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.

The firm's core constituency is automotive-industry professionals and their families in Oakland County, Michigan. Clients typically include retired Big Three executives, tier-one supplier owners, and engineers with substantial deferred-compensation or pension-lump-sum assets. The practice serves a concentrated book — fewer than 100 household relationships — rather than a high-volume retail client base.

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.

The firm's client mandates routinely span two or three generations — a retiring executive, a spouse, and adult children who have remained in the metro Detroit area. Custom Wealth Management addresses wealth transfer through ongoing household-level portfolio management rather than through a separate family-office services division. The firm does not publicly market a dedicated estate-planning or trust-administration subsidiary.