About
Joseph Crowley, CFP®, is a partner and Senior Lead Investment Advisor at Exchange Capital Management, Inc., based in Ann Arbor, Michigan. In his current role, he serves as the primary financial planner and behavioral coach for over 100 client relationships, helping lead the firm’s financial planning team while guiding clients through complex financial matters and supporting their long-term investment goals.
Crowley focuses on goals-based financial planning and investment management for individuals, families, corporate entities, financial institutions, and foundations. His expertise spans asset allocation, portfolio construction, and scenario testing, with a core emphasis on fiduciary portfolio management and planning tailored to diverse private client needs.
He joined Exchange Capital Management in 2016 as a Financial Planning Specialist and has since contributed significantly to the firm’s growth, culminating in his admission as an equity partner in 2023. Crowley holds the CERTIFIED FINANCIAL PLANNER™ certification and a B.S. in Marketing from Central Michigan University, and is active in local professional organizations and community initiatives in Ann Arbor.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Exchange Capital Management, Inc. | Partner | May 2023 to Present | — |
| Exchange Capital Management, Inc. | Senior Lead Investment Advisor | Jan 2021 to Present | Exchange Capital Management is a fee-only Registered Investment Adviser providing independent investment counsel, financial planning, and professional portfolio management for private clients and fami... |
| Exchange Capital Management, Inc. | Investment Advisor | Sep 2019 to Dec 2021 | — |
| Exchange Capital Management, Inc. | Financial Planning Associate | Jun 2016 to Sep 2019 | — |
| Condon Sullivan Wealth Management & Planning | Client Technology Coordinator | May 2014 to Jun 2016 | — |
| O&W, Inc. | Merchandiser | May 2010 to Aug 2013 | — |
Education
College for Financial Planning
CFP® educational curriculum & Series 65 preparation course., Financial Planning and Services
2016 — 2018
Central Michigan University
Bachelor of Science (BS), Marketing & Mathematics
2010 — 2015
Pioneer High School
2006 — 2010
Others at Exchange Capital Management, Inc. (3)
| Name | Role | Location |
|---|---|---|
A Andrew Stewart | Partner | Chief Investment Officer | Huntington Woods, MI , United States |
 | Founding Partner and Financial Advisor | Ann Arbor, MI , United States |
M Mike Reid | Partner | Detroit, MI , United States |