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Savings Coach
Banking & Finance
Troy
755 W Big Beaver Rd, Suite 101, Troy, MI 48084
248-545-6118
Fee-only financial advisory firm at 755 W Big Beaver Rd, Suite 101, Troy, founded by Adam Funk, CFP. SEC-registered with approximately $10.7M in assets under management across 77 clients. Provides fiduciary financial planning, investment management, asset allocation, behavioral finance, and retirement income planning, with specialties spanning budget and debt management, attending college, buying a home, career changes, and starting a family. Recently launched the "Race to $100K" group coaching program, plus a LinkedIn newsletter (the Savings Coach Playbook).

Berk Perk Discount Offered?
No
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