Innovia Wealth is a boutique wealth management firm delivering personalized advice since 2007.
Our team-based, multidisciplinary approach helps clients navigate financial planning, tax, and estate strategies with confidence.
05/15/2026
Champions once again!
The Innovia team brought home the title at the 5th Annual Hoops & Handshakes tournament benefitting Special Olympics Michigan.
Great competition, great people, and an even greater cause.
05/08/2026
We’ve been named one of West Michigan’s Best & Brightest Companies to Work For in 2026!
A result of the team, the expectations we set, and the way we show up in the work.
The best is yet to come!
Award issued by the National Association for Business Resources based on employer survey criteria including workplace policies and employee feedback. The award is not indicative of Innovia Wealth’s investment performance, client experience, or future results.
04/23/2026
Innovia Wealth has been recognized by USA Today as one of its Best Financial Advisory Firms 2026.
The ranking is based on client and peer recommendations, along with sustained growth in assets under management.
This recognition reflects our continued focus on disciplined planning, fiduciary responsibility, and a long-term, client-centered approach.
New office. Same commitment.
We're excited to share that Innovia Wealth has officially opened its third Midwest office, further establishing our presence and building roots in the Metro Detroit area!
If you'd like to learn more or reconnect with Innovia, reach out to our local partner Mark Ghafari.