Route Financial Group

Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial Planning, Business Owner Advisory, Cross-Border Financial Planning, Investment Solutions, Estate & Gift Planning, Tax Planning & Preparation, Retirement Plan Advisory, Financial Wellness Coaching, Executive Financial Counseling, and more. Our team of highly qualified individuals offer one-on-one support and objective advice for every aspect of your financial life. Curious about learning more? Let's talk.

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Lotus Financial Services, situated in Monroe, MI, specializes in providing comprehensive financial planning solutions. As trusted financial planners, they are dedicated to helping clients achieve their financial goals through personalized and strategic financial advice. Whether you're planning for retirement, investing for the future, or managing your finances, Lotus Financial Services offers the expertise and guidance you need for financial success.