Investment Approach

We are an independent financial advisor, not bound by a certain fund family or proprietary platform.

We can pick and choose investments that will best work for you. 

Winding Roads

Discover and Fact Find

Listen and Ask

Clifftop Capture

Analyze and Develop

Individualized Planning

Reading a Compass

Implement and Monitor

A financial plan is only good if implemented and periodically reviewed.

Meet Philip Grimm

Accredited Investment Fiduciary®

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Information Center

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Client Wealth Portal

Contact me to set up a free consultation

Phone: 734-649-8079

300 Parkland Plaza
Ann Arbor, MI 48103

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