Farmington Hills, Michigan

Wealth built
on understanding
what matters
to you.

Kevin W. Latta brings decades of focused experience as a Merrill Lynch Wealth Management Advisor, delivering personalized strategies that align your financial life with your values.

Based in Farmington Hills, serving clients across Southeast Michigan with a commitment to clarity, integrity, and results.

Schedule a consultation
Professional financial advisor reviewing client portfolio

20+

Years of dedicated service to clients in Southeast Michigan

Trusted financial guidance since 2003
The Approach

A plan is only as strong as the relationship behind it.

01

Listen deeply

Every financial journey begins with understanding your story — your goals, your concerns, your definition of security. I take the time to truly hear what you're building toward.

02

Design with precision

Using the resources of Merrill Lynch and a disciplined investment philosophy, I craft strategies tailored to your timeline, risk tolerance, and life stage — not a one-size-fits-all template.

03

Stay the course

Markets shift. Life changes. I provide ongoing guidance, regular check-ins, and the steady hand you need to stay focused on what matters most — even when uncertainty rises.

Services

Comprehensive financial
solutions

From retirement planning to estate considerations, I offer a full spectrum of wealth management services designed to protect and grow your assets through every chapter of life.

Investment Management

Customized portfolio construction and ongoing management aligned with your objectives, time horizon, and comfort with risk.

Retirement Planning

Thoughtful strategies to help you transition from accumulation to distribution with confidence and financial independence.

Risk Management

Insurance and protection strategies to safeguard your family, your business, and your accumulated wealth against the unexpected.

Estate Planning

Structured approaches to preserve and transfer your wealth according to your wishes, minimizing tax impact for your heirs.

Tax Strategies

Insightful tax-aware planning to help you keep more of what you earn, through retirement accounts, tax-loss harvesting, and more.

Business Owner Services

Retirement plans, key employee coverage, and succession planning to protect and grow your business alongside your personal wealth.

Kevin W. Latta meeting with a client in Farmington Hills
About

A career built on
trust and results

As a Wealth Management Advisor with Merrill Lynch, Kevin W. Latta has spent over two decades helping individuals, families, and business owners in the Farmington Hills community navigate the complexities of wealth management.

His practice is rooted in a simple belief: financial advice should be personal, transparent, and aligned with each client's unique circumstances. No generic strategies. No pressure. Just clear, thoughtful guidance from a professional who takes the time to understand.

Merrill

Lynch Affiliation

Farmington

Hills, Michigan

"Kevin didn't just create a financial plan — he helped me understand what I was truly working toward, and gave me the confidence to move forward with clarity."
A valued client
Get in Touch

Let's start a
conversation

Whether you're planning for retirement, looking to optimize your investments, or exploring wealth preservation strategies, I'd welcome the opportunity to learn about your goals.

Phone

248-488-5054

Office

39001 W 12 Mile Rd

Farmington Hills, MI 48331

Hours

Monday – Friday: 9:00 AM – 5:00 PM

Weekends by appointment

Request a consultation

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