Plante & Moran Financial Advisors Recognized By CPA Wealth Provider Magazine For Financial Planning Excellence
10/31/2005
Southfield, MI — Plante & Moran Financial Advisors (PMFA) was recently named top financial planning firm by CPA Wealth Provider in the magazine’s second annual Financial Planning Awards. The award recognizes firms and companies that have taken the lead in the financial planning industry through innovation, efficiency, initiative, or growth.
“We are honored to be named top financial planning firm among so many great industry players,” said Bob Palmer, president of PMFA. “We strive to understand our clients’ needs and expectations, and we are committed to helping them achieve their financial goals.”
PMFA was recognized for implementing a customer-focused business strategy that helped more than triple its assets in five years. In 1999, the group had approximately 250 clients with $1 billion of assets under advisement. Today, the group maintains about 700 clients and manages assets of more than $3.2 billion. To offer its clients a more diversified list of services, PMFA changed the way its teams approached financial advising – creating a centralized investment research approach that allowed for faster decision-making, expanded research capabilities, and freed time to attract and retain clients.
The chief editors of Accounting Today, CPA Wealth Provider, Practical Accountant and WebCPA honored recipients in three categories: CPA and financial planning firms, brokers and dealers, and financial planning software vendors. The winners are featured in the January issue of CPA Wealth Provider.
Plante & Moran Financial Advisors serves as a trusted advisor to high net worth individuals and family business owners, helping them build, manage and preserve their wealth. Our integrated service offering includes investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Founded in 1977, Plante Moran Financial Advisors is an entity of Plante & Moran, PLLC, the nation’s 10th largest accounting and management-consulting firm.