Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Values
Courageous Authenticity
When you get real, you get results. Be honest with yourself and others about who you are and what you want, even if your truth is messy or scary.
Gratitude & Abundance
True wealth has less to do with an investment balance and more to do with a balanced state of mind. In all that we do, we seek a positive perspective about possibilities. You have enough. You are enough. And for that, we’re thankful.
Cultivating Community
We love supporting and connecting communities that are important to us. People: When we can foster a sense of belonging for others, we celebrate success. Place: We don’t just work in Dexter, we live, play, and invest in Dexter. Profession: Growing an inclusive financial planning and investment community is a gift to our collective future.
Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634 I Melissa.Fradenburg@pearlplan.com
Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744 I melissa@pearlplan.com
Pearl Planning Birmingham
600 S Adams Road, Suite 300
Birmingham, MI 48009
248.795.1133 ext. 407 I jacki@pearlplan.com
Pearl Planning Charlevoix
201 State Street, Suite D
Charlevoix, MI 49720
989.262.0100 I hannah@pearlplan.com
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.
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