Michael Bork, Cfp® Email & Phone Number

Atlanta, Georgia, United States

Atlanta, Georgia, United States

As a Relationship Manager in Advisor Services, I help independent financial advisors and CPAs focus on what they do best, knowing that all their back office, investment, and technology tasks are in good hands with our team. I believe that financial professionals can change people’s lives for the better — but only if they can get in front of more clients, focus on growth, and reach the next level of scale.As a financial advisor, I serve high net worth individuals and families through financial planning and investment management. My mission is to help clients build wealth, reach important financial goals, and make better choices with their money. I do all that as part of the Capital Directions team. Capital Directions was founded in 1985. We are on a mission to lead clients to a better way of investing. Today, the firm still delivers financial planning and wealth management services to local families. The firm’s offering has expanded to include retirement plan management, as well as operations and investment management support for independent fee-only financial advisors.

Atlanta, Georgia

Atlanta, Georgia

Southfield, Michigan

Plante Moran is one of the nation's largest certified public accounting and business advisory firms. I served primarily as a trusted advisor to high net worth individuals and family business owners. In my role, I worked as a part of a multidisciplinary team that covered investment selection, financial planning, insurance consulting, estate planning, business succession, and tax planning.

Southfield, Michigan, United States