Pursuing a better investment experience

 
 
 
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Nationally Recognized Investment Firm

For the 8th straight year, Siena has been included on the list of Top CPA Wealth Advisory Firms by Assets Under Management by Accounting Today magazine. Siena is included in the “100 Million Plus Club” classification on the list. We are one of only five investment advisory firms in Michigan on the 2017 list.

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What makes us different

 

Fee-Only, Fiduciary Advisors

Our highly educated and experienced advisors provide fully integrated and individualized investment solutions. These solutions are implemented in a completely independent environment free of conflicts of interest, i.e. commissions.

Avoid the Hidden Costs of Investing >

Integrated Financial, Tax, Estate and Business Advisors

Siena Wealth Advisors develop individually designed long-term strategies for your entire financial, tax, estate and business matters.   

Meet Our Advisors >

 
 

Siena REtirement Plan Services

Siena retirement plan services helps businesses run their retirement plans differently. We place your success above all else. Put your employees' retirement goals within reach.

The Siena Advantage

 
 
 

Tax management

Maximizing tax efficiency is essential.  Siena develops strategies and focus fund selection to maximize deferral of capital gains and reduce your annual tax exposure.

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health savings accounts:

Is it time to rethink your investment?

 
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