History
Direct Financial, LLC, is a Registered Investment Advisor (RIA), and independent wealth management firm located in Bloomfield Hills, MI. Our goal is simple; help our clients live more enjoyable lives with simple, yet smart investment portfolios and holistic financial planning. Rob Shampine, is the Founder and Wealth Management Advisor. As an independent financial advisor, Rob's mission is help people nearing retirement, and those already in retirement build and protect their wealth, and to provide a legacy for their families and charities. If you are a working professional, business owner, or retired from either of these endeavors, and value the advice from specialists, we would love to talk with you! If your idea of retirement is to get the most out of life, travel and make great memories with friends and family, I look forward to meeting you soon. Rob Shampine Independent Financial Advisor
Specialties
At Direct Financial, LLC, our goal is simple; help our clients live more enjoyable lives with simple, yet smart investment portfolios and holistic financial planning.