We start by learning more about you. Where are you in your financial journey and what are your short and long-term goals?
We then develop a personalized financial plan that is built to meet your needs and overcome your challenges.
Next, we put your plan into action – and we keep working. We will revisit and update your plan as your goals and objectives change over time.
For nearly a century, the financial service industry as been waging an epic battle between two competing factions. On one side are the armies aligned under the banner of “Caveat Emptor!” (Buyer Beware)...
In the universe of money management, environmental, social, and governance (ESG) and socially responsible investing (SRI) has become big business. Huge business in fact. Maybe not to the scale that index investing...
Listen up jailbirds, it's time to face the cold hard facts. Many of your cherished defined contribution retirement plans (e.g. 401(k), 403(b), 457) are little more than gilded holding cells leaving you and your...
Gather insight from some of the industry's top thought leaders on Exchange Capital's team.
303 Detroit St. Suite 203
Ann Arbor, MI 48104
(734) 761-6500
info@exchangecapital.com