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University of Michigan Fountain

Personalized advice for your goals.

Whatever your needs, we've got you covered.

Fully Invested With Our Clients

We believe that the best results come from a combination of financial planning and asset management. In its simplest form, financial planning is a map for the path to living life without worrying about money.

When done properly, your financial plan is not a one-time execution. Life is filled with unexpected moments and a tailored financial plan needs to evolve and adapt, like you, to tackle those moments head on.

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$500,000

Minimum Account Size

30

Years of Serving Our Clients

$500M+

Total Assets Under Management 

We're here for all of life's moments.

Financial Planning
Financial Planning

Not Just an Advisor. A Team. 

An individual advisor is only as strong as the team. At Exchange Capital, we believe an ensemble performs better than a soloist trying to do it all. We work and celebrate as a team. We listen, we discuss, we advise, and we develop. Meet the team that will help guide you towards your goals.

Meet Your Team

Exchange Capital Team
Lorrie and Michelle

Know What You're Paying

Our Cost of Service

Start planning for your future.

Schedule a free discovery meeting with one of our trusted advisors.

No Hidden Fees. No Obligation. No Risk.

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