Contact
Let's talk.
Book a time directly, send us a note, or call the office. New clients can also take our short fit quiz to be matched with the right advisor.
New clients
Wealth Management
Households, families, faculty and individuals.
Book a time → Business ownersCompany Retirement Plans
401(k), pension and employee benefits.
Book a time →Office
415 Detroit St Ste 100
Ann Arbor, MI 48104
Phone
Hours
Monday through Friday: 9 a.m. - 5 p.m. or by appointment.
By appointment only weekdays between Dec 26 & 31.
Holidays
Please note: We are closed to in-person appointments and remotely on all market holidays, Christmas Eve, and Black Friday.