Joseph Crowley
CFP®
Exchange Capital Management, Inc.
Senior Investment Advisor
Joseph Crowley
CFP®
Exchange Capital Management, Inc.
Senior Investment Advisor
Finding an advisor to partner with is no easy task. Speak with multiple professionals and trust your instinct. After all, trust is the only way to build a successful, long-term relationship. - Joseph Crowley, CFP®
Fee-Only financial planner located in Ann Arbor, MI, serving clients locally and across the country
Joseph Crowley is a Ann Arbor, MI fee-only financial planner. Exchange Capital Management, Inc. provides comprehensive financial planning, investment counseling and retirement planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joseph Crowley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Joseph Crowley is a fee-only financial advisor at Exchange Capital Management Inc., located in Ann Arbor, MI.
As a practicing CERTIFIED FINANCIAL PLANNER®, I’ve finally been able to bring my attention away from endless IRS and SEC regulations to focus more on what I truly enjoy. Oddly enough my passion for financial planning began during a marketing internship in 2014. I witnessed the value an honest and devoted advisor could bring to clients. Simplifying the complex world of finance and assuring individuals a secure future seemed like a worthy profession. Luckily, I was able to pursue and grow that profession after being hired by Exchange Capital Management in 2016.
I believe continuing education and community involvement are paramount to altering the public view of financial advisors. When I'm not in the office, you may find me at events around the Ann Arbor, or in my driveway working on a camper renovation.
Education
- Central Michigan University, BS, Marketing, 2015
Professional Certifications
- Certified Financial Planner™ since 2019
Joseph Crowley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Exchange Capital Management, Inc. is a fee-only, boutique, Registered Investment Advisor (RIA) located in the beautiful Kerrytown District of Ann Arbor, MI. We provide personalized financial planning and investment management for individuals and families so they can free up time and energy to focus on what they love most. Our CERTIFIED FINANCIAL PLANNER™ professionals will partner with you to understand your unique passions and values in order to develop a plan that is tailored to you. Exchange Capital Management, Inc. Advisors serve all of our clients as a fiduciary and provides conflict-free advice while never accepting commissions of any kind.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Counsel
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Growing Families
- Novice Investors
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Joseph Crowley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Joseph Crowley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Joseph Crowley is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Joseph Crowley
Office Locations:
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303 Detroit St
Suite 203
Ann Arbor, MI 48104
