Plante Moran Financial Advisors’ John Lesser Ranks in TOP 100 in Nation 

 9/8/2009 

Southfield, MI (September 8, 2009) – Plante Moran Financial Advisors (PMFA) is proud to announce that John Lesser has been named for the third year in a row to Barron’s “Top 100 Independent Financial Advisors” list. The ranking, featured in the August 31, 2009 issue, focuses on independent financial advisors in the U.S. and lists Lesser as 38th, up from 56 in the prior year. Barron’s touts it as the industry’s “nimble pros,” and the ranking reflects various data points including assets under management, revenues generated, and quality of their practices.

“It’s thrilling to be named again to Barron’s list, especially after the historic events in the financial markets. Our efforts are focused exclusively to putting our clients’ interests first and helping them achieve their goals and objectives,” states John Lesser. He adds, “PMFA’s independent model is an alternative approach to the product-based model. It is also one that requires technical expertise versus a generalist approach. Clients appreciate our objectivity especially in this economic climate.” Bob Palmer, PMFA president adds, “John is truly worthy of this recognition. Our solutions don’t come off the shelf and neither does our client-service approach as this recognition highlights.” 

About Plante Moran Financial Advisors

With $5.3 billion of assets under management and clients throughout the United States, Plante Moran Financial Advisors is the nation’s third largest independent registered investment advisor based on assets under management, according to Financial Advisor magazine. The organization’s integrated affiliate services include investment advisory services, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Plante Moran Financial Advisors is an affiliated entity to Plante & Moran, the nation’s 12th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and family wealth management services.