In the Community

Whether through the commitment and resources of our company or through the individual volunteer services of our team, we recognize the importance of being involved.

We are proud to support a broad range of outstanding non-profit and charitable organizations in the community and beyond, by serving on a board of directors or coaching a soccer team, or through volunteer work and providing pro-bono services. The following are just some of the groups that our team members have served.

• Arbor Hospice
• Ann Arbor Area 2000
• Ann Arbor Area Chamber of Commerce
• Ann Arbor Hands-On Museum
• Ann Arbor Area Community Foundation
• Ann Arbor Public Schools – Committee on Excellence
• Cancer Support Community
• City of Ann Arbor Retirement System
• Cleary University
• Family Learning Institute
• Financial Management Association International (FMA)
• Food Gatherers
• Habitat for Humanity of Huron Valley
• International Association for Financial Planning, SE Michigan
• Jewish Family Services
• Kiwanis Club of Ann Arbor
• Peace Neighborhood Center
• Rotary Club of Ann Arbor
• St. Joseph Catholic Church
• University Musical Society
• United Way of Washtenaw County
• Washtenaw Community College

• Washtenaw Technical Middle College
• Worldwide Marriage Encounter

Learn more about

Our Team

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts