Print Friendly and PDF

Barron’s Recognizes Two Plante Moran Financial Advisors as 2013 Top 100 Independent Wealth Advisors

Southfield, Mich. – September 16, 2013 – Plante Moran Financial Advisors (PMFA), the registered investment advisor affiliate of public accounting and advisory firm Plante Moran, today announced two of its wealth managers, John Lesser and Mark Dixon, were ranked among Barron’s 2013 Top 100 Independent Wealth Advisors. Both achieved higher rankings from the previous year.

Lesser, partner and president of PMFA, appeared on the list for the seventh year in a row, and rose to No. 18, up from No. 37 last year. Dixon, a partner with PMFA, appeared for the third year in a row and rose to No. 36, up from No. 51 last year.

“On behalf of the Plante Moran Financial Advisors team, we are honored to once again achieve this recognition from Barron’s, an esteemed financial outlet publishing content that is germane to our colleagues and clients,” said Lesser. “This acknowledgement reflects PMFA’s independent and objective approach to wealth management where we make our clients our first priority, to help them and their families succeed.”

The Barron’s Top 100 are ranked according to several criteria including assets under management by the advisors and their teams, revenues generated for the firms, as well as the quality of the advisors’ practices. The Barron’s scoring system assigns a top score of 100 and rates the remaining advisors by comparing them with the winner.

The advisors included in this year’s list increased their assets under management by 16 percent as a group over the past 12 months as a result of solid investment returns and new business. For more information, visit: http://online.barrons.com/report/top-financial-advisors/independent.

About Plante Moran Financial Advisors
With more than $8 billion in assets under management, Plante Moran Financial Advisors is one of the nation’s largest independent registered investment advisors. Plante Moran Financial Advisors serves as a trusted advisor to high net worth individuals, family business owners, not-for-profit organizations and corporate retirement plans helping them build, manage, and preserve their wealth. Its integrated services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. Plante Moran Financial Advisors is an affiliate of Plante Moran, the nation’s 11th largest certified public accounting and business advisory firm, providing clients with financial, human capital, operations, strategy, technology, and wealth management services. For more information, visit www.pmfa.com.