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Client Experience Elevated

Quality service

Client Experience Elevated

Listening first

We listen closely to our clients so we can better understand how we’re doing and where we can improve. Their feedback helps us build stronger relationships and create a client experience grounded in trust.

The feedback we receive from clients reflects the trusted advisor relationships we strive to build with every client.

98% of our clients agree that we deliver on our promises.
95% of our clients would recommend us to others.
95% of our clients reported that we exceed their expectations.

We believe these results reflect more than satisfaction alone. They reflect the relationships we build and the way we work with our clients every day.

How we deliver

Great advisor relationships are built through listening, trust, and consistent care. We see every relationship as a long-term strategic partnership rooted in understanding, transparency, and practical guidance. We take the time to understand your organization, your goals, and the challenges in front of you — so the advice we provide is relevant and practical.

Our commitments reflect that approach: personal, proactive, and focused on helping you feel supported, informed, and confident at every step.

Quality service

You can expect high-quality service that keeps your goals, priorities, and best interests at the center.

Collective expertise

You benefit from the collective strength of our firm, bringing together the right experience and insight to support your needs.

Trust

We build trust through transparency, reliability, and a consistent focus on doing what’s right for our clients.

Proactive support

Our approach is personal and proactive, built around understanding your needs and anticipating what’s next.

The trusted advisor impact

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The best advisor relationships aren’t defined by a single engagement or service. They’re built over time through understanding, responsiveness, and a genuine investment in your organization’s success.

At Plante Moran, client experience is shaped by the trusted advisors, advisory services, and specialized expertise you have around you. As opportunities emerge or priorities shift, we bring together the right specialists, perspectives, and ideas across our firm to help you solve challenges, plan ahead, and keep moving forward.

That’s the difference a trusted advisor can make.

Our client experience in their words

Consumer packaged goods industry professionals in a warehouse

Gorilla Glue

A dependable partner for DIY projects, repairs, and crafts with trusted glues, tapes, and adhesives.

A lion resting and laying on top of a large rock

Lincoln Park Zoo

The story behind educating and inspiring visitors, protecting the world’s wildlife, and leaving a lasting impact at home and beyond.

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OhioHealth

Sustaining healthier communities through exceptional care.

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Carhartt

The story behind dependability and durable clothing for hardworking people everywhere.

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Better Made

Since 1930, a beloved snack staple making little moments special.

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New Belgium

For over 30 years, a cornerstone of world-class craft beer.

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Shedd Aquarium

For nearly a century, they’ve invited millions to learn about the wonders of our blue planet.

Rhode Island Airport

The story behind a commitment to on-time operations that enables more on-time hugs.

Connect with us

Whether you’re exploring accounting, tax, consulting, wealth management, or broader advisory services, we’re here to help.

If you’d like to connect with someone at Plante Moran, reach out and we’ll help direct you to the right team and the right next step.