Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.

Consumer Services

Finance

Investment Management

Planning Alternatives

Planning Alternatives' headquarters in Bloomfield Hills, MI, United States

Nathan Mersereau

Jim Long Cfa, Cfp®, Cmfc®

Shams Alsafar

Edwin Shaw

Michael Schmidtke

The Client Services Team at Planning Alternatives ensures seamless client interactions through comprehensive support in financial planning and wealth management. They address client inquiries, manage account documentation, and assist in the implementation of investment strategies, all while maintaining high standards of service and operational efficiency.

Client Services Team

The Finance and Investment Team at Planning Alternatives oversees the formulation and execution of investment strategies to maximize clients' wealth. Comprised of Financial Planners, Investment Directors, and Analysts, the team conducts market research, manages trading activities, analyzes financial data, and provides personalized investment advice, ensuring alignment with clients' financial goals and risk tolerance.

Finance and Investment Team

The Leadership Team at Planning Alternatives drives the company's strategic vision, ensuring adherence to regulatory compliance and operational excellence. Comprising the President and Chief Operating & Compliance Officer, the team collaborates to guide financial planning initiatives, enhance client services, and foster a culture of integrity and innovation within the organization.

Leadership Team

This department oversees legal matters and ensures compliance with regulations and policies.

Legal and Compliance

This department oversees the coordination and administration of organizational activities to ensure efficient and effective operations.

Planning Alternatives

Org chart

Teams

Client Services Team

Finance and Investment Team

Leadership Team

Legal and Compliance

Operations Management

Offices

Planning Alternatives

Org chart

Teams

Client Services Team

Finance and Investment Team

Leadership Team

Legal and Compliance

Operations Management

Offices

Related companies