligation. No proprietary products — ever.