Petersmark Financial Network

Petersmark Financial Network is a fiduciary financial advisory firm that offers goals-based comprehensive planning for individuals, families, executives, business owners and professional athletes. Its planning covers estate planning, investment management, retirement planning and tax planning within one coordinated plan. Founder Brett Petersmark has worked in the financial industry since 1992, and the team includes CFP professionals.

The process starts with a review of your current finances and a discussion of your risk tolerance, followed by setting goals, analysis, recommendations and ongoing reviews. The office is on South State Street in Ann Arbor, and the firm says it has served clients in Illinois, Michigan and beyond. Clients who want to learn how financial planning works will find the firm's education-focused approach a good fit.