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Exchange Capital Management

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Plan

We start by learning more about you. Where are you in your financial journey and what are your short and long-term goals?

Build

We then develop a personalized financial plan that is built to meet your needs and overcome your challenges.

Review

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.

Looking to buy back your time?

Exchange Capital Management is a fee-only fiduciary firm obligated to act in your best interest. We wouldn’t have it any other way. Rest easy knowing that you have an entire firm looking out for you and your family, allowing you to spend time on what’s most important.

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You've Got Questions.

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Clean & Elegant
Fully Responsive

How to Conduct Basic Advisor Due Diligence in 15 Minutes (or Less)

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)...

 

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Clean & Elegant
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Don't Pay for Investment Advice!

I am a fiduciary. As are my colleagues at Exchange Capital Management. What does that mean? It means a lot of things, but mostly it requires that I place the needs of clients ahead of myself. Shocking isn’t it?... 

 

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Clean & Elegant
Fully Responsive

Get Out of (401k) Jail Free

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...

 

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