In a world of vanishing pensions, complex regulations and expensive retirement plans, we aim to show people that retirement is still achievable. Employees and their families should have the support they deserve to succeed. And, plan sponsors shouldn’t fear potential repercussions for giving their employees the opportunity to do so. We think there is a better way to reach retirement, and we’re dedicated to building it.
Advance Capital Management is a Registered Investment Advisor that was founded in 1986. We have been named one of the largest money managers in metro Detroit for many years, according to Crain’s Detroit Business. We’ve been named a Top 300 RIA in the US by Financial Times for last two years and a Top Fee-Only RIA by Investment News. With more than $2.6 billion in assets under management, Advance Capital has a proven track record that can be trusted.
Find out more about Advance Capital Management.
We provide customized 401(k) solutions for large and small organizations and their participants. As a 3(38) fiduciary adviser, we help plan sponsors fulfill their legal obligation to act in the best interests of their employees. Our unbiased, extensive menu of investment options is designed to align with a variety of individual needs and goals. To help keep participants on track toward retirement, we offer educational resources and the support of our financial advisers.
Dave specializes in qualified retirement plan and fiduciary best practices consulting for small and mid-sized companies. In his role as a financial adviser, he works with businesses to develop goals for their retirement plans, properly administer their plans, monitor their progress and guide their employees toward their personal retirement dreams.
Dave has earned his Accredited Investment Fiduciary® and Professional Plan Consultant™ designations. While at the University of Mount Union, Dave earned a BA in Sports Management and Business Administration.
As a financial adviser, Daniel coaches families and business owners in taking that next step to advance their financial lives. He is passionate about making a difference, whether that is helping a family who needs to get their financial house in order, or an entrepreneur who wants to upgrade the company retirement plan.
Daniel graduated from Cleveland State University with a Bachelors of Business Administration in Finance and is a member of the Beta Gamma Sigma business honor society.