Our History

The Planning Alternatives’ story is based on the premise of slow and steady wins the race. Founded in 1982, Planning Alternatives has been a trusted partner to hundreds of clients. A pioneer of sorts in the financial planning services industry, Planning Alternatives opted from the beginning to provide investment advice based on managing a process rather than selling a product. For over thirty years, this approach has enabled our clients to achieve their financial goals while still pursuing their passions. We have successfully navigated market trends by staying ahead of the curve and avoiding fads.

Today the mantra of slow and steady still applies. While our business has expanded, we have never strayed from our core values or customer-first approach. Our clients prosper along with us and we make certain that no client gets lost as we elevate to new heights. We have a deep bench of experience in financial planning, investing and wealth management. We’re proud to be ranked as the #4 Registered Investment Advisor (RIA) in the state of Michigan in 2015 (by Investment News) and recognized as a leading RIA firm in the United States.

Planning Alternatives - History Timeline