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StraightLine

Troy, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Jun 2026

Overview

StraightLine works with individuals and families who are seeking the services of an independent Financial Advisor for professional investment management and financial planning services. Additionally, StraightLine works directly with employers to support the general education, communication, and advice needs of employees participating in their 401k, 403b, or 457 retirement plans. ​DISCLOSURE: ​Information presented is for informational purposes only. StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. StraightLine is not required to update information presented, unless otherwise required by applicable law. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.

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Contact Details

info@straightline.com

Troy, United States (US)

Founded

2002

Employees

20-30

Categories

Keywords

#Financial Planning

#Investment Management

#Financial Education

#Higher Education

#Discretionary Investment Management

#Cash Management

#Portfolio Allocation

#Budget Analysis

#Financial Wellness

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