Areas We Serve
Local advice, within an easy drive
From our office at 1106 S Kalamazoo Ave, Marshall, MI 49068 — just off I-94 and I-69 — we serve families and business owners across Calhoun, Jackson, Kalamazoo, Branch, Barry, Eaton, Hillsdale, and Ingham counties. Every community below is a short drive from our office, and every plan starts with a free conversation.
Local roots, nationwide reach
Our office and our roots are in Marshall, Michigan — but you don't have to be. We work with clients across the country by phone and video, so distance is never a barrier to coordinated, fiduciary financial advice. The communities below are simply where we're also a short drive away.
Marshall
Calhoun County · Home base
BlueOval and a changing local economy
Financial planning in Marshall →Battle Creek
Calhoun County
Kellogg-legacy retirement accounts
Financial planning in Battle Creek →Albion
Calhoun County
Albion College 403(b) and TIAA accounts
Financial planning in Albion →Homer
Calhoun County
Farm succession and land sales
Financial planning in Homer →Jackson
Jackson County
Consumers Energy pensions and 401(k)s
Financial planning in Jackson →Kalamazoo
Kalamazoo County
Company stock at Pfizer and Stryker
Financial planning in Kalamazoo →Coldwater
Branch County
Manufacturing retirements
Financial planning in Coldwater →Hastings
Barry County
Anchor-company careers
Financial planning in Hastings →Charlotte
Eaton County
State-of-Michigan commuters
Financial planning in Charlotte →Olivet
Eaton County
University and school retirement plans
Financial planning in Olivet →Bellevue
Eaton County
Commuter retirement accounts
Financial planning in Bellevue →Tekonsha
Calhoun County
Self-employed retirement savings
Financial planning in Tekonsha →Union City
Branch County
Mixed farm-and-paycheck households
Financial planning in Union City →Athens
Calhoun County
FireKeepers and tribal-enterprise employees
Financial planning in Athens →Concord & Springport
Jackson County
Commuters with big-employer benefits
Financial planning in Concord & Springport →Hillsdale
Hillsdale County
Hillsdale College retirement plans
Financial planning in Hillsdale →Eaton Rapids
Eaton County
Auto-industry and UAW retirements
Financial planning in Eaton Rapids →Vicksburg
Kalamazoo County
Pfizer, Stryker, and Kalamazoo-area careers
Financial planning in Vicksburg →Richland
Kalamazoo County
Concentrated wealth and executive compensation
Financial planning in Richland →Portage
Kalamazoo County
Pfizer and Stryker equity compensation
Financial planning in Portage →Mason
Ingham County
State-of-Michigan employees
Financial planning in Mason →Local ZIP codes we serve include 49068, 49014, 49015, 49017, 49037, 49224, 49245, 49201, 49202, 49203, 49001, 49006, 49007, 49008, 49009, 49048, 49036, 49058, 48813, 49076, 49021, 49092, 49094, 49011, 49237, 49284, 49269, 49242, 48827, 49097, 49083, 49002, 49024, 48854 — and if your town isn't listed, or you live outside Michigan entirely, we almost certainly still work with you. Reach out and ask.
Closer than you think
Most of these communities are within a 30-minute drive — and for everyone else, phone and video work from anywhere in the country.