About Us

A better way to meet client needs.

Telemus was founded in 2005 as an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions. We currently manage or advise on approximately $3 billion of investment assets for high net worth individuals and families, endowments and foundations, and select institutions. Telemus was created with the belief that our clients deserve a more imaginative approach than what was available from traditional firms. Our founders shared a strong conviction that there was a better way to meet client needs.

$3 Billion

Assets under management*
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15

Years serving clients

40 +

Experienced Telemates

Telemus is among the most trusted and respected firms of its kind in the country.

Telemus has been featured in:

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Who We Serve

We have built a firm that is especially well suited for serving eight specific types of people or institutions - we call these our “communities”. To learn more about this approach, click on the community below that feels like you.

INSTITUTIONAL INVESTORS

COMPANY EXECUTIVES

We help clients make smart decisions with their money.

We help clients make smart decisions with their money, by providing objective, strategic advice and tactical guidance on important financial matters. This helps you prioritize goals and determine which strategies best compliment your personal financial objectives. In addition to financial planning, cash budgeting, tax advisory and wealth transfer planning, we offer advice and guidance on a variety of their financial decisions.

See our solutions

Trusted Advisors. Serving You.

Each client works with a wealth management team headed by a relationship manager. As an advisor, not a salesperson, they work on behalf of the client. Through a deep and thoughtful exploration process with a unique team of experts, we help define what financial and personal achievement means to you.

Meet the team

Part of Focus Financial Partners

Telemus became a partner firm of Focus Financial Partners (“Focus”) in 2013. Focus Financial Partners Inc. is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit focusfinancialpartners.com