Highland, MI

RAM Insurance & Financial Services, founded by financial literacy expert Dr. Brenda Oldham, empowers individuals and all communities, including underserved communities, through personalized financial planning, insurance solutions, and educational resources. With a focus on financial equity and cultural competence, RAM is committed to helping clients build generational wealth and achieve long-term financial success.

Detroit, MI

​DG Revenue Management provides financial consulting services to businesses and individuals using strategies specifically tailored toward the needs of the clients that are designed to maximize their success.

Grand Rapids, MI

Hart CPA Group, LTD provides individuals and businesses with expert tax, advisory, and accounting services. Our Certified Public Accountants are committed to adding value to your business and contributing to your success. We specialize in offering cutting-edge tax advice for both personal and corporate clients.

Royal Oak, MI

How to Help Mom is a referral business connecting seniors (and their loved ones) with businesses that have been vetted and worked with for years. From financial planners to in-home health care, senior communities, and every other need, we can connect you to a trusted business.

Livonia, MI

Fractional CFO services help businesses with a bookkeeper and accountant/CPA but want someone in the middle to help with financial strategy and planning. Typically, clients are $2 million to $20 million in revenue and are looking to grow and professionalize their accounting/finance departments.

Michigan

Our mission is to help small to medium business owners confidently grow and automate their businesses with the use of scale-able systems, time-saving technologies, and integration between process and people.

Detroit, MI

Our mission at Money Karma is to help individuals create financial strategies that provide peace of mind and empower them to achieve their dreams. We believe that when people align their financial decisions with their purpose and heartfelt desires, they contribute to a more sustainable and equitable world.

Southfield, MI

Louie Perraut, CFP®, is a Financial Advisor at Michigan Financial Companies, a financial services firm dedicated to helping individuals, families, and business owners in the community build toward a well-planned financial future.