A Simple Approach That Guides Client Engagement: Listen Hard, Talk Straight

Exchange Capital Management is an investment advisory firm comprised of experienced professionals whose primary responsibility is the safe and successful stewardship of each client's interests. As trusted advisors, we encourage responsible and sustainable savings and distribution plans as well as appropriate controls to implement estate planning objectives.

Exchange Capital Management builds customized financial plans based on portfolios consisting of individual stock and bond positions rather than mutual funds, whose management is outsourced -- with additional fees charged. We do our own research, and we make ourselves accessable to our clients, and directly accountable for the day-to-day investment decisions we make on their behalf. 


If you’ve ever suspected the so-called “answer” to your financial objectives was predetermined long before you ever walked into an advisor’s office…relax. We’re more interested in learning about what’s on your mind than what’s in your wallet.

As independent fee-only financial advisors, we are never compensated by sales commissions or product placement. Consequently, our professional team  is motivated to let you tell your story in your own words before offering our thoughts on a customized financial planning strategy based on your unique circumstances. Without conflicts of interest to unduly influence our recommendations, you can be confident the advice we deliver is always reliable.

Loyalty. Prudence. Objectivity. These are the requirements that legally define the fiduciary standard of care. But at Exchange Capital Management, it’s only a start. For us, your piece of mind is our measure of care. 

Exchange Capital Management Advisors

Michael Reid

Managing Director

Kevin McVeigh

Managing Director

Thomas Costigan

Senior Lead Advisor

Kate Slocum

Director of Financial Planning 

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