About Us

Our Philosophy:

We’re doing something different at Annie Mac Financial. The exclusivity of a boutique. The resources and opportunities that an alliance with LPL Financial, one of the nation's leading financial services companies, can provide.  Annie Mac Financial is a group that strives to customize investment and financial planning strategies according to each individual or organizational clients’ unique needs. A group that dedicates teams of experienced advisors and specialists, where applicable, to help manage your financial picture. And a group that refers you only to top local professionals to bring a full complement of tax, accounting, and estate planning services to you. Because we only wear one “hat,” you know that the advice you’ll receive is independent and objective.

How are we different? For starters, we are locally owned, managed, and focused by people who are from Michigan, and who will always remain here. Although we bring the most valuable resources to the table to manage your financial picture, we are always mindful of the fact that our world is right here-- where you live, work and invest. Which makes you, the individuals and organizations that we serve, more than clients to us. You are our friends and neighbors. And when you prosper, our community prospers. We never lose sight of the fact that our greatest investment is right where you live.

How else are we different? We have no proprietary investment products or strategies to sell you. We have no investment banking relationships to promote. We have no business relationships to get in the way of providing objective recommendations. Simply put, our financial planning and investment strategy decisions are driven by the only acceptable criterion—what is objective and appropriate for you.

Many have turned their backs on Michigan and its local communities. We never will. And unlike some companies, we don’t worry about how doing business as a Michigan entity might affect our prospects elsewhere. Like you, our future is here. We’ve never left, and we never will.

Let us show you how a hometown company with big capabilities works for you. Let us show you how it should be.

Award Criteria

  1. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers. 
  2. The Alumnus of the Year award is awarded by Warren Consolidated Schools.
  3. The Girl Scouts' Woman of Distinction award was based on a nomination and rating selection process for women who lived or worked in Macomb County, Michigan. Selection criteria includes but is not limited to extraordinary civic, professional, and/or philanthropic commitment and achievement.
  4. Athena Award recipients have achieved the highest level of professional excellence, contribute time and energy to improve the quality of life for others in the community, and actively assist others, particularly women, in realizing their full leadership potential.