Toni Wander CPA, CFP®, CIMA®, CSRIC®
Partner and Wealth Planner
Toni's clients benefit from her 30 years of experience in all aspects of financial planning, including taxes, estate planning, retirement, investment management, cash flow management, education, insurance risk management, and socially responsible investing.
Toni started her financial career at Tisch Incorporated, an independent investment and insurance firm in Ann Arbor, during which time she studied and received her CFP® certification. After earning her Master of Accounting degree, she joined Plante Moran and helped high net worth individuals manage their portfolios and complete their tax returns. She then moved to the banking industry to build and lead the wealth planning department in a local community bank. Ten years later she Co-founded Legacy Wealth Partners, and she is thrilled to be independent, working to assist clients in developing and fulfilling their dreams.
Toni received her BA in philosophy, summa cum laude, from the University of Michigan in 1988, and her Master of Accounting degree from Eastern Michigan University in 1998. Toni is a Certified Financial Planner (CFP®) certified public accountant (CPA), Certified Investment Management Analyst (CIMA®) and received training in collaborative divorce. She has been awarded "Outstanding Service to the Collaborative Practice Institute of Michigan" and listed in "Who's Who in Executives and Professionals." Most recently, in 2020, Toni sat for and received a Chartered SRI Counselor® or CSRIC® designation, her highest and most prized achievement.
The CSRIC® program provides experienced financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments. Toni Wander is one of only a handful of advisors in the State of Michigan to receive the CSRIC® designation. It has brought her to believe that having a socially responsible portfolio no longer means giving up market returns - it means investing in forward-looking companies that have a competitive edge. If your goals also include creating a better world for the future and you would like to include Environmental, Social and Governmental factors into consideration, Toni can help you achieve this goal.
Toni lives in Ann Arbor with her husband and has two grown and successful children. She is active in her church and sings in the church choir. She enjoys vacationing in Northern Michigan, where she can climb sand dunes, hike in the woods, and spend time with friends and family.