Why Doesn't Anyone Call Themselves a Stockbroker Anymore? 

These days professional titles and certifications have been manufactured to obscure the inconvenient truth about how financial service providers are getting paid. It shouldn't take a detective or lawyer to figure that out. Download our free guide and learn whether your so-called "advisor" is an independent professional or just a skilled salesman.


The True Value of a Fee-Only Advisor

At Exchange Capital Management, our most important investment is in you. 

At Exchange Capital Management, we approach every engagement with humility and a deep sense of responsibility. We are asked to untagle complex financial knots involving spending habits and compensation; job change and conflict; struggles with parents and issues with children; taxation issues; and retirement options. We'll ask you difficult questions. We'll hold your answers close. And we'll build an authentic relationship based upon mutual trust and respect. 

Meet Our Team

Kevin McVeigh on Client Relationships

Actionable Ideas


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