Meet Our Team
With over 20 years in the industry, we've seen the ebbs and flows the market (and life) can bring. Our team is committed to ensuring your financial security so you can focus on what matters most.
Chartered Retirement Plan Specialist Certified Plan Fiduciary Advisor
Mike Cho
Mike is a Chartered Retirement Plan Specialist (CRPS®) and a Certified Plan Fiduciary Advisor (CPFA™) with over three decades of experience in the financial industry. Since 1993, he has guided clients through multiple market cycles, offering clarity, confidence, and personalized financial solutions.
As an independent registered investment advisor, Mike works with both organizations and individuals, bringing a deep understanding of retirement plan design, fiduciary responsibilities, and investment strategy. His experience spans from consulting on $100 million retirement plans to advising start-ups. He believes every relationship is unique and takes pride in offering tailored support that addresses the needs of both employers and their employees.
Mike frequently meets one-on-one with plan participants to help them make informed financial decisions, and he has spoken at national retirement plan conferences on topics such as optimizing plan partnerships.
Outside of work, Mike lives in Farmington Hills with his family. On weekends, you’ll often find him at a natatorium or a fencing salle supporting his children’s passions. He also serves on the Board of Disability Network of Eastern Michigan (DNEM), a nonprofit dedicated to empowering individuals with physical and mental challenges to live independently.
Our Location:
33228 West 12 Mile Rd., #131
Farmington Hills, MI 48334