What departments does Planning Alternatives have?

Planning Alternatives has employees across 3 departments including Operations, Finance, Accounting.

What is the largest department at Planning Alternatives?

The largest department at Planning Alternatives is Operations with 3 employees.

Where are Planning Alternatives employees located globally?

Planning Alternatives has employees across 1 continents and 1 countries including United States Of America.

How has Planning Alternatives's team size changed over time?

Planning Alternatives's team has remained stable from approximately 18 to 18 employees based on available data.

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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.

Planning Alternatives Global Highlights

North America
46

United States Of America
46

Planning Alternatives's Leadership

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

Planning Alternatives Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other
Community & Social Services
Legal

Contact profiles from Planning Alternatives

Name

Title

Contact

Location

Last Update

M. S.
Chief Operating Officer
Mobile Phone
Email
Jun 03, 2026
N. M.
President
Mobile Phone
Email
Aug 18, 2026
L. L. N.
Director Of Operations
Mobile Phone
Email
Aug 10, 2026
T. H.
Director Of Investments
Mobile Phone
Email
Aug 10, 2026
C. J.
Director Of Operations
Mobile Phone
Email
Oct 18, 2024
J. H.
Accounting Staff
Mobile Phone
Email
Oct 16, 2024
P. R.
Administrator
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Planning Alternatives known for?

Planning Alternatives was founded in 1982 operates in the Financial Services industry; you can contact the 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?

Planning Alternatives employees' email format typically follows the pattern of . 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?

Planning Alternatives has approximately 32 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Planning Alternatives's key employees and leadership?

As of August 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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Planning Alternatives Employee Directory

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