Back to all People
Joel Van Buren,
CFP®
Vice President, Client Relationship Manager
Ann Arbor, MI
Joel Van Buren,
CFP®
Vice President, Client Relationship Manager
Ann Arbor, MI
Decided to pursue a career in wealth management as a teenager, viewing the field as a way to combine his interests in economics, finance, and psychology while working closely with members of his community.
Focuses on guiding his clients, especially those approaching or in retirement, by helping them navigate financial decisions involving equity compensation and concentrated securities. He integrates tax, estate, and charitable planning with diversified portfolio construction to provide clients with confidence and clarity.
Began his career in financial services by serving as a Financial Planning Intern at Shotwell Rutter Baer Financial Planners, before graduating and working for Exchange Capital Management as an Investment Advisor prior to its partnership with Lido in 2025.
B.A., Finance; Minor in International Business, Michigan State University
Lido Advisors, LLC does not provide legal or tax advice. Please consult an attorney or tax advisor should you require such services.
Request an Introduction
