Who We Are
Integrated Financial, Retirement, Tax, Estate, and Business Advisors
Siena Wealth Advisors develop individually designed long-term strategies for your entire financial, retirement, tax, estate, and business matters.
We believe in data and statistical methods in our approach to managing assets as there is no substitute for smart and efficient decision-making — whether it applies to investments, estate planning or taxes.
All of our services are fee-only. We do not earn commissions or bury our fees in complex transactions. Instead, we provide an open and reliable approach to managing your future success.
Accounting Today Magazine
While not an award - it’s a ranking, Siena has been included on the list of Top CPA Wealth Advisory Firms by Assets Under Management in the United States for 9 consecutive years by Accounting Today magazine. Siena is included in the “100 Million Plus Club” classification on the list.
As part of our commitment to our community, Siena is dedicated to giving back by volunteering our time and resources. Recently we have supported Ele’s Place, the Ronald McDonald House, The Lansing Symphony Orchestra and The Nyaka Aids Orphans Project in Africa. Additionally, we are continuing the Grand Ledge Community Garden at our new office which grows fresh produce and donates the harvest to the Grand Ledge Food Pantry. Our employees have spent many hours weeding, planting and watering the garden.