Financial Planning

Without the Bull$h*t™

Financial planning and wealth management for engineers, tech professionals, and the people who think like them

...because you have better things to do than worry about your money.

Sound familiar?

📌 RSUs are vesting but you’re not sure what to do with them
📌 Your 401k is maxed, but beyond that you’re winging it
📌 You have a good income — you’re just not sure where it all goes
📌 A job change, layoff, or IPO has made things more complicated

See more of what we help with →

No B.S.

Some of the other guys like to hear themselves talk. We’re not going to waste your time with meeting after meeting without getting anywhere.

We’re here to get to the point and help you develop your financial plan so you can start making informed choices about your money.

Fiduciary

As a Fiduciary, we are committed to acting in your best interests when managing assets.

As a CERTIFIED FINANCIAL PLANNER®, we offer tailored financial planning services designed to meet your unique needs.

We’re here to do what’s in your best interest. Period.

High Tech

No generic, computer generated robo-advice.

We use technology-driven tools to enhance the conversations we have with you about your financial goals.

Meet your Michigan financial planner, Steve!

17+ Years Advising Clients

The CERTIFIED FINANCIAL PLANNER® certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.

The Five Star Wealth Manager award was issued on 05/01/2026 by Five Star Professional (FSP) for the time period 09/10/2025 through 03/03/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3902 Detroit-area wealth managers were considered for the award; 262 (7 % of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria which can be found HERE.

Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one client’s experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organization’s website.

Our Planning Process

Interested in the alpha plan™? Learn more about how we will work together to help you achieve your goals.

Alpha Plan Wealth Management™

You’ve done the alpha plan™ — now what?

This is where most advisors start managing your money without ever really knowing it. We already do — so we just keep building on it.

Want to Learn More?

Schedule a no-obligation consultation call today.

Real Clients, Real Results

Over the years, Steve Grogan has been instrumental in providing me with expert financial advice and exceptional service in various areas such as estate planning, investment portfolio, insurance, trust management, and retirement planning.

I have found Steve to be incredibly sincere, trustworthy, and committed to helping me achieve my financial goals. His extensive knowledge, attention to detail, and unwavering dedication have been invaluable to me. He has consistently demonstrated an ability to understand my unique financial situation and offer tailored solutions that have helped me to secure my financial future.

Furthermore, beyond his professionalism, I have come to consider Steve a true friend. His easy-going and approachable demeanor have made working with him a pleasure. He takes a genuine interest in his clients’ lives and is always willing to listen and offer valuable advice when needed.

In summary, I wholeheartedly recommend Steve as a wealth manager. He has the expertise, experience, and personal touch that make him exceptional at his job. I have no doubt that he will be an invaluable asset to your financial journey.

PAUL B., TECH EXECUTIVE

The statement was provided 04/27/2023 by Paul B. who is a client. No compensation was provided for this statement. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. Read more reviews on our Google Business profile.

Let's get started

You’ve worked hard to get where you are. Now, let’s build on that success together.