SIMPLYRIA ADVISOR NETWORK
SEC RegisteredEmploying a Powerfully Personal, Transparent, Fiduciary Approach to Financial Planning and Wealth Management for Our Clients
About the firm
Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan. As an Independent Registered Investment Advisor (RIA) firm, they work with both individual and institutional investors, focusing on asset management, strategic tax planning, and wealth transfer strategies. Their mission is to seek, introduce, and deliver refined and forward-thinking financial strategies and management techniques to their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, strategic tax planning, wealth transfer strategies, proprietary retirement income planning (NRI Max®), 1031 Exchanges, DSTs and QOZs, 401(k) management, annuities (hybrid and traditional), life insurance strategies, business strategies, and individual and family strategies.
Who they serve
Individual and institutional investors, including retirees and persons preparing for retirement, as well as small business owners and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 556 | $115M |
| High Net Worth Individuals | 46 | $94M |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
24 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIMPLYRIA ADVISOR NETWORK has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.