Plante Moran Financial Advisors Ranks in Top 100 in Nation 

 8/29/2007 

Southfield, MI — Plante Moran Financial Advisors (PMFA) is proud to announce that John Lesser and Bob Palmer have been named to Barron’s inaugural “Top 100 Independent Financial Advisers” list. The list, featured in the August 27, 2007 issue, focuses on independent financial advisers in the U.S. Barron’s touts it as the industry’s “top players” and the rankings reflect various data points including assets under management, revenues and profits generated, and quality of service.

“It’s gratifying to help our clients achieve their goals and objectives,” states John Lesser. He adds, “PMFA’s Chief Financial Officer model is a holistic approach that integrates several facets of wealth management to help our clients maximize the after-tax value of their wealth.” “We truly appreciate the recognition; however, every advisor in our firm wakes up each day dedicated to serving the needs of our clients,” affirms Bob Palmer, PMFA president. “Our firm’s independence and objectivity is paramount and enables us to truly ‘sit on the same side of the table’ as our clients and serve their needs first.”

Plante Moran Financial Advisors (PMFA) serves as a trusted advisor to high net worth individuals, family business owners, and corporate retirement plans helping them build, manage, and preserve their wealth and is recognized as one of the nation’s largest independent registered investment advisors. Its integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. PMFA serves over 1,100 clients throughout the U.S. and is an affiliate of Plante & Moran, PLLC, one of the nation’s largest accounting and business advisory firms with offices in Michigan, Illinois, Ohio, and Shanghai, China.