MICHAEL ASSOCIATES, LLC

Overview

Michael Associates, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients with a fee-for-service financial planning model. The firm operates under an accountant-oriented business model, positioning financial planning alongside accounting services rather than acting primarily as an outsourced asset allocator. It uses a fixed-fee structure rather than percentage-based asset fees and is not identified as an active ESG investor, a pension consultant, or a multi-state adviser. Investment activity centers on retail-focused vehicles—mutual funds, annuities, and corporate debt—complemented by allocations to third-party alternative managers for specific sectors. The firm is not listed as a capital allocator, so its approach appears to emphasize selecting off-the-shelf and manager-supplied solutions tied to client planning objectives rather than running proprietary pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices