Advance Capital Management, Inc.
Jeffrey N. Lido, CFP®, currently serves as the Senior Vice President-Financial Adviser at Advance Capital Management Inc. since April 2003. From January 2017 to July 2021, Jeffrey partnered with Ramsey Solutions as a Dave Ramsey SmartVestor, focusing on helping individuals achieve improved financial lifestyles. Prior to this, Jeffrey managed operations at A&L Communications from January 2000 to March 2003, overseeing various daily functions including cash collections and site maintenance. Jeffrey earned a Bachelor of Science in Business Administration from Western Michigan University's Haworth College of Business and completed studies in Personal Financial Planning to become a CERTIFIED FINANCIAL PLANNER™ practitioner at Oakland University.
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Advance Capital Management, Inc.
Advance Capital Management is a fee-only financial planning and investment management firm with a mission to help people live their ideal lives. As a Registered Investment Advisor, we are a fiduciary and our clients' best interests always come first. Currently, we have $3.7 billion in assets under management and approximately 5,000 investment advisory clients. Our offices are located in Michigan, Ohio, Illinois and Texas, but we serve clients across the country. • Top 100 RIA Firms (Barron's) • Top 300 Financial Adviser (Financial Times) • Top Fee-Only RIA (Investment News) • One of the largest money managers in Metro Detroit (Crain's Detroit Business) • Top Area Wealth Management Firm (Grand Rapids Business Journal) • One of the largest RIAs in Metro Cleveland (Crain's Cleveland Business) www.acadviser.com/disclosure/