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Meet The Founder:
Asad Gourani, CFP®, EA
Welcome! I launched AG Wealth Management in 2017 to help millennials and small business owners invest smarter, reduce taxes, and take control of their finances.
Since day one, my mission was to be unlike your traditional financial planner. At AG Wealth Management, I have been a fiduciary from day one, and have a conflict-free incentive structure where I don't accept sales commissions that dictates which solution I should recommend to you, nor maintain a broker-dealer relationship that incentivizes us to act to act in their best interest instead of yours. All the analysis is done independently and objectively with only you in mind.
Core Beliefs
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Build Optionality:
Life is unpredictable. Have a margin to quit the job you don't like, start a new business, or take a year off.
Don't defer life until retirement:
Get ahead in your financial goals, but don't put off living your life.
Small Steps > Home Runs
Both planning and investments require consistency not miracles.
What type of Credibility do you have?
Named by Financial Planning as 2021 Rising Star:
This list celebrates 10 early career financial planners who embody the values of the profession and are on a trajectory to make a difference in the field.
CFP® Professional:
Completed six master's level financial planning courses on topics that include investments, tax, retirement, and insurance and passed a six-hour-long exam. In addition, I completed 6000 hours of financial planning experience.
Enrolled Agent admitted to practice before the IRS:
Passed a three-part exam on personal and business taxation administered by the IRS and was granted unlimited practice rights to represent any taxpayer in front of the IRS.
Featured guest on multiple television stations such as Fox 2 Detroit, and ABC WXYZ
Industry Affiliations & Community Involvement:
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Board of Directors & NexGen Co-Chairman at the Financial Planning Association of Michigan
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Member of the National Association of Personal Financial Advisors
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Member of XY Planning Network
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Member of the Fee-Only Network