Plan for life

Young family on beach

At BLS Financial Partners, our wealth management philosophy is simple: we provide investment and planning insight to help you make the best financial decisions. In fact, we believe many of our clients think of us as their "personal CFO."

BLS Financial Partners

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jonathan M. Modiano

    Jonathan Modiano

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Jon has been with UBS for 18 years since graduating from Western Michigan University, where he received his B.A. in Business Administration. After completing advanced studies, he received his Wealth Advisor designation. Jon enjoys water skiing and is a collector of fine wines. He and his wife, Erin, live in Orchard Lake and they have three sons.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Western Michigan University
    • Wealth Advisor
    32300 Northwestern Highway
    Suite 150
    Farmington Hills, MI 48334
  • Mark Steinberg

    Mark Steinberg

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Mark is a 22-year veteran of the financial services industry. Prior to his career in the financial services industry, Mark was a senior executive with a major Detroit–based company. After completing advanced study, he received the Certified Financial Planner™ designation.

    Mark has a M.B.A. and a B.A. from Michigan State University. Active in the community, Mark serves on the boards of Huron Valley Sinai Hospital and the Lakes Area Chamber of Commerce. He is an avid boater and golfer and is a member of Edgewood Country Club in Commerce.

    Mark Steinberg holds FINRA series 7, 31, 65 & 66 securities licenses and is a registered California Insurance Agent (0E61713).

      • Michigan State University
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Retirement Planning Counselor℠
      • Wealth Advisor
      32300 Northwestern Highway
      Suite 150
      Farmington Hills, MI 48334
    • Adam Jones

      Adam Jones

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • NJ
      • NV
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      Adam has been in the financial services industry for 13 years and joined BLS Financial Partners in 2011. He has a B.A. in Finance from Michigan State University. Adam and his wife, Cindy, have two daughters, Charlotte and Lillian.  He is an avid golfer and is a member of Edgewood Country Club in Commerce.

        • Michigan State University
        • Wealth Advisor
        32300 Northwestern Highway
        Suite 150
        Farmington Hills, MI 48334
      • John Bush

        John Bush

        Managing Director

        Financial Advisor

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        • CO
        • FL
        • MI

        John joined BLS Financial Partners on September 1, 2021.  He most recently was the Market Head of UBS Michigan, with the responsibility for the offices across the state.  John brings nearly 40 years of industry experience, talent and commitment to each of our client relationships and will be a valuable addition to BLS Financial Partners.  John graduated from Michigan State University.  He and his wife, Julie, enjoy spending time with their three sons and seven grandchildren.  John also volunteers with Care House of Oakland County and Venture for America.

          • Michigan State University
            32300 Northwestern Highway
            Suite 150
            Farmington Hills, MI 48334
          • Daniel Joseph Welsh

            Daniel Welsh

            Senior Wealth Strategy Associate

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            • FL
            • MI
            • NY
            • OH

            Dan joined the BLS Financial Partners in 2018 just shortly after graduating from Ole Miss with a B.A. in both Managerial Finance and Real Estate. He is an avid golfer, snowboarder, and hopes to live long enough to one day see the Detroit Lions win a Super Bowl.

              • University of Mississippi
                32300 Northwestern Highway
                Suite 150
                Farmington Hills, MI 48334
              • David Boor

                David Boor

                Managing Director–Wealth Management

                Financial Advisor

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                • AZ
                • CA
                • CO
                • CT
                • DC
                • DE
                • FL
                • GA
                • HI
                • IL
                • IN
                • LA
                • MA
                • MD
                • MI
                • MN
                • MO
                • NC
                • NJ
                • NV
                • NY
                • OH
                • PA
                • SC
                • TN
                • TX
                • UT
                • VA
                • WA

                Dave is a 38-year veteran of the financial services industry and the founding partner of BLS Financial Partners. At UBS, Dave is a member of UBS’s Chairman’s Council, a select group of the firm’s most distinguished Advisors.  

                Dave spent 22 years at Merrill Lynch before joining UBS in 2005.  Dave earned both his M.B.A. in Finance and B.A. from Michigan State University. He is active in his community and works closely with Dr. Gary Burnstein Community Health Clinic, Michigan Animal Welfare Foundation and Gleaners Community Food Bank of Southeastern Michigan. He is an avid bowler and golfer.

                • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
                • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
                  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

                • Michigan State University
                  32300 Northwestern Highway
                  Suite 150
                  Farmington Hills, MI 48334

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                Relationships come first

                Relationships come first

                Focused on you, planning for what matters

                Focused on you, planning for what matters

                Collaboration delivers more

                Collaboration delivers more

                Helping our clients address their life priorities

                We know your financial life encompasses much more than the current markets. No matter what milestones you’re working toward, we’re committed to delivering the guidance you need most. Advice. Beyond investing.

                • Planning across generations
                  We understand the dynamics of family relationships and their impact on financial decision making.
                • Business and career change
                  We’ve worked with many key business leaders who have embarked on new careers and professional experiences
                • Life transition for women
                  By empowering you with the tools and planning skills to make the best choices, we can help you navigate the financial and legal challenges you may face during separation, divorce or widowhood.

                Backed by the strength of UBS

                A global leader in wealth management

                Global leader

                UBS is a world-leading wealth manager

                #1

                For Ultra-High Net Worth clients

                Euromoney Private Banking and Wealth Management Survey, 2016-2022

                #1

                Serving Business Owners

                Euromoney Private Banking and Wealth Management Survey, 2020

                Insights