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Our Firm

Our Firm

Located within all Independent Bank locations, our team is able to provide you with objective advice. Be Independent.


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Our Approach

Our Approach

With the understanding that every investor's goals are different, we tailor our education and guidance to build a long-lasting relationship with you.

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Our Services

Our Services

We deliver a wide array of solutions from financial planning, to employer sponsored retirement plans, and even identify any potential insurance gaps.

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Collaborate Financial Plans Virtually

Collaborate Financial Plans Virtually

AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress.

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Our Locations

Our Locations

IB Wealth Management has locations throughout Michigan. 

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"Financial freedom is available to those who learn about it and work for it.

- Robert Kiyosaki

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."