Our financial planning process starts with your story.
Let’s look at the bigger picture together so you can more confidently Live Your Plan™
Center Stage
Hear from our Managing Partner, Tim Wyman, as he recaps The Center's incredible 2024 milestones and shares an exciting sneak peek into what's ahead for 2025!
2025 is a BIG year—The Center is turning 40! Watch this video to explore our rich history and celebrate four decades of growth and success.
We Wrote a Book
We’re officially authors! We can’t wait to share this exciting journey with you! Stay updated on the latest news about our new book.
Who We Serve
We now have two locations for your convenience in both Southfield and Brighton!
Your Center Team
LOOKING FOR A TEAM YOU CAN TRUST?
Look no further for a company that puts your interests first! We understand you want to do your due diligence. Here is our checklist for finding a trustworthy advisor.
Resources
Financial Planning Resources
Money Centered Blog
Webinar Replays
Recognition
Forbes Best-in-State Wealth Advisors
Forbes America’s Top Women Wealth Advisors
Financial Times Best-in-State Advisors
Crain’s Cool Places to Work
InvestmentNews Best Places to Work for Financial Advisors
Forbes Best-in-State Wealth Advisors Forbes America’s Top Women Wealth Advisors Financial Times Best-in-State Advisors Crain’s Cool Places to Work InvestmentNews Best Places to Work for Financial Advisors
Community Involvement
Humble Design
Capuchin Soup Kitchen
Michigan Personal Finance Challenge
Learn more about The Center’s commitment to community service.
Stay Connected