Bob Toal Tom Post Ron Yolles
Bob Toal Tom Post Ron Yolles
Tom Post Ron Yolles
Meet the Diversified Portfolios Team
Defined by our independence and dedication to acting in your best interest, Diversified Portfolios, Inc. is a wealth management firm based in Bloomfield Hills, Michigan. A passion for building long-term relationships and a reliance on a fact-based investing process led us to found our partnership.
As financial services industry veterans, we’ve seen how a focus on investment performance and conflicts of interest over fees can distort the financial planning process and make it harder – rather than easier – for you to realize your goals. That’s why 100 percent of our compensation comes from advisory fees. We do not receive compensation from any other sources. Unlike brokers and bank-based advisors, we are fiduciaries and must put our clients’ needs before our own.
Combined, we have more than 80 years of experience in financial and investment planning. Whatever your situation – from a complex estate planning puzzle to a retirement income distribution issue and everything in between – we’ve either encountered it before or can bring to bear the weight of our collective knowledge to solve it.
More about Ron...Education • University of Michigan, B.A. with Honors • University of Michigan Law School, J.D. • Chartered Financial Analyst® Program, CFA designation Employment • Yolles-Samrah Wealth Management, LLC, Partner • Yolles Investment Management, Partner Professional & Volunteer Affiliations • CFA Society of Detroit • Council of Independent Financial Advisors • Fresh Air Society – Children’s Theater Camp • State Bar of Michigan • Jewish Federation of Detroit • Birmingham Community House • Jewish Family Service Books • Getting Started in Retirement Planning (J. Wiley & Sons, 2000) • You’re Retired, Now What? (J. Wiley & Sons, 1999)
More about Bob...Education • Albion College, B.A. in Economics • University of Detroit, J.D. and M.B.A. • Chartered Financial Analyst® Program, C.F.A. Designation Employment • Advance Capital Management, Inc., Portfolio Manager • Roney & Co., Stockbroker • Plante & Moran CPA, Tax Planning Professional Associations/Affiliations • CFA Society of Detroit • CFA Institute • State Bar of Colorado • State Bar of Michigan
More about Tom...Education • Cornell University, B.A. in History • Certified Financial Planner™, CFP Board of Standards Employment • Independence Advisors, Inc., Investment Advisor and Partner • Robert B. Aikens & Associates, Real Estate Development • Sparkman & Stephens, Inc., Yacht Brokerage Professional & Volunteer Affiliations • Financial Planning Association of Michigan • Birmingham Rotary Endowment Fund Investment Committee • Episcopal Diocese of Michigan Investment Committee • Christ Church Cranbrook Investment Committee