Guiding Clients Toward Financial Confidence Since 1991

Decades of Experience in Financial Planning

Michael (Mike) Wallace has been a dedicated member of Financial Services of America since 1991, bringing over three decades of experience to his role as a trusted financial advisor. A graduate of Michigan State University with a Bachelor of Arts degree in Business, Mike has built a career focused on helping individuals and families pursue their financial goals with clarity and confidence.

Mike holds his life insurance, health insurance, annuity and variable contracts license through numerous state agencies.  Mike is an Investment Adviser Representative through FSA Advisors which allows him to provide comprehensive portfolios and tax managed portfolios which can include ETFs, stocks, bonds, mutual funds and structured products.

Mike’s credentials also include the Chartered Retirement Planning Counselor™, CRPC™ professional designation from the College for Financial Planning, highlighting his experience and knowledge in retirement planning strategies, tax efficiency, and asset management.

A Personalized Approach to Financial Planning

As a holistic advisor, Mike is passionate about simplifying the complexities of financial planning for his clients. Whether focusing on tax management, retirement strategies, or investment strategies, He is dedicated to developing thoughtful, personalized plans that reflect each client’s unique financial goals, while also recognizing that all financial strategies carry risks and that outcomes can be influenced by changing market conditions and individual circumstances.

Why Clients Trust Mike

Mike is known for his professional approach, attention to detail, and commitment to supporting clients as they work toward their financial goals. He works closely with individuals and families to develop strategies tailored to their unique needs, helping them navigate important financial decisions while acknowledging that all planning involves risk and evolving circumstances.

Life Beyond Work

When he’s not helping clients, Mike enjoys spending time with his wife and supporting his children’s sports, music, and various other activities. A passionate sports fan, Mike also loves traveling, playing golf, and staying active.

A Note from Mike:

“My goal is to help clients achieve financial confidence by providing clear, personalized strategies that align with their aspirations. Together, we can build a future they can feel confident about.”