Center for Financial Planning, Inc.
CENTER FOR FINANCIAL PLANNING, INC. is an independent registered investment adviser headquartered in Southfield, Michigan, serving primarily individual clients by offering comprehensive financial planning and wealth management solutions. The firm provides tailored investment portfolios, retirement planning, estate planning, and related financial advisory services. Founded in Michigan, it has approximately 31 employees, including both advisers and support staff, and focuses heavily on serving both high net worth and other individual clients.
Investment Strategy
Center for Financial Planning, Inc. employs a client-focused, discretionary investment strategy emphasizing diversification across major equity and fixed income asset classes. Their approach leverages strategic allocations to large-cap companies such as Microsoft, Apple, Amazon, and financials, guided by long-term financial planning goals. The firm emphasizes risk management appropriate to each client’s needs and actively rebalances portfolios in line with changing market conditions, with a strong orientation toward comprehensive, holistic financial solutions for individual investors.
Top Holdings
Equity Positions (644)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 34.82% | $303.6M | 534,508 | $387.56 | $568.03 | +$30.9M |
A AGG | ISHARES TR | 10.97% | $95.7M | 964,448 | $97.86 | $99.20 | +$1.3M |
I IEFA | ISHARES TR | 10.52% | $91.8M | 1,099,176 | $66.57 | $83.48 | +$9.2M |
V VB | VANGUARD INDEX FDS | 7.13% | $62.2M | 262,478 | $202.50 | $236.98 | +$27.8M |
V VO | VANGUARD INDEX FDS | 4.56% | $39.8M | 142,232 | $275.25 | $279.83 | +$36.9M |