Derrick Glencer
Derrick Glencer, CFP®
Financial Advisor

Questions about your retirement?
Let me be your guide

Welcome, I am Derrick!

I am a CERTIFIED FINANCIAL PLANNER™ Practitioner for Gen X Execs and Soon-to-Be Retirees.

A fee-only financial planning practice, in Downtown Birmingham Michigan, specializing in Retirement Income Planning, Deferred Compensation Plans, Restricted Stock Units and, in general, individuals and families looking for a more meaningful relationship with their financial advisor.

I guide clients through the retirement planning process and help them understand their own personalized retirement strategy.

Here are my three primary objectives for each client relationship:

  • Reduce the worry surrounding your retirement
  • Increase the probability of your financial success
  • Help you choose and fund your own adventure

Take the first step!

Services we offer

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Longevity Planning

Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

Gen X Execs

Gen X Execs

06/10/2018
Ensuring you are maximizing the benefits that are being afforded to you.
Niches
Soon-To-Be Retirees

Soon-To-Be Retirees

06/10/2018
Helping with your financial planning so you can focus on what's important to you.
Niches
Families & Individuals

Families & Individuals

06/10/2018
A pragmatic approach to wealth management
Niches
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches

News & resources

Alternative investments: Thinking beyond the traditional asset classes

Alternative investments: Thinking beyond the traditional asset classes

Discover the reasons investors diversify their portfolio with alternative investments.
Markets & Investing
True fixed income: Are you comparing apples to oranges?

True fixed income: Are you comparing apples to oranges?

04/22/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
High inflation is never good, but markets have been overreacting

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market volatility is a normal feature of long-term investing

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Don’t let estate blunders get in the way of your wishes

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Define your personal philanthropic mission

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving
Reviewing the building blocks of the global food chain

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing
Odds and ends

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
CPI inflation and Federal Reserve rates decision: Back to the drawing board?

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Why the uptick in inflation isn't the start of a new trend

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Take your business skills to the nonprofit sector

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.
Business Ownership
Leveraging a non-occupant co-borrower to buy a home

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Price is what you pay. Value is what you get.
Warren Buffett

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use