Pearl News

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 […]

Welcome to Pearl Planning! Our onboarding video guides you through the exciting process of implementing your financial plan. Here’s what to expect: Getting Started: We’ll begin by opening accounts and […]

As we look back on 2024, we’ve celebrated everything from exciting personal milestones like weddings and births to professional achievements, such as team growth and community involvement. Our year has […]