StraightLine is an SEC Registered Investment Advisor that adheres to fiduciary standards. Based in Troy, Michigan our experienced financial professionals provide a full suite of financial planning, portfolio management, investment advisory, and retirement planning services to clients (both individuals and families as well as employer-sponsored retirement plans) across the country. StraightLine works as an advisor and partner to individuals, families, businesses and institutions achieve financial success.
StraightLine is a fee-based firm, which means you as the client pays us for the services we provide you. The only time we receive compensation from anyone other than you as our client is if we are assisting you with the purchase of any insurance such as a life or long-term care policy. Our position is when you need insurance, we would rather you purchase it through us than through an agent who may not be acting in a fiduciary capacity like StraightLine. In addition to adhering to the SEC’s rules and fiduciary standards, StraightLine has a strong passion for helping others. We offer customized solutions to discerning clients. Check out our profile on US News & World Report.
