Shub & Company
Shub & Company, located in Troy, MI, offers flat-fee retirement planning and investment management services, emphasizing a client-centered approach with a commitment to fiduciary standards. The firm prides itself on providing independent, concierge-level service to a carefully selected group of clients, ensuring high service quality and personalized attention.
Founded by Principal Daniel Shub, the firm focuses on comprehensive financial planning, investment strategies, and tax solutions, dedicating ample time to each client's unique needs. With limited capacity for new clients, Shub & Company maintains its standard of excellence by prioritizing meaningful engagements over volume.
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