Dr. Michael McCauley strongly believes in an approach that is holistic and client-centered. He specializes in the areas where clients need strategy: asset allocation, generating income, and retirement planning. This is accomplished with sensitivity to estate and tax concerns after thoroughly understanding each client’s unique circumstances.
Michael has worked in various roles as a financial advisor since 2000 within banking, insurance, and investments. In 2018, he completed his Doctorate in Business (Finance) from Baker College. His dissertation was “Providing Retirement Savings Plans with Alternative Investments to Allow Participants Greater Diversification. Michael is also a volunteer judge of student essays for the SIFMA Foundation’s national writing competition scholarship program. Michael is looking forward to continuing work within the academic environment through various adjunct professorships within business, economics, and finance.
Michael is dually registered as a General Securities Representative (Series 7) and an Investment Advisor Representative. In addition, he is registered in a variety of different states while holding licenses for Life, Accident, and Health Contracts in Michigan to enable him to provide advice on both life and long-term care insurance.
Michael has been awarded the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. Additionally, he is an Accredited Investment Fiduciary (AIF). Michael enjoys volunteering, is active within his faith community, and supports the American Red Cross. Weather permitting, he can be found boating on Lake St. Clair. He and his wife live in Farmington Hills with their daughters and two dogs.