Tony Soave


Chartered Financial Consultant®
Registered Principal

Tony Soave's career has spanned a range of positions and market cycles, giving him the broad experience necessary to provide each one of his clients with sound financial planning and invaluable advice. He cares intrinsically about each client's desires, simplifying the process and working alongside them to address their goals and financial futures.

Tony received his Master of Arts in Management from Ball State University. In his career, he spent time as an Insurance & Estate Planning Specialist with Merrill Lynch, an advisor with Paine Webber and a Vice President with American Funds. Along the way, he obtained his CLU and ChFC®. And today, he enjoys his role as a financial advisor in the Grand Rapids office.

Coming from a broad-based background in portfolio management, estate planning, insurance, and financial planning, Tony embraces a planning-based, consultative process. This process creates a specific plan for each client, molding each one to work in that unique situation and never assuming that tactics that have worked for other clients are applicable across the board. He works closely and personally with every client to determine their objectives, risk tolerance, liquidity requirements, time frame, and estate and family goals. He aims to simplify, making the process accessible to his clients at all stages, so that the right decisions naturally fall into place. His is a position of advice and guidance, but one that works with the client to find the perfect solution—a process grounded in knowledge, judgment, and experience.

A man of faith, Tony is married to his wife, Kate, and lives with daughters Alexandra, Christina and Francesca. When not at work, he enjoys spending time with his family, both traveling and skiing.

That’s Tony’s story. What’s yours?

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