Insightful Expertise

Our team is led by founders John E. Mullins and Todd R. Moss. The firm’s success is the result of its exclusive blending of highly respected wealth management capabilities with a keen awareness of the role psychological and emotional challenges can play in the lives of the firm’s clients. Because we provide such a personalized and exclusive level of service, we typically work with a limited number of clients.

John E. Mullins, CPA/PFS, CFP ®
President and Co-Founder
John Mullins began his finance career in 1968. He is a certified public accountant and holds specialty designations in Personal Financial Planning from the American Institute of CPAs and the College for Financial Planning. He maintains professional memberships in the American Institute of CPAs, the Michigan Association and Arizona Society of CPAs and the Financial Planning Association. John is a life member of the Walsh College Alumni Association and Vietnam Veterans of America. He serves on the board of directors of a multinational nonprofit organization specializing in conflict resolution.

John received his undergraduate degree summa cum laude in business and his graduate degree in economics from Walsh College.

John was named one of America’s Top Financial Planners by the Consumers’ Research Council of America. Worth Magazine named John one of the nation’s top “250 Wealth Advisors.”

Todd R. Moss, CFP ®
Vice President and Co-Founder
Todd Moss holds the designation of CFP (Certified Financial Planner) granted by the College for Financial Planning and has an extensive background in lecturing, including teaching retirement and investment planning strategies at Michigan universities and colleges and Fortune 500 companies. He received his undergraduate degree from Michigan State University and began his career in the financial services industry in 1980.

Todd’s professional and community affiliations include the Financial Planning Association and the Detroit Estate and Financial Planning Council. He is a former vice chairman of the Independence Township Planning Commission and a past president of the Clarkston Foundation. He has served as president of the Michigan State University College of Social Science Alumni Association. Todd formerly served on the TD Ameritrade National Advisory Board.

Todd has been named one of America’s Top Financial Planners by the Consumers’ Research Council of America and Reuters. Barron’s magazine has also recognized Todd as one of its “Top 100 Independent Financial Advisors”.