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Lansing, Michigan Area

Serving clients throughout Lansing and surrounding communities across Mid-Michigan, including East Lansing, Okemos, Holt, Grand Ledge, Mason, and nearby areas.

Lansing office

Serving the Lansing, MI area
Phone: 937.902.4183

Lansing

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Lansing-area clients connect retirement, tax, investment, estate, business, and workplace planning decisions through one relationship, with local guidance supported by our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Lansing

Financial advisors serving the Lansing area

Whether you’re in Lansing, East Lansing, or another Mid-Michigan community, our local financial team helps clients connect the decisions that shape wealth over time. From retirement planning and investment strategy to tax-aware planning, estate considerations, and business or family priorities, we take time to understand your goals and coordinate guidance around your full financial picture. Meet with us virtually via Zoom or through another convenient arrangement.

Matthew Cash, CFP®
Matthew Cash, CFP®

Senior Wealth Advisor
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