Siena Wealth Advisors
of Grand Ledge
has taken a unique approach to investment advising and turned it into a growing, nationally- recognized success in less than a decade. The company, formally known as Siena Capital Management, LLC, has changed its name and branding to better reflect the scope of their services as they continue to grow.
“Our competition exited when the economy collapsed,” says co-founder of Siena Wealth Advisors Stephen Hicks. “While they were doing that, we were growing.”
Hicks was trained as both a lawyer and CPA in Chicago where he then practiced law and working at the Chicago Mercantile Exchange. It was the desire to start his own business that brought him back to the Lansing area, where he originated.
“I was in my mid-thirties and I said, if I’m going to start my own firm, I’m going to do it now,” says Hicks. “There was one person in Michigan whose type of investing resonated with my own.”
That person was Roger Millbrook, and the two became business partners in Grand Ledge in 2005. Since that time the business acquired a second account firm, opened a second office, hired seven employees and received accolades as one of the nation’s best investment advisory firms by two national trade publications.
The company has earned such recognition for their unique fee-only, Institutional investing strategies for high-net worth individuals, businesses and nonprofits. And the growth is set to continue.
Hicks estimates the firm will open an additional office and add 12 additional staff over the next five years.