- (248) 963-7337
- marc@labadiefinancial.com
- Schedule Appointment
Our legacy is
preserving yours.
A virtual Wealth Management firm, providing expert advice.
labadie financial proudly featured in
our services
A retirement planning expert to
your legacy.
Our focus is on growing and maintaining trust with each of our clients. We are committed to utilizing cutting-edge technology that will make your financial plan more effective and efficient.
meet our founder
"My mentors paved a path to success for me by sharing their expertise. Labadie Financial was created with this legacy in mind."
Professionally, I am a highly trained advisor, benefiting tremendously from mentorship. Early in my career I was taught the importance of being a well-educated expert, constantly pursuing knowledge.
Explore our benefits of being virtual.
A well-crafted financial plan is only as good as its contingency plan. A foundation of basic estate planning documents and insurance plans create a solid foundation to build from.
comfort
Meet, plan, and review in the comfort of your home, office, or vacation spot. If you move, we will be there too.
location
Choose your expert that is best suited for your needs. Gone are the days of being limited to an expert in your geographic area.
value
Eliminating office overhead affords us the luxury of focusing on technology enhancements that benefit our clients.
Providing top-tier financial services to clients regardless of location.
expanding our reach
Our shift to remote work over 4 years ago has significantly expanded our geographic reach, allowing us to serve clients across a wider range of locations. By eliminating geographic limitations, we have attracted clients from diverse regions, fostering greater flexibility and responsiveness.
our process
1. Earn Trust
Being referred to us creates a sense of implied trust. We explore values to determine if a mutually beneficial relationship can be created.
2. Seek to Understand
Clearly defining your risk tolerance is at the forefront of creating a customized plan. We utilize behavioral and financial risk assessments to precisely match your feelings about risk to your portfolios actual risk.
3. Planning opportunities
Developing a customized plan that encompasses your goals and risk profile, presented in a concise manner, and monitored routinely to ensure we never lose sight of what’s most important to you.
Labadie Financial would love your feedback!
Please take our 2025 survey.
4.8/5 Effectiveness of Services
4.7/5
4.8/5 Communication & Professionalism
4.7/5
(248) 963-7337
Reach your desired retirement and financial goals.
- Give us a call at (248) 963-7337
