Inaugural award recognizes excellence in client service and business management Southfield, MI
— Plante Moran Financial Advisors (PMFA) has been recognized as the very first recipient of the Best-in-Business Award, part of the Schwab Institutional IMPACT Awards™ program. The IMPACT Awards™ is an industry-wide program to honor advisors and firms that have advanced the independent investment advisory industry through their visionary leadership, operational excellence, and technology innovation. The Best-in-Business Award recognizes one independent investment advisory firm for excellence in business management and client services.
“This is a tremendous honor, and we’re humbled and delighted to receive it,” says Bob Palmer, President. “PMFA’s success centers on three areas: the relentless pursuit of exceptional client service, a sophisticated approach to staff development, and carefully managed growth. It’s wonderful to be acknowledged in this manner.”
The IMPACT Awards™ recognize organizations and individuals in three categories: Best-in-Business, Best-in Technology and the Charles R. Schwab IMPACT Award™. Schwab Institutional President Deborah Doyle McWhinney recognized the winners today during a ceremony at the IMPACT® 2006 conference in Washington, D.C. where members of PMFA, including Palmer, were on hand to accept the award. Winner profiles, award criteria, and additional information are featured on the IMPACT awards website, impactawards.schwab.com
. About Plante Moran Financial Advisors
With more than $4 billion of assets under supervision, PMFA serves as a trusted advisor to more than 1,100 high net worth individuals, family business owners, and corporate retirement plans helping them build, manage and preserve their wealth. Our integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. PMFA is the nation's third largest independent financial advisory firm based on assets under supervision, according to Financial Advisor magazine. PMFA has more than 100 staff members in offices throughout Michigan, Illinois, and Ohio, and is an affiliate of Plante & Moran, PLLC, the nation’s 11th largest accounting and business advisory firm.
Plante Moran Financial Advisors (“PMFA”) and its employees are independent of and not employees or agents of Charles Schwab & Co. Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by PMFA. The IMPACT™ Award is not an endorsement, testimonial endorsement, recommendation or referral to PMFA with respect to its investment advisory and/or other services.