Who We Are.
Pearl Planning is a female-owned financial planning and investment management company with locations in Dexter and Grosse Pointe Michigan. We work with clients across the country and like to say that we offer “financial planning for real life.” We are fast-growing and rely on digital marketing and a modern brand to help potential clients understand our services and choose to work with us. Founded in 2018, Pearl Planning manages more than $110 million in assets for 150 families. As a team, Pearl Planning is committed to building a modern professional services firm that is exceptional and different than run-of-the-mill financial services firms.
What You Can Expect
Pearl Planning is not your typical financial services office environment. We have an entrepreneurial team focused on developing a culture of mutual support and organizational and personal growth all while growing an outstanding, modern company. For the right person, these positions are amazing jobs. In addition to only accepting nice people as clients, so long as all the work is getting done, workdays are flexible and vacation/personal days are relatively frequent. Benefits include 401k, immediate vacation benefits and flexible summer hours, subsidized health insurance for the team and their family, long-term disability, and basic life insurance. If you think you would be a great addition to this special company team, please apply below with your resume and an explanation of what makes you the best employee we could hire.
We have no open positions at this time but feel free to submit your resume below if you would like us to hold it for future openings.
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.