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Darren Ford

Advisor at Triangle Wealth Management

Updated today

Location

Saranac, MI

Credentials

Series 65

Industry experience

3 years

About

Darren Ford is a financial advisor at Triangle Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at AdvisorEngine and Abrigo. Outside of his advisory role, he creates educational content for CFA candidates through AnalystPrep. Triangle Wealth Management serves individual clients, corporate pension plans, charitable institutions, and other entities, offering portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools and fundamental securities analysis to create tailored investment portfolios.

Client services

Based on Triangle Wealth Management

Portfolio management Educational seminars or workshops

Expertise

Based on Triangle Wealth Management

General retirement planning

Fee options

Percentage

$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Other

Account minimum: $100,000

Location

Saranac, MI

Most active in

Michigan · North Carolina

Work history

Triangle Wealth Management

2022 - Present (4 years)

AdvisorEngine

2020 - 2022 (2 years)

Abrigo

2019 - 2020 (1 year)

Business Acquisition and Merger Associates

2019 - 2019 (1 year)

Wake Forest University

2018 - 2019 (1 year)

Ameriprise Financial

2017 - 2018 (1 year)

Northwestern Mutual

2017 - 2017 (1 year)

Iverson Lumber

2016 - 2016 (1 year)

Hope College

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dana E

CFP®, Series 66

Ada, MI

Upbeat Financial

Dana Edwards is a Certified Financial Planner® with nine years of industry experience. He is the principal advisor at Upbeat Financial, an independent firm based in Ada, Michigan. Edwards also holds credentials as an Enrolled Agent with the IRS, providing tax preparation and representation services in addition to his advisory role. Upbeat Financial serves individuals, families, trusts, small businesses, plan participants, and charitable organizations, offering comprehensive financial planning, tax preparation, and insurance planning. The firm operates primarily on a non-discretionary basis, partnering with third-party investment advisors and emphasizing efficient-market principles and buy-and-hold strategies.

Life insurance needs analysis Long-term care insurance Disability insurance Retirement income strategy College savings (529s, UTMA, etc.)
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Scott P

Series 63, Series 65

Ada, MI

Advosion

Scott Pruski is the founder and sole advisor at Advosion, an independent firm based in Ada, Michigan. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Pruski is also the founder of 4tB Helmets, LLC, a venture focused on developing improved cycling and snow sports helmets. Advosion serves individuals, families, and closely-held businesses or trusts with financial planning and discretionary investment management. The firm emphasizes open-architecture, globally diversified portfolios aligned with clients’ priorities and offers a process-oriented Life-Centric Planning engagement alongside a discretionary portfolio service called Real-Life Investing.

Equity compensation tax strategy Retirement income strategy Cash flow / budgeting Retirement withdrawal strategies Options & derivatives strategies

Stephanie T

CFP®

Ada, MI

Golden Goose Wealth Planning

Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Founder/Business Owner Female Executives Divorced Women Women Professionals Gen X (Born 1965-1980)
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John G

Series 65

Ada, MI

Measured Strategies LLC

John Gunther is a financial advisor at Measured Strategies LLC in Ada, MI, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Kaufman, Rossin & Co., P.A., and Ascendo Resources. Measured Strategies provides portfolio management, financial planning, and optional tax preparation services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating cyclical, fundamental, quantitative, and technical analysis across various asset classes, with a focus on discretionary management guided by individualized Investment Policy Statements.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)
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Adam M

Series 66

Alto, MI

RBS Wealth Management

Adam Minor is a financial advisor at RBS Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and several other firms. Outside of his advisory role, he is active as a Realtor with United Realty Services. RBS Wealth Management provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm employs a range of investment strategies and asset classes, combining fundamental and technical analysis to tailor portfolios to client objectives.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Life insurance needs analysis Founder/Business Owner Executive
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Esteban H

Series 63, Series 65

Ada, MI

Measured Strategies LLC

Esteban Hernandez is a financial advisor at Measured Strategies LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avant-Garde Capital LLC and WealthSource Partners, LLC, as well as at Florida Atlantic University. Esteban is also a non-managing member of FH Investments LLC, a family investment partnership. Measured Strategies LLC provides portfolio management, financial planning, and optional tax preparation services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach that integrates cyclical, fundamental, quantitative, and technical analysis, managing approximately $23.5 million across a small number of accounts.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)
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