Caitlin John, LLC

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Financial Planning and Wealth Management | Caitlin John (810) 355-1325 | support@caitlinjohn.com | Advisor Login Employing a Powerfully Personal, Transparent, Fiduciary Approach to Financial Planning and Wealth Management for Our Clients Employing a Powerfully Personal, Transparent, Fiduciary Approach to Financial Planning and Wealth Management for Our Clients Start Planning For Your Future Today The Caitlin John Story Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As an Independent Registered Investment Advisor (RIA) firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole. Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond fifty years serving clients, Caitlin John is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients

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