Boutique growth Small, independent fee-based advisory with revenue in the low/mid single digits to low double digits of millions presents a high-potential market for scalable wealth management solutions, back-office support, and outsourced services tailored to growing AUM and client bases.

Rochester Hills base Located in Michigan with a focused client base (individuals, families, and business owners) offers opportunities to expand local high-net-worth engagement, retirement planning programs, and business owner transition planning services.

Tech stack fit Current digital footprint using WordPress, Shopify, and collaboration tools suggests openness to digital marketing enhancements, client portals, CRM integration, and marketing automation to scale client acquisition and service delivery.

CFP advantage As CERTIFIED FINANCIAL PLANNERS, they emphasize planning as a lifelong process, enabling cross-sell of comprehensive services such as cash flow optimization, tax-aware planning, and estate and risk management to existing clients.

Competitive positioning Operating as an independent advisory with a defined focus on wealth management and financial planning positions them to partner with or compete against mid-sized RIAs for strategic alliances, co-managed client referrals, or white-labeling opportunities to accelerate growth.