Mike Davidoff, CFA, CFP®

We are pleased to introduce Michael Davidoff, who joins us as a Senior Advisor to further enhance the planning and relationship management we provide to our families. Michael has spent over two decades advising institutional and high-net-worth clients, most recently serving as a Financial Planner at Larson Financial Holdings. His background is uniquely comprehensive, as he previously founded his own advice-only firm and held senior portfolio management roles at organizations such as Wells Capital Management and Bank of Ann Arbor.

Michael’s expertise spans the full spectrum of wealth management, including retirement income analysis, tax planning, estate techniques, and charitable gifting. With an MBA from the University of Chicago Booth School of Business and his dual credentials as a CFA® charterholder and CFP® professional, Michael is exceptionally equipped to guide clients through the most complex financial transitions.