Financial Advisors in Detroit

As life moves forward, our financial needs change. Our financial advisors can help you identify, nurture, and expand upon the goals which matter the most. Churchill Management Group’s financial advisors care deeply about Detroit, and we want to help each client secure a firm financial foundation to build upon. Adapting to the many fiscal challenges posed by today’s ever-shifting economy can be intimidating, but we feel quality communication is the key to effective long-term wealth management. Whether you require assistance with implementing retirement strategies or defining your risk capacity, we’ll do our best to help you reach your full fiscal potential.

Everyone’s financial roadmap is different, but we’re here to let our clients know they’re always in control of their destination. Your Risk-tolerance and personal investment goals always drive our approach to wealth management.

SPEAK TO AN ADVISOR
A Personal Touch to Achieve Your Goals

With our diligent financial advisors by your side, you can aim to reach your financial goals quicker than ever.

Churchill Management Group takes pride in its Detroit community—assisting with financial pursuits at every turn. With the arrival of every financial opportunity, we coordinate with you to create the roadmaps best suited to your goals. Whether you’re investing for the long-term, aim to minimize losses, or simply need fiscal guidance—our financial advisors are here to help, every step of the way.

Wealth Management

Today, reliable wealth management plans require holistic approaches to investments. Churchill Management Group aims to help its clients build long-term value every day. By aiming to take advantage of low-risk periods and to protect capital during high-risk periods, we hope to help our Detroit families discover the benefits of a multi-strategy investment solution.
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Financial Planning Services

We believe that long-lasting financial foundations are also designed to be adaptable. Because a solid plan requires constant evaluation and updates, your own should be approached systematically. From cash flow to retirement needs, step by step, your CFP can help you reach your fullest fiscal potential.
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Tax Planning Analysis*

Churchill Management Group’s tax review and analysis approaches are available upon request—assisting clients by working alongside their current tax provider. Working with your CPA,we intend to help you approach every tax season with confidence. See disclosure below.

Trust & Estate Planning Review*

Your estate planning attorney can be a great strategic asset. They can help ensure you protect the legacy you worked so hard to make. Churchill Management Group can work alongside your estate planning attorney, so as to better align each of your financial pursuits to aim for maximum growth and sustainability.

Risk Analysis

At Churchill Management, we feel no client should have to pursue new investments without a financial advisor. A financial advisor can help you analyze both your appetite for risk and your actual risk capacity. At Churchill Management, we use this information to help our Detroit clients implement an investment strategy that is best suited for their goals and needs. A risk analysis will help ensure you are never caught off guard by your investment strategy.
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Retirement Planning

Churchill Management Group takes great care in assisting its Detroit clients. From cash flow to social security analysis and future wealth management, your investment advisor can help with any retirement planning barriers as they appear. Our advisory services have helped future retirees for many years, extending across business owners, entrepreneurs, doctors, and many more professions alike.
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401(k) Planning Services

Your 401(k) plan can be customized for your employees using our award-winning investment strategies. Work alongside a money manager with more than 50 years of experience, and tap into Churchill Management Group’s expertise.
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Best-in-State Wealth Advisors & America’s Top 250 Wealth Advisors
 Randy Conner, President, named #1 Best-in-State Wealth Advisor for CA: Los Angeles for 2020 and #14 on the 2020 list of America’s Top Wealth Advisors.*

*Please click for disclosures.

ETF Sector Rotation Received a 5-Star Overall MorningstarTM Rating as of 12/31/20. *

barron's top ria firm 2020

Top 100 RIA Firms
Churchill Management Group ranked a 2020 Top Independent Investment Advisor by Barron’s Magazine.*

Our Mission

It is the mission of Churchill Management Group to build wealth for our Clients over the long term.

Executive Team

Churchill Management Group takes great pride in one of its truly unique features, a stable management team.

Find your Local Representative

Find the representative in your area

Contact

 

Detroit

Churchill Management Group
41000 Woodward Ave
Suite 530 East
Bloomfield Hills, MI 48304

Toll Free: 877-937-7110
Fax: 323-937-0408

*Financial Planning Services Disclosure:

Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing and may include discussions of a client’s tax, insurance, employee benefits, estate planning, and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax, or accounting advice, and the client must rely on legal, insurance, and accounting professionals for that advice and documentation.