Planning Alternatives
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
36800 Woodward Ave Ste 200, Bloomfield H...Phone Number
(248) 645-1520Website
www.planningalt.comRevenue
$5.4 MillionIndustry
About Planning Alternatives
Planning Alternatives offers a unique approach to financial planning and wealth management, focusing on creating impact rather than just managing wealth. They provide a range of services including financial planning, portfolio management, estate planning, and strategic philanthropy, all centered around a human-driven, growth-mindset philosophy. Their target clients are individuals and families seeking to align their financial decisions with their values and goals. As a fiduciary, fee-only adviser, they prioritize the best interests of their clients in all financial decisions.Explore more
Planning Alternatives Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Planning Alternatives
$5.4M
11-50
Private
<$5M
1982
MS
Michael SchmidtkeChief Operating Officer & Chief Compliance Officer
Planning Alternatives Tech Stack
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Planning Alternatives offers a unique approach to financial planning and wealth management, focusing on creating impact rather than just managing wealth. They provide a range of services including financial planning, portfolio management, estate planning, and strategic philanthropy, all centered around a human-driven, growth-mindset philosophy. The... Read More
