Navigate Your Financial Future

After first understanding your needs, let's map out a financial plan together that's focused on your definition of success.

Financial Planning


Take Your Wealth to New Heights

Maximize your long-term earnings with a diversified portfolio that's centered around your goals, risk tolerance, and timeframe.



Committed to Your Vision

We're advisors first and neighbors second. As an experienced local fiduciary, you can trust us to work in your best interests only.

Meet Our Team

Wealth services are offered through Isabella Bank. Most wealth products are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risk including possible loss of the principal amount invested. Isabella Bank and its representative do not offer legal or tax advice. Please consult an independent tax advisor or attorney for more information.
Securities are offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Securities are not insured by bank insurance, are not deposits, obligations or guaranteed by the bank and are not insured by the FDIC or any other government agency and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Isabella Investment Services, Isabella Wealth, and Isabella Bank are not registered broker/dealers and are independent of Raymond James Financial Service, Inc.