Darden Wealth Group logo

Darden Wealth Group

Updated today

Client assets under management

$345,252,489

Clients

264

38% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

66

Typical

Average account size

$1,307,775

About

Darden Wealth Group serves private individuals, university faculty, business owners, foundations, educational institutions, and nonprofit organizations, providing comprehensive wealth management, financial planning, retirement and pension consulting, business-owner advisory, and coordinated tax analysis and preparation through an independent CPA. The brochure describes both ongoing portfolio management and one-off or hourly planning engagements, as well as educational seminars and workshops for clients and the public.

The firm’s investment approach emphasizes fundamental analysis with a multi-year time horizon, supplemented by tactical allocations, cash management, and hedging when appropriate; portfolios commonly use individual stocks and bonds alongside ETFs and mutual funds. Darden Wealth Group accepts discretionary authority for ongoing accounts while allowing clients to set reasonable investment restrictions and to choose their preferred custodian.

Noteworthy details in the brochure include the firm’s periodic public and client-facing seminars and workshops and a dedicated business-owner service offered on a periodic basis, reflecting broader service offerings beyond typical individual wealth management. The firm also highlights pension consulting for plan sponsors and coordination with an independent CPA, and it lists business and institutional clients among its client types—suggesting capacity to work with less-common entity structures relative to many peers.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting

Occupation focus

Founder/Business Owner University Employee

Fee options

Fixed

Flat fee ranges from $1,500 to $25,000 per quarter depending on planning complexity; Pension Consulting setup fee $500 to $2,000

Percentage

$0 - $500,000: 2.00% $0 - $500,000: 0.50% on managed Individual Retirement Plan Assets (403(b)/401(a)/457/401(k) plans) $500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: Negotiable

Project-based

$400 per hour for hourly financial planning, educational seminars, and other one-off services

Other

Account minimum: $500,000 Minimum fee: Pension Consulting minimum fee of $5,000 annually Fee-only: Ongoing Wealth Management fees deducted quarterly; flat fee service available from $1,500 to $25,000 per quarter; hourly fee $400/hour; pension consulting fees with minimum $5,000 annually; tax analysis/preparation fees starting at $250

Main office location

Darden Wealth Group

415 Detroit St., Ste 100

Ann Arbor MI 48104, United States

Number of offices

1

Most active in

Arizona · California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Michigan · New Hampshire · New York · Ohio · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

David M

CFA®, Series 66

Ann Arbor, MI

Darden Wealth Group

David Mcneely is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Darden Wealth Group in Ann Arbor, MI. His prior roles include positions at Bank of America, Merrill Lynch, and SunTrust Investment Services. Darden Wealth Group provides wealth management and financial planning services primarily to private individuals, university faculty, business owners, foundations, and not-for-profit organizations. The firm employs a fundamental, bottom-up investment approach combined with macroeconomic and technical analysis, managing portfolios through a mix of individual stocks, bonds, and ETFs.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner University Employee
user avatar

Mark M

Series 63, Series 65

Ann Arbor, MI

Darden Wealth Group

Mark Minder is a financial advisor at Darden Wealth Group in Ann Arbor, MI, with 16 years of industry experience. He has held roles at Minder Planning Group, Chisholm & Darden Investment Advisors, and Darden Wealth Group since 2009. Minder serves as Treasurer on the Finance Committee for the Kiwanis Club of Flint Michigan, a nonprofit organization focused on supporting children and communities. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofits, providing wealth management, financial planning, retirement plan consulting, and educational seminars. The firm employs a fundamental, bottom-up investment approach combined with tactical allocations and hedging, managing portfolios primarily with stocks, bonds, and ETFs on a discretionary basis.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner University Employee
user avatar

Hylan M

Series 66

Ann Arbor, MI

Darden Wealth Group

Hylan Moises is a financial advisor with Darden Wealth Group in Ann Arbor, MI, holding a Series 66 designation and 21 years of industry experience. He previously worked at North Star Financial Consultants and Commonwealth Financial Network for 15 and 18 years, respectively. Outside of his advisory role, he is a member of Times 3 Ventures, LLC, a non-investment-related business. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and nonprofit organizations, focusing on wealth management, financial planning, and retirement plan consulting. The firm employs a fundamental, bottom-up investment approach supplemented by macroeconomic and technical analysis, managing portfolios through individual securities, bonds, and ETFs, often on a discretionary basis.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner University Employee
user avatar

Andrea D

Series 65, Series 66

Ann Arbor, MI

Darden Wealth Group

Andrea Darden is a financial advisor at Darden Wealth Group with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Darden Wealth Group since 2018, previously practicing at Chisholm & Darden from 2007 to 2018. Andrea serves on the board of the Michigan Research Institute, a nonprofit focused on developing technologies addressing national needs. Darden Wealth Group serves private individuals, university faculty, business owners, foundations, and other nonprofit organizations, primarily working with households that meet the firm’s investable-asset threshold. The firm employs a fundamental, bottom-up investment process combined with macroeconomic and technical analysis, offering discretionary portfolio management with a mix of individual securities, bonds, and ETFs.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner University Employee
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