Michigan Money Management, LLC

Investment ManagementMichigan, United States2-10 Employees

Michigan Money Management, LLC specializes in assisting our high-achieving clients plan, implement, and attain their retirement goals and dreams. We strive to make your financial planning experience hassle free, while providing customized and flexible solutions.

Tom Small is the President & CEO of Michigan Money Management, LLC. Tom holds various prestigious professional designations in the financial planning field, including Certified Financial Planner. He received his Bachelor of Science degree in Marketing from Bentley University in Waltham, MA, along with his Associate of Science degree in Management. As a skilled professional with over 30 years of experience, Tom's primary focus is on helping clients plan for retirement; one of the biggest events in their financial lives.

Dave Hart is the Vice President of Michigan Money Management, LLC. His extensive background in finance began with Guggenheim Investments in Chicago, where he held the title of Regional Vice President. Dave received his Bachelor’s degree from Central Michigan University and has maintained the Series 7 and 66 FINRA registrations, as well as a Certified Financial Planner designation. Dave is responsible for all aspects of client service and investment due diligence.



Registered Representative: Securities offered through Triad Advisors, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative: Michigan Money Management Advisers, LLC, a Registered Investment Advisor. Triad and Michigan Money Management are not affiliated.

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