Custom Wealth Management

President Mark Neibauer runs investment decisions as the firm's central portfolio-management authority, chairing an internal investment committee. The firm does not employ a separate chief investment officer or external sub-advisor for core asset-allocation calls. Neibauer's concentrated decision-making structure is common among boutique Michigan RIAs founded in the 1990s, where the founder's relationship capital and investment philosophy define the practice.

No. Custom Wealth Management constructs client portfolios using third-party ETFs, mutual funds, and separately managed accounts rather than proprietary pooled vehicles. The firm does not offer in-house private equity, venture capital, or hedge fund products, distinguishing it from multi-family offices that layer alternative-access platforms onto their advisory relationships.

Custom Wealth Management operates as an independent registered investment adviser without private-equity sponsorship, aggregator affiliation, or broker-dealer parentage. The firm was founded before the breakaway-broker movement of the 2010s and has remained a founder-controlled practice, a governance profile that concentrates succession and key-client risk in the founding principal.