Two money management firms merge to create bigger Planning Alter...

Courtesy metromode - Job News  Wed, 06/17/2009 - 18:00

A couple of significant investment firms in Oakland County have become joined at the hip and expect to grow through the new merger.

Bloomfield Hills-based Planning Alternatives and Southfield-based Oakland Wealth Management combined forces earlier this month.

Planning Alternatives is the been-around-the-block player, serving Metro Detroit for 27 years. Oakland Wealth Management is the new kid on the block that's enjoying a rapid growth spurt, according to the combined firms' new managing partner, Nathan Mersereau.

"It will build confidence that this...

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