About Us

James Carano
James Carano

Whether saving for a child's college education or planning an ideal retirement, Mr. Carano has been assisting clients in achieving their financial goals since starting the business in 2002. He has more than 30 years of financial experience including three years as a corporate controller for a Fortune 500 company. He is a CERTIFIED FINANCIAL PLANNER™  and a Registered Investment Advisor. He received his MBA in Finance from Wayne State University.

Neil Silver
Neil Silver

Neil Silver has extensive experience in the financial services industry at companies like Munder Capital Management, Northwestern Mutual Life and most recently, Prudential Financial. Neil earned his Chartered Financial Consultant Certification from the American College in Pennsylvania. He received his Bachelor of Science in Packaging Engineering from Michigan State University.

Neil will also be responsible for developing new clients and management of our corporate 401(k) program. He is a Registered Investment Advisor as well as a CERTIFIED FINANCIAL PLANNER™.

Stefanie Carano
Stefanie Carano

Stefanie Carano is a Communications Manager with Meridian Advisory Services.

She serves as a public relations associate, brand developer and website developer for the company. She has an MA in Journalism from Michigan State University.

Proudly Serving: Farmington Hills, West Bloomfield, Birmingham, Bloomfield Hills, Troy, MI