Best in Class Advisors
NBRI3
Top 100 RIA Firm
Barron's1
30 Years in Business
19,000+ Clients
4th Fastest Growing RIA
FA Magazine2
$14 Billion
Assets Under Management4
9th in AUM Growth
RIA Channel7
Best Places to Work
InvestmentNews5
About Our Grandville Location
Our Greater Grand Rapids area team has worked together since 1995 to serve West Michigan families. And, over all those years, our goal has remained the same: to provide you with straightforward guidance that helps you reach your financial, investment and retirement goals.