Month: July 2026
Families now have a new way to save for a child’s future. As of July 4, 2026, parents and other loved ones can fund a new type of account often […]
We are excited to share that Melissa Joy has been named to AdvisorHub’s Advisors to Watch RIAs 2026 list. The list recognizes registered investment advisors who are building high-quality practices […]
We are pleased to share that Melissa Joy has been named to the AdvisorHub 200 Women Advisors to Watch 2026, a recognition that highlights women in wealth management who are […]
We are honored to share that Melissa Joy has been named to Forbes’ 2026 Top Women Wealth Advisors Best-in-State list for Michigan, a national ranking that recognizes many of the […]
We have some exciting news to share! Pearl Planning has been named one of the 2026 Michigan 50 Companies to Watch, an honor awarded each year by Michigan Celebrates Small […]