Dexter Financial Planner

Pearl Planning Financial Planners Are Based in Dexter, MI

Providing Financial Planning Services to the Dexter, MI Community for 7 Years

Our founder and president Melissa Joy, CFP®, CDFA® lives with her husband and two children in Dexter, MI and so when faced with the decision of where to open the primary office for Pearl Planning, it was a no-brainer. It brings us great pride to provide financial planning to the Dexter, MI community that we love so much.

Dexter, MI financial planners
We love having our primary office located in downtown Dexter, MI!
Financial planners and team at Pearl Planning have been a part of the annual Dexter parade for several years.
Financial planners and team at Pearl Planning have been a part of the annual Dexter parade for several years.

Financial Planners Giving Back in the Dexter, MI Community

We love giving back to our community here in Dexter, MI! Some of the causes we've supported include the Dexter Rotary Club, the Dexter 4H Chapter, the Educational Foundation of Dexter, and many more. Learn more on our Giving Back page!

Are You a Dexter Resident Looking for a Financial Planner?

Dexter has many beautiful nature areas to enjoy, just like the rest of our state of Michigan! If you're looking for a financial planner who will meet you where you are and help you get clear on your life goals and how to get there, we'd love to chat. Connect with a financial planner at Pearl Planning today.

riverwalk in dexter, MI
The downtown riverwalk in Dexter, MI is just one of many beautiful nature places to visit.

Contact One of Our Financial Planners to Begin

If you're an individual or business owner in the Dexter, Michigan area, we'd love to connect and learn how we can help you make the most of your money. Contact one of Pearl Planning's financial planners today.

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