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.
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.