Top RIA Grows in West Michigan -- Advance Capital Management Welcomes New Financial Adviser

Grand Rapids, MI, December 20, 2017 --( Advance Capital Management, one of the nation’s top registered investment advisers (Financial Times), is pleased to announce industry veteran James Walsh has joined its team of financial professionals serving West Michigan. The addition of Walsh further demonstrates the firm’s commitment to hiring high-caliber talent to meet the financial needs of people living in key growth areas of its business.

Walsh joins Advance Capital as a financial adviser, working in the firm’s regional office in Grand Rapids. He is a designated Chartered Mutual Fund Counselor, bringing more than 18 years of experience in the financial and retirement planning industry. Prior to joining Advance Capital, he was an Associate Director/Financial Adviser at Zhang Financial in Portage, MI.

“We’ve served communities in West Michigan for many years and the demand for financial services in the region continues to grow,” said Joseph Theisen, chief executive officer of Advance Capital Management. “That’s because both young people and retirees are moving in droves to popular destinations such as Grand Rapids, Kalamazoo and Holland, which creates a diverse need for financial planning help. James brings the robust experience that’s necessary to support people with widely different financial challenges.”

Census Bureau estimates show communities in parts of western Michigan have stronger population growth versus other parts of the state. For example, Kent County, which includes Grand Rapids, added 6,078 people between 2015 and 2016. Meanwhile, Wayne County, which includes Detroit, lost 7,696 people during the same period. Further, Grand Rapids has been ranked as one of the best places to live and to retire in America by the U.S. News & World Report.

“A growing population signifies many people who need to make major financial decisions, whether it’s buying a new home or figuring out how to live off their retirement savings,” said Walsh. “I’ve been fortunate to help people living in western Michigan manage their wealth for my entire career, and I greatly look forward to continuing to do so.”

About Advance Capital Management: For more than 30 years, Advance Capital Management has helped thousands of people realize their hopes and dreams by providing personalized financial planning and investment management services. Advance Capital Management has $2.4 billion in assets under management and over 5,000 investment advisory clients. The firm is a Financial Times Top 300 RIA and one of the largest money managers in metro Detroit, as reported by Crain’s Detroit Business.
Advance Capital Management
Jacob Schroeder