Your Financial Success Is Ours, Too
Advance Capital Management is a Registered Investment Advisor (RIA) committed to improving your life with personalized financial planning and investment management services. And as a fee-only adviser and employee-owned company, we only do better when you do better.
6,800+ |
$4.1 Billion |
1986 |
|
Client |
Assets Under |
Year |
We Believe Everyone Deserves to Live Their Ideal Financial Life
For more than 35 years, we’ve helped thousands of people feel more confident in achieving their most important financial goals. We partner with successful and ambitious individuals and families who are dedicated to taking action and creating a financial plan. People who can benefit most from our level of service are those who have substantial assets they are ready to invest for specific long-term financial goals, such as retirement.
Always Putting You First
Advance Capital Management was founded in 1986 by three former Michigan Bell executives who wanted to personally help colleagues and friends navigate their company benefits and manage their retirement savings. From the start, our guiding principle was to care for people and their needs in the same way you would a family member or close friend. Today, we serve people from all types of financial backgrounds across the country. While much has changed since our humble beginnings, our passion for personally helping others lives on in everything we do.
Our Core Values
We are committed to improving the lives of our clients through prudent, personalized financial planning and investment management. Your needs and goals drive us, and we succeed only if you succeed.
Put clients first, always
We are only successful when our clients are successful.
Build confidence
We provide straightforward advice and a clear plan to help clients feel confident about the way forward.
Promote teamwork
Every client has unique needs and goals, so we collaborate with each other and with outside experts to ensure every client's financial well-being.
