Mainstay Capital Management, LLC

Overview

Mainstay Capital Management, LLC is an independent, fee-only Registered Investment Advisor based in Grand Blanc, Michigan. The firm specializes in comprehensive financial planning and wealth management services, including the management of 401(k), 403(b), 457, IRA, and non-retirement accounts. They focus on managing workplace savings plan accounts as part of their overall wealth management solution. The firm's investment strategy encompasses a diverse range of asset classes, including fixed income, private equity, real estate, and venture capital. They engage in investments across various stages, such as growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily within the United States. Mainstay Capital Management has a track record of success, having been ranked among Barron's Top 100 Independent Wealth Advisors and Forbes' America's Top Wealth Advisors. CEO David Kudla is a Forbes contributor and the firm has made media appearances on Bloomberg, CNN, FOX Business, and CNBC. Their client-centric approach has earned the trust of healthcare professionals across the United States, offering specialized expertise and a holistic financial planning approach.