Providing effective financial planning strategies
for business owners and multigenerational wealth.
Our reason for existence (our “why”) is to serve entrepreneurs and their families. It’s what gets us going every day. It’s our passion.
As a financial resource for entrepreneurs, we provide strategies and implementations for almost every scenario, including succession planning. When a business owner considers the sale of their company, they can turn to us to help create strategies that align with their financial goals, at a time when everything is at stake.
Everything we do is built around our clients, including how we develop our team and culture, grow professional talent, and deepen investment expertise. It is the primary reason Citywire named us the fastest growing RIA in Michigan in 2022.
Innovative planning to help achieve your financial goals.
We help business owners, and their families navigate the complex financial transition from one wealth engine to another. That begins with the consistent and steady cash flow replacement that is vital to the next phase of their lives. In fact, in some cases, we call it a “paycheck replacement program.”
In addition to analyzing post-transaction cash flow streams, we help coordinate the timely and unique legal and tax considerations that are available before, during, and after the transaction.
Innovia utilizes up to date technology and interactive apps that allow our clients to easily access their accounts from their phone, tablet, or laptop, wherever they are.