More About Us
It's important who you trust with your hard-earned savings. The more you know about who you chose to be your advisor, the more comfortable you will be. We hope this page helps you get to know us a little better.
We are a registered investment advisor based in southeastern Michigan about 25 minutes from Ann Arbor (Go Blue). We have been in business since 2008. We designed our business from the ground up to offer investment advisory services in the way we would want them if we were the client. As a matter of fact, every employee has accounts managed by our firm. So we invest the exact same way as our clients.
We also choose to be registered investment advisors to embrace the legal fiduciary duty required of registered investment advisors. We will always place your interests ahead of ours. We also don't want you to ever feel like an account number, so we limit the number of clients an advisor can manage to 150 clients.
We also bring a rigorous, academic-backed discipline to our investing methodology. Our founders have diverse backgrounds from accounting to engineering to law school and business school. We believe this combination brings the best of the science behind investing with a deep understanding of the financial world.
Finally, we love what we do and we love our clients. We wake up each day excited to help our clients meet their financial goals and insure they have the money to enjoy the many other aspects of their lives.
Meet The Team
KEN SVOBODA JD, CPA
Ken is a licensed CPA and Attorney and also co-founder of The Svoboda McDaniel Group, a CPA firm based in Northville. Previously, Ken was a Partner with PriceWaterhouseCoopers where he worked for over 23 years. He is an alumni of the University of Michigan Ross School of Business in Ann Arbor and Wayne State University Law School in Detroit.
Ken has extensive international experience and an in depth knowledge of the issues facing multinational companies.
Ken is a member of the American Institute of Certified Public Accountants, the Michigan Association of CPAs, the American Bar Association and the Michigan Bar Association.
During his career he has served on numerous boards and is currently a Vice President of the Detroit Historical Society and their Audit Committee Chairman. He also is a member of the Finance Committee for Sacred Heart Major Seminary in Detroit.
Ken Svoboda JD, CPA
CEO & Co-Founder
BRIAN D'APRILE MBA, CRPC, AAMS
After a 14 year career in the auto industry, Brian left Ford Motor Company in the summer of 2000 to chase his dreams of helping people manage their wealth with professionalism and integrity. He previously served as Managing Director for Main Street Financial Advisors, LLC and Managing Director for Symphony Financial Advisors, LLC. He also founded The 401k Studio LLC, in 2003, a first of its kind on-line 401k automated advisor.
He previously was an Engineering Manager for Global Vans for Ford Motor Company. He was awarded several Customer Driven Quality Awards during his time at Ford. He holds a Bachelors of Science Degree in Mechanical Engineering from Michigan State University and an MBA degree from the University of Michigan.
He also holds a Chartered Retirement Planning Counselor (CPRC) designation and an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
Brian D'Aprile MBA, CRPC, AAMS
CIO & Co-Founder
117 East Main Street | Suites 201 & 203 | Northville, MI 48167