Employing a Powerfully Personal, Transparent Fiduciary Approach to Financial Planning and Wealth Management for Our Clients
35+ Years Experience
We have over 35 years of experience managing individual’s wealth and assets. With that comes a knowledge that is needed to help you leave a legacy.
A Team of Professionals
We can provide you with financial confidence. We accomplish this by developing a personalized plan focused on your future and achieving your goals.
Trustworthy & Loyal
Being a Fiduciary Agency means that we’re here to lookout for your best interest. We will always do what’s best for you, because that’s what’s best for us.
Uniquely Caitlin John
Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As a Registered Investment Advisory firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole.
Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond forty years serving clients, Caitlin John is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship.
Hybrid vs. Traditional
Hybrid vs. Traditional
Individual & Family
My Risk IQ™
Your Caitlin John Advisor will work with you, as both architect and engineer, to design and implement solutions spanning portfolio management, financial planning, wealth preservation, and legacy transfer for generations to come
Why Caitlin John?
Introducing A Smarter Way to Invest
Caitlin John and our Advisors work closely with third party Portfolio Managers like a Smarter Way to Invest. They are also an Independent Registered Investment Advisor Firm focused solely on portfolio management.
Knowing What You Own...
The financial services industry has become largely comprised of brokers selling products who are primarily transactional! It’s important that you know the difference between Suitability vs Fiduciary.
Net Retirement Income Maximization™
Your Retirement Goals and Dreams may only be achievable through the perpetual and sustainable cash flow that is needed to power two, three, or even four decades of your retirement.
Follow Your Retirement Dreams
How do you picture your retirement? Relaxing on a beach somewhere? Playing golf at the top courses across the country?
Protecting Your Family’s Legacy
When you think about leaving your mark on this world, the first thing that probably comes to mind is your legacy.
High Tides Float All Ships
At Caitlin John, we understand the importance of continuing education not only for the growth of our Advisors but for the well-being of their clients.