Doeren Mayhew

Financial Advisory Services

Doeren Mayhew Financial Advisors, LLC provides comprehensive personalized wealth plans to help you attain the financial resources necessary to achieve your lifestyle goals and requirements.

More Options, Better Value

Doeren Mayhew Financial Advisors, LLC is dedicated to helping individuals, families, and institutions understand their short- and long-term goals, and maps out a clear path to help make them a reality. Our wealth advisors have the experience and expertise necessary to help you move forward – past your short-term obstacles and on to long-term financial success.

A significant advantage to you is DMFA’s unique structure, which provides access to the inventory and platforms of a wide array of independent investment providers. Our ability to access multiple investment channels is key to providing you with investment options that will best help you achieve your financial goals and enjoy overall wealth management success.

Key Wealth Matters

Recognizing wealth management matters most relevant to your unique situation is vital to creating a personalized plan to help you meet your financial goals. Following are 13 key wealth management topics that research has identified as being most important to individuals and families:

  • Investment
  • Insurance
  • Liability
  • Qualified retirement plans and IRAs
  • Stock options
  • Durable power of attorney
  • Gifting to children/descendants
  • Charitable giving during life
  • Titling of assets
  • Executor/trustee
  • Distribution of wealth at death
  • Charitable giving at death

 

 

 

Doeren Mayhew Financial Advisory Services, LLC

 

*Indicates required field.

* First Name

* Last Name

Company/Organization

* Email

Phone (###-###-###)

Comments