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West Michigan Area

We proudly serve clients across West Michigan, including Muskegon, Grand Haven, Holland, Grand Rapids, Norton Shores, Spring Lake, and surrounding communities.

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West Michigan office

950 W Norton Ave, Ste 415,
Muskegon, MI 49441
Phone: 231-733-4084

Comprehensive support for your full
financial picture

We offer coordinated services designed to help West Michigan-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

West Michigan Area

Financial advisors serving the West Michigan area

Whether you live along the lakeshore or in a nearby town, our team is committed to helping you navigate your financial journey. To make planning more convenient, we offer flexible meeting options, including in-person consultations, virtual meetings, or other arrangements that work best for you. By taking the time to get to know your situation and goals, we create strategies intended to help keep you moving forward with clarity and confidence.

Eric M. Lans, CFP®
Eric M. Lans, CFP®

Senior Wealth Advisor
Anthony G. Tidswell
Anthony G. Tidswell

Senior Wealth Advisor
James A. Mikesell II
James A. Mikesell II

Senior Wealth Advisor
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