Brian
Sites

CFP®

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Brian Sites

Here to act in your best interests

About me

I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I’m married with one son.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Business Administration, Walsh College

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Visit one of our Locations

Detroit I - Clinton Township

39425 Garfield Rd
Suite 25
Clinton Township, MI 48038

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Detroit II - Northville

39775 Traditions Drive
Suite D-800
Northville, MI 48168

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Detroit III - Ann Arbor

2950 South State Street
Suite 250
Ann Arbor, MI 48104

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Detroit IV - Novi

39555 Orchard Hill Place
Suite 365
Novi, MI 48375

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health