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We Give You Your Time Back

After four decades in this business, we know what matters isn't beating some benchmark. It's whether you can stop worrying about the market noise and focus on the people and plans that matter most to you.

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What We Do 
Financial Guidance Without the Noise

You're drowning in information but still not sure if you're making the right decisions. You've spent years building something, and now you're wondering what it's actually for and whether you can finally use it. The daily headlines and market swings pull your attention away from the life you're trying to live, and you're tired of spending your energy on things that may not even matter.

Who We Help
People Who Value
Relationships Over Returns

We work with you if you want an advisor you can trust through every stage of your financial life.

Couples Navigating Transitions

Couples Navigating Transitions

You're taking control of your finances during a life change and need someone who understands what you're facing.

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Planning for or Living in Retirement

Planning for or Living in Retirement

You're wondering if the numbers work, or you're already there and need your savings to become a reliable income.

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Families Building Something Lasting

Families Building Something Lasting

You're planning for the people you love and want guidance that considers everyone who matters to you.

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Next Generation Investors

Next Generation Investors

You're starting to build wealth and want an advisor who will grow with you over the decades ahead.

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How We Help
Comprehensive Guidance for Your Financial Life

Your financial decisions don't exist in isolation. We address what matters most by looking at the full picture and coordinating every piece to support the life you want.

Who We Are
Four Decades of Experience,
Built on Something Personal

Marc Livernois founded MSDR Partners in 2023 after 40 years in this business because he wanted the freedom to do things the right way: with complete independence and total focus on the people who trust us. Based in Grand Haven, Michigan, we're driven by a simple belief that this work is deeply personal, and it should be treated that way.

Our Process
How We Work Together

The Speed Date

We meet to see if we're a good fit and understand what's keeping you up at night.

The Lunch Date

We dig deeper into the top concerns from our first conversation and explore what matters most right now.

The Dinner Meeting

We present the menu, agree on a plan that makes sense for you, and get the check to move forward.

The Follow-Up

We stay in regular contact to adjust as your life changes and keep you on track toward your goals.

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When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Contact Us
Ready to Talk?

If you're looking for an advisor who will be there for you through whatever comes next, let's start with a conversation. Reach out, and we'll set up a time to see if we're a good fit.

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