Broker Check
Joseph P. Okros, JD, MBA

Joseph P. Okros, JD, MBA

President, Investment Advisory Representative and Fiduciary

Joseph P. Okros specializes in financial planning for current retirees, those retiring within 10 years, professionals, and small business owners. Joe also does financial planning work for individuals who are going through a divorce or who have been recently divorced. Regarding his divorce clientele, Joe states, “This is a very difficult time for those going through a divorce, and it is important that they receive the utmost care and service in assisting them with their financial planning.  When I was actively practicing law, I represented over 500 clients in their divorce cases.  Over that time, I gained a great understanding of the necessity of helping clients during one of the most emotional times that they will experience during their lifetime.  This valuable experience I learned working with clients going through a divorce has provided me with the background necessary to properly help them with their financial lives in post divorce/widowed situations".

Joe has been a licensed attorney in Michigan since 1994. He was the Managing Partner of a law firm in Southeastern Michigan prior to working as a Financial Advisor. He received his law degree and MBA from Michigan State University and his Bachelor of Arts Degree from Oakland University.

Joe’s father started in the financial industry in 1963. Collectively, Joe and his father have over 60 years of experience as Financial Advisors. They both started their careers working for large insurance/investment companies. Joe states, “We both determined early in our careers that in order to properly serve our clients it was best that we form an independent financial firm which allows us to provide our clients with the best possible financial planning techniques and financial products without the pressure of satisfying a large organization”.

It is our mission to attentively listen to our client’s goals and then provide them with a continuing financial plan that fully satisfies their financial needs and requirements.

Joe resides in Ann Arbor with his three children. When he’s not working, Joe enjoys golfing, taking part in all the wonderful recreational activities in the Ann Arbor area, and going to the shops, restaurants, museums, and movies in downtown Ann Arbor.