(810) 588-6498 info@epadvisornetwork.com

Going Independent Never Looked This Good

Private Wealth Management Done Right

Caitlin John

Personal, Transparent Fiduciary Approach to Financial Planning and Wealth Management for Your Clients!

Who We Are

Uniquely Caitlin John

Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As a Registered Investment Advisory firm we work with both individual and institutional investors. Our asset management style focuses on educating our clients on common misconceptions in key areas of investing: true asset class diversification, benchmark correlation, standard deviation and how important risk-adjusted returns are in today’s market environment. As a fee-based assets management firm, educating our clients invokes commitment on their part and accountability on behalf of our Advisors and the firm as a whole.

Our client services extend beyond asset management to provide strategic tax planning and wealth transfer strategies for both retirees and persons preparing for retirement. With our family lineage extending beyond forty years serving clients, Caitlin John is the culmination of our experience and passion. Our mission is to seek, introduce and deliver the most refined and forward thinking financial strategies and management techniques to our clients. Our foundation of ethics and performance standards are driven by one thing: Stewardship.

The New Financial Frontier

Why is Caitlin John the Best Option for IARs?

If you’ve been thinking about becoming an IAR (Investment Advisor Representative) or have been wanting to make a change, here are the top 5 reasons we might be the right firm for you:

 

    1. We are Fiercely Independent
    2. A Smarter Way to Invest
    3. We offer an amazing level of support
    4. Great compliance without handcuffs
    5. Plug & Play Marketing Platforms

LET'S TALK

Start Exploring the New Financial Frontier, Today!

Broker Vs Fiduciary

What is the Fiduciary Difference?

If you have been thinking about why becoming an IAR, Investment Advisor Representative, with an amazing firm might be the way to build your business view this video.

LET'S TALK

Start Exploring the New Financial Frontier, Today!

Our Blog

Informational & Educational

Accelerated Benefit Riders

Accelerated Benefit Riders

The video above shows a testimonial from Chris Edwards, a client that took advantage of AIG's Accelerated Benefit Rider and how it helped not only him but his family as well. Chris had not had any medical or health issues that would have caused any worry for the...

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What makes a good fiduciary?

What makes a good fiduciary?

A strong client relationship is important, but sometimes it is not enough. To be successful, other disciplines can’t be ignored.  Ask yourself what do investors look for in a financial advisor? It seems like a simple question to answer, but it’s not.  Remind clients...

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How Social Networks Can Help You Build!

How Social Networks Can Help You Build!

Why should you join social networks to help make your business connections stronger? Sometimes, it can seem like social networking is a way to spend a lot of time and not really a networking venue at all. Here's how to translate your social networking into real-life...

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(810) 588-6498

info@epadvisornetwork.com

1024 E. Grand River Ave.Brighton MI, 48116