Michigan-based financial services holding company founded in 1998, providing financial planning and wealth management to individuals and businesses through over 150 advisers.
Hantz Group is a Michigan-based financial services holding company founded in 1998 and headquartered in Southfield, Michigan. It provides financial planning and wealth management to individuals and businesses, with more than 150 financial advisers working across over 20 offices in Michigan and Ohio and overseeing over $18 billion in assets under management. The firm is registered with FINRA and SIPC.
Its advisory work is organised around Hantz 360°, a proprietary technology platform that aggregates financial data in real time to maintain a current picture of each client's financial situation. The platform is designed to let teams of specialists work from the same information, coordinating financial planning, tax strategy, asset management, insurance (life, long-term care, disability, property and casualty), lending strategies, cash flow analysis and estate planning. The firm describes this coordinated offering as a family office or holistic financial planning service, and its stated client base includes busy professionals and active retirees.
Technically, the company works with proprietary financial technology, real-time financial data aggregation and financial analytics. Its stated approach to staff development is that advisers' personal growth is tied to client outcomes.
