Michael DiBartolomeo, JD, AIF

More than just an advisor, Michael A. DiBartolomeo is your valued partner in navigating the financial journey. After navigating the complexities of the financial world himself, including researching the fallout of the 2008 subprime mortgage crisis, Michael transitioned his legal expertise to a passion for guiding individuals and families towards financial independence.

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A Focus on Life, Not Just Numbers

While Michael leverages his impressive qualifications, including the AIF® and Series 6 and 7 held through LPL Financial and Series 63 designation held through LPL Financial and Stratos Wealth Partners, he understands that true financial planning goes beyond numbers. He specializes in retirement planning, wealth management, investments, small business retirement strategies, and education planning, all while keeping your unique goals and lifestyle at the forefront.

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Investing in Community

Michael's commitment extends beyond the office walls. He actively invests in his community, dedicating his time to youth sports, conservation efforts, and youth mentorship programs. Whether cheering on his sons Owen and Nolan at a baseball game, assisting young wrestlers, or leading outdoor adventures, Michael believes in fostering a brighter future for the next generation.

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Experience Meets Empathy

With 10 years of experience and a Juris Doctor, from Western Michigan University Cooley Law School, coupled with an undergraduate and master’s degree programs at California University of Pennsylvania, Michael brings a comprehensive perspective to your financial journey. He is a managing partner at The Kelley Financial Group, where he works closely with clients to design tailored strategies that align with their values and dreams.