For the second consecutive year, Center for Financial Planning has been recognized as one of the Detroit area’s largest money managers. The annual Top 25 recognition is a big deal to us because it means we are making our mark in southeast Michigan and beyond.
Center Partner Melissa Joy says the recognition puts CFP in great company.
We have never set a goal to be the largest firm around, but our size and community footprint here in Michigan helps us to deliver world-class financial planning service to an exceptional group of people – our clients. To us, success isn’t measured by dollars and cents, but by the lives we touch.”
Crain’s list is a compilation of money managers in Wayne, Oakland, Macomb, Washtenaw and Livingston counties. To see the complete list click here.
Criteria used to determine the Top 25 Managers is based on assets under management with discretion exclude master trusts, directed trusts, options, custodial accounts and advisory accounts over which no direct investment responsibility exists. Information was provided by the companies or from Form ADV. It is not a complete listing but the most comprehensive available.
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