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Planning Alternatives Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Based in Birmingham, Michigan, the company emphasizes objectivity, personalized service, and a steady focus on acting in clients’ best interests. Its core offering centers on helping clients make informed decisions about their wealth, with an emphasis on clear guidance tailored to individual circumstances. The firm operates within the financial services industry and serves a client base seeking objective, client-focused wealth management solutions. Recent organizational changes include the addition of new leadership, reflecting ongoing collaboration with leaders who bring diverse experience to technology, leadership, and value-driven approach to growth.

Find Planning Alternatives employees' phone numbers or email addresses

Planning Alternatives Global Highlights

Location
Employees

North America
46

Minus sign iconPlus sign icon
  • United States Of America
    46

Planning Alternatives's Leadership

  • Chief Operating Officer at Planning Alternatives
    M. S.
    Chief Operating Officer
    Mobile Phone
  • President at Planning Alternatives
    N. M.
    President
    Mobile Phone
  • Director Of Operations at Planning Alternatives
    L. L. N.
    Director Of Operations
    Mobile Phone
  • Director Of Investments at Planning Alternatives
    T. H.
    Director Of Investments
    Mobile Phone
  • Director Of Operations at Planning Alternatives
    C. J.
    Director Of Operations
    Mobile Phone
  • Accounting Staff at Planning Alternatives
    J. H.
    Accounting Staff
    Mobile Phone
  • Administrator at Planning Alternatives
    P. R.
    Administrator
    Mobile Phone

Planning Alternatives Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Other
  • Community & Social Services
  • Legal

Contact profiles from Planning Alternatives

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at Planning Alternatives
    M. S.
    Chief Operating Officer
    Mobile Phone
    Jun 03, 2026
  • President at Planning Alternatives
    N. M.
    President
    Mobile Phone
    Aug 27, 2026
  • Director Of Operations at Planning Alternatives
    L. L. N.
    Director Of Operations
    Mobile Phone
    Sep 12, 2026
  • Director Of Investments at Planning Alternatives
    T. H.
    Director Of Investments
    Mobile Phone
    Aug 10, 2026
  • Director Of Operations at Planning Alternatives
    C. J.
    Director Of Operations
    Mobile Phone
    Oct 18, 2024
  • Accounting Staff at Planning Alternatives
    J. H.
    Accounting Staff
    Mobile Phone
    Oct 16, 2024
  • Administrator at Planning Alternatives
    P. R.
    Administrator
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Planning Alternatives known for?

Minus sign iconPlus sign iconPlanning Alternatives was founded in 1982 and operates in the Financial Services industry. You can contact Planning Alternatives's main corporate office by phone at
+1-248-645-****
. Explore Planning Alternatives's company overview page for more information.

What is Planning Alternatives's most common email format?

Minus sign iconPlus sign iconPlanning Alternatives employees' email format typically follows the pattern of First.Last@planningalt.com. Trying to find reliable and up-to-date employee contact data? Find more Planning Alternatives email formats with LeadIQ.

How many employees does Planning Alternatives have currently?

Minus sign iconPlus sign iconPlanning Alternatives has approximately 32 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Planning Alternatives's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Planning Alternatives's key employees include:

  • Chief Operating Officer: M. S.
  • President: N. M.
  • Director Of Operations: L. L. N.
  • Director Of Investments: T. H.
  • Director Of Operations: C. J.

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