Doug Newport, CFP®
Being a financial advisor means more than just understanding finances—it means being a trusted partner to my clients who understands their unique situations and goals and has a passion for helping them.
One of the best indicators of client satisfaction is a referral to friends or family—and often, that conversation is started by them saying, “I’ve got an investment guy.” So, as I thought about my brand, I wanted something that truly reflected who I am, the purpose of my business, and my approach to relationship building—and from there, Our Investment Guy was created.
To my clients—a sincere thank-you for your continued business and your trust in having me as your investment guy.
Doug Newport has more than 20 years of experience as a licensed investment advisor and is dedicated to helping his clients plan, save, and invest for their short- and long-term financial goals.
Doug became a CERTIFIED FINANCIAL PLANNER® practitioner in 2017 and became a independent financial advisor in 2018 with the purpose of providing the best financial solutions, personable service, and honest financial advice in an environment where clients are the number one priority—not sales quotas. Previously, Doug was an investment advisor at Fifth Third Bank.
Doug received a BA in business from Michigan State University and an MBA from Walsh College. He enjoys golfing, traveling with his wife, spending time at their cottage in Lexington, and Michigan State sports.
Doug has obtained the following securities registrations and licenses:
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
- Life, accident, and health insurance license for the state of Michigan