The AG Wealth Management Difference
AG Wealth Management is a fiduciary fee-only financial planning firm in Ann Arbor, Michigan
The CERTIFIED FINANCIAL PLANNER™ designation means I’m committed to giving you advice you can TRUST. Less than 25% of all financial advisors* in the industry can claim this distinction.
We have no relationship with any broker/dealer or mutual fund company, which means we're not beholden to a specific fund or a brand. We only get the top investment and tech options to our clients.
We're here to provide advice, not a sales pitch. As a fiduciary, fee-only financial planner we are not only held to the highest ethical and legal standard but we also don't accept any third party commission.
A Partner You Can Count On
I founded AG Wealth Management on one simple principle: You simply can’t give objective advice if your relationship with your client begins with a need to sell a product rather than providing comprehensive advice. We take pride in our financial planning approach being people-focused rather than product-focused and we’re here to be your counsel every step of the way from starting your career or business all the way through making sure you’re well equipped during retirement years.
Our commitment to serving you goes beyond experience and top designations, we are a fiduciary, fee-only financial planning firm who’ll always put your interest first.
Founder & CEO
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Who do we serve?
At AG Wealth Management, we believe in doing things differently. Our job isn't to sell you financial products, we're here to provide you comprehensive financial planning you could count on. We won't make any recommendation without knowing all the facts, because we simply take your success personally. That's why we have created a five-step process to ensure you get the quality advice you deserve.
2311 Shelby Ave, Suite 105
Ann Arbor, MI, 48103