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Mitchell De Brincat

Advisor at Ecos Wealth Advisors

Updated today

Location

Clarkston, MI 48346

Credentials

Series 65

Industry experience

< 1 year

About

Mitchell De Brincat is a financial advisor at Ecos Wealth Advisors with a Series 65 designation and less than one year of industry experience. His prior work includes roles in education at Saginaw Valley State University and teaching positions at Waldon Middle School and Lake Orion High School. Ecos Wealth Advisors is a small, supported registered investment adviser managing approximately $65.3 million for about 120 clients. The firm serves individuals, high-net-worth clients, plan sponsors, and business entities, providing discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting using a multi-method investment process within a long-term trading framework.

Client services

Based on Ecos Wealth Advisors

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Occupation focus

Based on Ecos Wealth Advisors

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.30% $3,000,001 - $4,500,000: 1.10% $4,500,001 - $6,000,000: 0.90% $6,000,001 - $10,000,000: 0.70% $10,000,001+: Negotiable

Other

Fee-only: Comprehensive Financial Planning provided complimentary or included with portfolio management services.

Location

5900 Lorac Suite #103

Clarkston, MI 48346

Most active in

Michigan

Work history

Ecos Wealth Advisors

2026 - Present (1 year)

Ecos Wealth Advisors

2025 - 2026 (1 year)

Ecos Wealth Advisors

2025 - 2025 (1 year)

Saginaw Valley State University

2025 - 2025 (1 year)

Farm Bureau

2025 - 2025 (1 year)

Saginaw Valley State University

2023 - 2025 (2 years)

Saginaw Valley State University

2022 - 2023 (1 year)

Saginaw Valley State University

2021 - 2022 (1 year)

State Wire and Terminal, Inc.

2021 - 2021 (1 year)

Waldon Middle School and Lake Orion High School

2016 - 2021 (5 years)

Disclosures

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

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Peter M

Series 65

Bloomfield Hills, MI

Sound Financial Planning LLC

Peter Mc Caffrey is a financial advisor at Sound Financial Planning LLC in Bloomfield Hills, MI. He holds a Series 65 designation and has one year of industry experience. Outside of financial advising, he has been a professional cellist with the Detroit Symphony Orchestra since 2012. Sound Financial Planning LLC provides fee-only, advice-only financial planning to individuals and high-net-worth clients, focusing on diversified, passive investment strategies and comprehensive financial planning without managing client assets or exercising investment discretion.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Kevin R

CFP®, Series 63, Series 65, Series 66

Rochester Hills, MI

Predmore Advisors LLC

Kevin Radell is a CFP® professional with 20 years of experience in financial advising. He is the principal at Predmore Advisors LLC and has previously worked at Morgan Stanley and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in fine art sales through Predmore Fine Art LLC and provides business consulting via Predmore Holdings Inc. Predmore Advisors LLC primarily manages pooled vehicles and institutional assets while also serving individual clients. The firm offers investment advisory services including retirement strategy analysis, cash-flow budgeting, diversification and insurance recommendations, and tax and estate planning, generally on a non-discretionary basis.

General retirement planning Cash flow / budgeting Wealth management General tax planning General estate planning guidance
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Philip M

Series 65

Lake Orion, MI

PDM Investment Services, LLC

Philip Michalek is the sole advisor at PDM Investment Services, LLC, an independent firm based in Lake Orion, MI. He holds a Series 65 designation and has 15 years of industry experience. Michalek has led PDM Investment Services since 2005. PDM Investment Services advises individual investors, including some high-net-worth households, providing portfolio analysis, discretionary management, and financial planning. The firm employs a combination of strategic adaptive and tactical equity allocation, using proprietary rating models and a long-term market indicator to guide investment decisions.

Retirement income strategy Social Security optimization Tax-loss harvesting Active portfolio management Income planning
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InvestShares Advisor Group Inc., InvestShares, and Wunderlich Securities, Inc. He has been with Objective Investments since 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers tailored portfolios using a variety of analytical methods and serves as a limited-scope ERISA 3(21) fiduciary for employer-sponsored retirement plans.

Active portfolio management Options & derivatives strategies

Paul F

CFP®, CFA®, ChFC®, EA

Commerce Township, MI

Tamma Capital LLC

I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.

Wealth management Parents Married/Couples/Partners Gen X (Born 1965-1980)
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