Financial Planning Tailored To Business Owners And Young Professionals



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The AG Wealth Management Difference

AG Wealth Management is a fiduciary fee-only financial planning firm in Ann Arbor, Michigan

CFP® Professional 

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.

Open Architecture

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.

Unbiased Advice

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. 


College and Student Loans Planning
 Tax Planning
Risk Management
Cash Flow Planning
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Are You Invested Right?

Take our free Risk Assessment to understand your natural inclination toward risk!


Who do we serve?

Young Professionals

As young professionals build their careers and start families, we are here to provide support with finances as they start getting more complex.

Small Business Owners

Business owners often time have a lot on their plate, from managing and running a business to growing it. With that comes more complex financial situation along with opportunities. We're here to help you explore your options.

The Process

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.

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455 E Eisenhower Pkwy, Suite 300
Ann Arbor, MI, 48108

(734) 7470049

Get in touch!