At Antonelli Financial Advisors we understand building a solid investment plan begins with clearly defined goals. Through discretionary investment management and wealth advisory services, we will create a portfolio that will assist in achieving your financial needs and investment objectives. We offer fee-only services tailored to each clients’ individual financial and investment objectives to best ensure a thorough understanding of how to better assist our clients. Our specialities include: Wealth Planning, Retirement Planning, Tax Planning, Strategic, Investment Management, Behavioral Finance, Evidence Based Investing, Charitable Giving, Legacy Planning, Family Office, and Asset Allocation.

313-290-2602

santonelli@antonelliadvisors.com