Ann Arbor

Wealth Management in Ann Arbor

Parallel Advisors' Ann Arbor office provides comprehensive wealth management and financial planning services to clients throughout Michigan and the greater Detroit region. As an SEC-registered fiduciary financial advisor, we are committed to putting your interests first while helping you work toward your financial objectives.

Our Ann Arbor team specializes in serving the University of Michigan community, tech professionals, healthcare executives, business owners and retirees seeking sophisticated wealth management solutions. We combine our national resources with deep local expertise to deliver personalized financial strategies tailored to your unique situation.

Who We Serve in Michigan

Our Ann Arbor office serves a diverse clientele including University of Michigan faculty, staff and alumni; technology professionals from the growing Ann Arbor tech sector; healthcare executives from Michigan Medicine and the broader healthcare community; successful business owners throughout Southeast Michigan; and retirees seeking comprehensive financial planning and wealth preservation strategies.

We provide comprehensive services including wealth management, financial planning, investment management, tax planning, estate planning and family office services for high-net-worth families.

Family Office Services in Michigan

Parallel Advisors provides comprehensive family office services in Ann Arbor and throughout Michigan. Our family office solutions include consolidated financial reporting, bill pay and cash management, multi-generational wealth planning, tax coordination and access to private investments typically unavailable to individual investors.