Michael Lay
Regional Director, Partner
EP Wealth Advisors
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Contact Me
Send Michael a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.
Taking new clients with a $500,000 investment minimum.
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Get to Know Michael Lay
Michael is an experienced advisor who works closely with his team to develop and implement strategies aimed at driving business growth through the development of other financial advisors. He is committed to fostering a collaborative environment that helps advisors enhance their skills and, ultimately, better serve their clients.
Prior to joining EP Wealth, Michael served as Managing Director and Chief Operating Officer at Executive Wealth Management, where he played a key role in the growth and strategic vision of the firm and development of financial advisors, while also introducing new tools and resources to support their success.
Michael earned his Bachelor of Business Administration from the University of Michigan and earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2011, underscoring his commitment to high standards in the financial advisory profession. Beyond his professional responsibilities, Michael is deeply involved in his community. He serves as a voluntary board member for the Community Foundation of Livingston County. Along with his wife, Keri, he co-directs Engage Community Organization (ECO), a faith-based initiative aimed at fostering business and community development in their hometown of Fenton. Michael is also a devoted father of two and has opened his home to several youths and young adults from both local and international organizations.
In his personal time, Michael enjoys staying active by working out, participating in sports, and cheering on his alma mater, the University of Michigan.
I Can Help You With:
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients:
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
FAQ with Michael Lay
- Is EP Wealth a fiduciary?
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- Is EP Wealth a fiduciary?
As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.
- What does it mean to have a dedicated wealth team?
- Do you offer an initial consultation to see if we may be a fit?
- How does EP Wealth charge for its services?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Michael Lay's Designations and Affiliations
Media Mentions and Industry Involvement
Michael Lay is Featured on the Community Foundation for Southeast Michigan: "Mike Lay on giving back to his community"
Michael Lay is co-director of Engage Community Organization (ECO), a faith-based initiative aimed at fostering business and community development.
Michael Lay Serves as Vice Chair of the Advisory Committee for The Community Foundation for Livingston
Michael Lay is Mentioned in Wealth Management: "EP Wealth Acquires $1.6B Michigan Firm"
Michael Lay is Mentioned in Business Wire: "EP Wealth Advisors Expands National Presence Through Acquisition of Executive Wealth Management, LLC"
EP Wealth Advisors is a Member of the Greater Brighton Area Chamber of Commerce
Office Locations
135 West North Street - Brighton, MI 48116