Recognized for Entrepreneurial Spirit, Drive to Advance the Independent Financial Advisory Industry
BLOOMFIELD HILLS, MI – Planning Alternatives, an independent wealth management firm, announces today it will be recognized by Charles Schwab & Co, Inc. (Schwab) with the Trailblazer IMPACT Award.™ The award honors the firm that is helping the investment advisor industry reach new heights through special initiatives and passion they bring to their business.
Schwab selected Planning Alternatives as the sole Trailblazer IMPACT Award™ winner nationally.
The firm was established in 1982 and was one of the pioneering Registered Investment Advisor (RIA) firms in the country. Planning Alternatives has grown significantly since inception, doubling its assets under management in the past five years alone, a factor firm leadership contributes, in part, to bringing clarity to clients through the financial planning process. The firm is squarely focused on creating a path for clients to accomplish their goals through personalized planning delivered by a team of knowledgeable advisors.
“Through a personalized, proactive approach to client service, careful attention to firm culture, deep community engagement and dedication to philanthropic work, the firm is determined to humanize the world of finance,” said Planning Alternatives President Nathan Mersereau. “The more we can help clients understand that financial planning is simply a vehicle help them to plan for a future they want to experience, the more effective we can be,” he added.
Delivering services in unique ways, conceptualizing events to build meaningful connections within their community, embracing and integrating technology, investing time and resources to advance the financial planning industry, in addition to successful and measured growth, were a few of the elements that contributed to Planning Alternatives’ IMPACT® selection.
About Planning Alternatives
Founded in 1982 as an independent advisory firm, Planning Alternatives serves as a fiduciary advisor – looking out for clients’ best interest with skill, care and passion. Our strategies are time-tested, our team is experienced, and wealth management is what we know. Learn more at www.planningalt.com or follow on Twitter at @planning_alt.
About IMPACT® Awards
The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry.
- Planning Alternatives and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare or endorse information distributed by Planning Alternatives. The Trailblazer IMPACT Award™, part of Schwab’s IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to Planning Alternatives with respect to its investment advisory and other services.