Who We Are

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.

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.

Nationally Recognized

Siena Wealth Advisors was named a Top 150 CPA Wealth Advisory Firm in the Nation by CPA Wealth Provider Magazine and Accounting Today in 2010, 2011, 2012, 2013, 2014, 2015 and 2016, 2017 and 2018. The magazines also recognized Siena as one of the Top Investment Advisory Firms in the U.S.

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Siena

Cares

 
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.