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About Us

Our Company, Our Commitment, Our Principles

CFS was founded in 2011 with a fresh, forward looking outlook on what the standard should be for wealth management and financial advising.  An uncompromising client first standard.  Upholding this standard for our clients means that CFS will always seek to find the most cost efficient, best fit solution versus competitors’ higher cost or commission focused approach.

Following this model has led the firm to substantial growth, to over $250 million in assets under management today, built across a successful client base that includes families, individuals, small and mid-size corporations, private medical practices, estates and non-profit entities across the United States.

The Partners now bring a combined 60+ years of experience advising and growing wealth for the firm's clients.  This experience includes expertise in asset management, estate planning, insurance, law, accounting, strategic advisory, real estate, private equity, and investment banking.  The Partners obtained a broad range of previous experience and perspectives at RBC Wealth Management, Paine Webber, UBS, Smith Barney, AXA, Deloitte, Plante Moran, General Motors and McKesson Health.  Our advisors are successful alumni of University of Michigan, Michigan State University, Central Michigan, Oakland University, University of Detroit-Mercy School of Law, DePaul University and The Wharton School of the University of Pennsylvania including graduate degrees and certifications.

CFS clients can rest assured that they are receiving the unique attention to detail, focus, and results that arise from being served by seasoned entrepreneurial owners, not employees.