Maner Wealth

Maner Wealth

Maner Wealth is the investment advisory arm of Maner Costerisan, a full-service public accounting firm headquartered in Lansing, Michigan. The parent firm, one of the largest CPA practices in Mid-Michigan, offers audit, tax, and business consulting services. Wealth management was developed as a natural extension for business-owner clients who already relied on the firm for tax planning and entity structuring. The founding lineage and transition to an independent registered investment advisor are not widely disclosed in public filings. Investment management is delivered through individually managed portfolios, with asset allocation driven by the client's tax situation rather than a standalone model. The firm does not operate proprietary funds — it constructs portfolios using third-party managers and individual securities, emphasizing after-tax return optimization. Core allocations span US equities, municipal fixed income, and private business holdings that require coordination with the parent CPA's entity-level tax work. A representative client profile includes a manufacturing business owner selling to a strategic buyer, where Maner handles both the transaction tax planning and the post-close portfolio deployment. Geography is concentrated in the Great Lakes region, particularly greater Lansing, Grand Rapids, and Detroit. The firm's size and team metrics are not publicly itemized. Maner Costerisan, the parent, reports over 150 total professionals across accounting and advisory lines; the wealth group is understood to be a smaller specialty practice within that headcount. There are no known satellite wealth offices outside Lansing, nor disclosed affiliations with peer networks like Tiger 21 or R360. Philanthropic planning is offered as an integrated service, typically through donor-advised funds linked to the client's overall tax strategy. Maner Wealth's structural differentiator is its embedded position inside a CPA partnership, a model shared by only a handful of regional firms nationally. Investment recommendations and tax preparation sit under the same engagement letter, removing the coordination gap that fee-only RIAs typically face with external accountants. For business owners, this architecture means the corporate tax team and the personal wealth team share institutional knowledge of the operating company, creating a single view of assets on both sides of a sale.