Investment Advisory Services in Detroit, MI

Smart Money Moves for Detroit Dreamers

Let’s be honest—investing your money can feel more confusing than trying to parallel park downtown during Tigers game traffic. That’s where we step in. Straight Talk CPAs helps real Detroiters make confident, clear-headed financial moves—without the Wall Street jargon.


Whether you're planning for retirement, a new house in Royal Oak, or just want your money to work harder than you are, we’ve got your back.

You wouldn’t rebuild your engine without a mechanic—so why try to grow your wealth without guidance? We’ve spent years studying the markets so you don’t have to. And we’re always up-to-speed on the latest rules, tools, and opportunities that impact your money.

Why You Need a Pro (Even If You’ve Got a 401(k))

Local Roots, Global Perspective

We know Detroit. We know what’s happening with Michigan tax law, local real estate trends, and regional economic shifts. But we also know where the broader markets are heading—and how to balance your portfolio accordingly.



Whether it’s Motor City manufacturing or international ETFs, we’ll help you diversify and grow.

Sure, we’re credentialed. But we’re also approachable, human, and ready to explain how your investments actually work without sounding like a walking calculator. You’ll get strategy, transparency, and zero stuffy meetings.



We’re the kind of advisors you’d run into at Eastern Market, not just some voice on the phone rattling off acronyms.

No Suits, No Nonsense

We Actually Speak “Human”

If you've ever nodded through a conversation with a financial advisor while secretly Googling what they just said... you’re not alone. Straight Talk CPAs breaks things down so they make sense. No confusing lingo. No talking over your head.

The Straight Talk Difference: A Detroit Story

Meet Marcus, a freelance graphic designer with a growing client base, a young family, and zero time to sort out his investments. He was socking money away into a savings account that was doing, well... nothing.


Marcus came to us feeling behind on everything. Retirement? A blur. College fund? What college fund? We sat down (coffee and coneys included) and walked through his goals, fears, and vision for the future.


Here’s what we did:

  • Built a diversified portfolio tailored to his risk comfort and income level
  • Created a retirement and education savings roadmap
  • Helped him set up automatic contributions so he could “set it and forget it”
  • Tied in tax planning strategies to minimize year-end surprises

Two years later, Marcus isn’t just surviving—he’s thriving. His investments are growing, he finally feels in control, and he’s even started talking about buying a rental property. The best part? He told us,

“This is the first time I’ve felt like my money’s working for me instead of against me.”

Explore Our All Services in Detroit, MI

List of Services

Why Choose Straight Talk CPAs?

Because we’re not just your investment advisors—we’re your financial hype team.

Here’s what makes us different:

  • We speak plain English (and maybe a little Detroit slang)
  • We tailor strategies to your actual goals—no cookie-cutter plans
  • We blend tech + human connection seamlessly
  • We celebrate your financial wins like we’re part of the family
  • We’re CPAs too—so tax smarts come standard

FAQs

  • Do I need a ton of money to get started with investment advice?

    Not at all! We work with everyone—from first-time investors to folks managing larger portfolios. If you’ve got financial goals, we’ve got tools to help you get there.

  • How often do we meet?

    Totally up to you. Some clients check in quarterly, others prefer monthly or even “on-call” style. We’ll find your rhythm.

  • What if I don’t know much about investing?

    Even better! We love educating our clients. You don’t need to be an expert—that’s our job. We’ll walk you through everything, as many times as it takes.

  • Can you also help with taxes?

    Absolutely. We’re CPAs first, so we make sure your investment plan and tax strategy are aligned.

  • What’s your investment philosophy?

    Smart, steady growth. We focus on diversification, long-term strategy, and helping you hit your goals—without chasing gimmicks or trends.

  • How do you charge?

    We’re fee-based and fully transparent. You’ll know exactly what you’re paying (and why) before we start working together.