StraightLine has again been chosen as
one of the Top 100 advisory firms
in the country by CNBC for 2022!

Click here to see the CNBC article
Click here to see the selection process

Is your retirement plan working for you?


Our company was founded on the firm belief that an investment advisor should always do what’s right and what’s best for each client. Our clients choose us because they know every decision we make on their behalf is based on that philosophy.

Explore StraightLine’s Unique Programs

StraightLine Employer Programs

Establish your organization as a leader in providing for the financial security of your employees. Few employee benefits can have such a profound effect on the quality of your employees’ lives as integrated financial education and professional account management options from StraightLine


StraightLine Helps with your Retirement Accounts at Work

You arrive home after a hard day at work, fix dinner, wash the dishes, do the laundry and help your kids with their homework. When you finally have a chance to sit down, it’s 10 PM – and now you’re supposed to figure out how to invest your retirement money? Let’s be honest, this just doesn’t happen. This is StraightLine ‘s full time job.


StraightLine Financial Planning & Account Management Services

In our quest to provide the very best high level, researched based, professional management service, it was necessary to set off in our own direction. On that journey we built a company steadfastly rooted in the belief that an investment advisor should always act as a fiduciary by doing the right thing, at the right time and for the right reasons.


Learn how StraightLine can be of service to you

Let us help you establish your organization as a leader in providing for the financial security of your employees. StraightLine also provides professional account management for individuals with 401(k), 403(b) and 457 retirement accounts. We manage the account for you – making changes to allocations as needed. We also offer an advice-only management option. Please let us know your needs and we’ll get right back to you and provide you with “straight” answers to your questions.

Corporate Headquarters: 165 Kirts Blvd., Suite 100 • Troy, MI 48084
Local / 248.269.8366 • Toll Free / 877.EDU.403b • Email:

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