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 serving clients in Ann Arbor and nationwide who’ll always put your interest first.
Founder & CEO
We thrive on simplifying complex financial situations and help you make sense of the different areas in your financial life. Life is complex but your finances don’t have to be. We use state of the art technology to help you track your finances along with FinMetrics, a proprietary 12 key performance indicator reports that we’ve developed to benchmark your progress.
Our portfolios are constructed to account for decades of research by leading academics and extensive empirical data. We implement diversified portfolios, not only with regards to the number of holdings but also diversified exposure to risk premiums that have demonstrated the historical tendency to drive returns.
Retirement Plans Consulting
We provide advisory services to plan sponsors (Business owners) to meet their fiduciary duty to plan participant, and help them make informed decisions with a suitable plan design that maximize their benefits and help attract and retain talent.
Tax Preparation Services
We provide Tax preparation and consulting through our sister company: AG Tax Advisors. Clients of AG Wealth Management receive a discounted rate on tax preparation services.
Are You Invested Right?
Take our free Risk Assessment to understand your natural inclination toward risk!
Who do we serve?
As young professionals build their careers and start families, we are here to provide support with finances as they start getting more complex.
Soon to Retire
Looking to retire in the next 5-10 years? Let's make sure you are prepared and confident financially for your transition.
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.
Free E-Book: Tilting the Odds