Discover
The Full Picture
We listen first, then define what success looks like for you.
Independent wealth managementGreater Detroit · Michigan
Independent wealth management · Michigan
for what
comes next
A more personal kind of wealth management—built around your life, your responsibilities, and the future you want to create.
PlanningInvestingOngoing partnership
Our belief Thoughtful advice begins with listening.
Our conviction
Your future is
personal to us.
Wealth carries responsibility.
Handled thoughtfully, wealth creates freedom, cares for the people you love, and carries your values forward.
Why Furthermore →01
Direct access to your advisory team
02
Planning and investments working together
03
A strategy that evolves with your life
The Furthermore Method™
A plan built around
your whole picture.
We begin with your life—not your portfolio—then build a plan that moves with you.
Build
The Foundation
We organize the essential pieces into one plan built for your life.
Direct
The Forward Plan
We turn the plan into clear, purposeful action.
Partner
The Ongoing Conversation
We stay close and keep your strategy moving with your life.
What we do
Advice for the decisions that shape your life.
Planning and investments working together as life changes.
Financial Planning
One clear plan for your priorities, decisions, and future.
↗Investment Management
Purpose-built portfolios with a reason behind every allocation.
↗Tax-Aware Strategy
Thoughtful coordination to reduce surprises and improve outcomes.
↗Business & Legacy Planning
Guidance for succession, concentrated wealth, and what you leave behind.
↗Who we serve
Built for people with
more to consider.
For people who value thoughtful advice and a partner who sees beyond the portfolio.
Families Building Wealth
Bring every part of your financial life into one strategy.
Business Owners
Connect business decisions with personal wealth and succession.
Retirees & Transitions
Move forward with clarity around income, taxes, and investments.
Pricing
Transparent fees.
Clear value.
Your advisory fee is based on the total household assets managed by Furthermore. Once your household reaches a tier, that annual rate applies to all managed assets.
This is a flat, non-blended schedule. One clear rate applies to your entire managed household balance.
What your fee includes
- Financial planningA coordinated plan built around your goals, cash flow, retirement, and family.
- Investment managementPortfolio design, implementation, monitoring, and ongoing adjustments.
- Tax-aware strategyPlanning decisions made with taxes and long-term outcomes in view.
- Ongoing adviceRegular reviews and direct guidance as your life and priorities change.
| Total household assets managed by Furthermore | Annual rate applied to all managed assets |
|---|---|
| $100,000 and under | 1.25% |
| Over $100,000 through $2,000,000 | 1.00% |
| Over $2,000,000 through $5,000,000 | 0.90% |
| Over $5,000,000 through $10,000,000 | 0.85% |
| Over $10,000,000 | 0.75% |
Why Furthermore
Independent by design.
Personal by conviction.
Built around one commitment: the people we serve come first.
Our independence gives us the freedom to build advice around you—your decisions, your tradeoffs, and your legacy.
Get to know our firm →Our team
Michael Moon
Founder & Lead Advisor
William Turner, APMA®
Portfolio Advisor
Jenn Rigg
Client Service Associate (CSA)
The foundation
Nearly five decades of trusted guidance.
Since 1978, Bill Turner has built trusted relationships across generations. His steady guidance and personal service remain part of our foundation as Michael and the team carry that legacy forward.
Furthermore Academy
Financial education
with no hidden agenda.
Clear financial education, built for real life.
No jargon. No pitches. Just practical guidance.
A distinct learning platform · Coming soonBegin here
Let's talk about
what comes next.
A simple, no-obligation conversation to see whether we are the right fit.
New client inquiries
hello@furthermorewealth.comPhone248.233.4093
Office5555 Crooks Road, Suite A
Troy, MI 48098
Start a conversationTroy, MI 48098
Client access
Your financial life,
all in one place.
Access your financial plan or investment accounts through the secure portals below.