With Mike’s well deserved retirement, our team at Smalley Investments is here to continue to manage your portfolios and help you with your financial planning needs in the same manner as you are used to. The name on your statement will change. And you can reach us via our website, email, and phone. Our contact information is below.

Most things, however, won’t change at all. Your investments will continue as they are right now. Your financial plans will stay the same. As a fellow Commonwealth team, we have the exact same investment platform and planning suite that you are used to. Mike has done a good job and we will keep everything as is. We will continue to meet every six months. And your fees will remain the exact same.

Joe Smalley will be your lead advisor, and Aubrey Orr will be your primary point of contact. Feel free to reach out to say hello, to schedule a meeting, or for any of your service needs. Our job is to help you succeed. We have a beautiful historic office in downtown Lansing if you would like to come and visit us, but Joe is available to meet with you where you are.