Our Culture

Professional Development: We don’t take professional development lightly here. We provide support for job-related designations and educational opportunities, establish a defined path to advancement and deliver ongoing performance feedback.

Form Connections: Regardless of office location or position, you’ll be surrounded by caring and passionate people who thrive in a collaborative environment.

Rest assured that you and your family’s health and income are protected: Our benefit program is comprehensive and includes medical, prescription, dental and vision. The company also provides basic life insurance, short-team disability, long-term disability and long term-care options.

Make smart investment decisions for you: The same investment philosophy that is applied to our client’s financial life management is available to our employees.

Be a part of something greater: Not only does the company donate to local charities, our branch offices join together to organize and participate in events to give back to the community.

We’re family here: From the moment you join the company you will be welcomed into our family! We also have snacks in the kitchen… at all times.

Current Openings

  • Registered Investment Advisor (Brighton Branch)
  • Registered Investment Advisor (Northville Branch)
  • Registered Investment Advisor (Ludington Branch)

To apply to a current opening, please email your resume to

We hire interns to work full or part-time during the summer! Our interns gain hands-on experience in a team environment. We typically recruit students going into their junior or senior year of college who have an interest in finance.

INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies offer securities, advisory services, and certain insurance products.  INVEST is not affiliated with Executive Wealth Management, Fortunatus Investments, 401K GPS, Executive Financial Planning, TD Ameritrade or its affiliates, Atria Investments or its affiliates, or Modestspark or its affiliates.  Advisory services offered through Executive Wealth Management a registered investment advisor.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

This website may contain concepts that have legal, accounting and tax implications.  It is not intended to provide legal, accounting, or tax advice.  You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation.  No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Corporate Information & Fillings


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