Premier Estate Planners

Overview

Premier Estate Planners opened in 2002 in Clinton Township, Michigan, embedding itself in the Macomb County wealth corridor rather than chasing a national brand. The firm was structured from day one as a dual-line wealth manager — it produces financial plans in-house and directly manages client portfolios, a bundling that many practices unbundle by referring assets to outside managers. Its principal clients are individuals and high-net-worth families, often business owners whose liquidity events or succession needs trigger the initial planning engagement. The firm's investment strategy rests on portfolio management and asset allocation executed internally, rather than through a turnkey asset management platform. While specific asset-class weights are not publicly disclosed, the firm's regulatory filings confirm it offers advisory services spanning equities, fixed income, and pooled investment vehicles — the standard toolkit for a privately held RIA serving mass-affluent and HNW clients. No public record of direct real estate, private equity, or venture co-investment programs exists. Premier Estate Planners operates as a lean, single-office practice. Staff size and AUM are undisclosed — the firm does not appear in industry rankings like Barron's or Financial Advisor Magazine, and it has not filed ADV data that would publicly surface AUM thresholds. The practice has no known philanthropic foundation, club membership vehicle, or adjacent operating business. The firm's communications and web presence remain minimal, which is consistent with a referral-driven book of business that does not depend on inbound marketing or platform visibility. Structurally, the firm's differentiation lies in its bundling of planning and portfolio management under one roof — an integrated model that, in the independent RIA space, often correlates with higher client retention and wallet share. Without a succession narrative, external capital partner, or acquisition history visible in public record, the firm reads as a classic lifestyle practice: founder-led, relationship-intensive, and built to serve a concentrated local client base rather than to scale.