Okemos, MI
Serving families locally and across Michigan.
Plan with a local advisor.
Tim Whelan works with families in Okemos, MI and surrounding communities to build plans that fit today and prepare for what's ahead.
Family focused
Helping you make confident decisions for the people who matter most.
Fiduciary standard
Independent advice. Always in your best interest.
About Tim
Guidance with a personal center.
Tim partners with families to make confident financial decisions through every season of life.
He emphasizes evidence-based investing, thoughtful planning, and clear communication.
His goal is to help clients feel grounded, informed, and supported in their financial journey.
Schedule
Pick a time with Tim.
Find a time below that works for you. Prefer a new tab? Open the calendar directly.