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Financial Advisors in Michigan

Adam Schwallier
Ada, MI

Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing you... See More

Highlights: Passive Investment Strategies, Estate Planning, Income Tax Planning, Registered Investment Advisor, 401k Rollover, Rollover Of 401k Or IRA, NAPFA Member, Retirement Planning, Comprehensive Financial Planning, 401K Consulting, Financial Planning, Fiduciary, Financial Planning Advice And Services, Retirement Income Planning, Family Financial Planning, IRA, Advisory And Investment Management, College Planning, CFP ®, Independent Investment Advisor

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when ... See More

Highlights: Retirement Planning, Wealth Management, Investment Management, Advisory And Investment Management, Retirement Income Planning, Investment Services, Mutual Funds, IRA, 401k Rollover, Stocks, Professional Wealth Management, Rollover Of 401k Or IRA
Shotwell Rutter Baer
Ann Arbor, MI

Elizabeth Baer, BA, CFP
Independent Registered Investment Advisory firm serving clients throughout Michigan with offices in Lansing, Ann Arbor, Cheboygan and Traverse City. Two CFP Professionals with expertise in every 'age' of financial circumstanc... See More

Todd Kephart, CFP, MBA
RIS's eight advisors have over 120 combined years of investment and planning experience and we now manage over $1.5 Billion for more than 1,100 clients, half of whom work at the University of Michigan or Eastern Michigan where ... See More

Core Financial Planning, LLC
Bloomfield Hills, MI

Howard Bayliss, CFP, CRPC
Thank you for this opportunity to introduce my firm to you. Hiring a financial planner is an important decision in your life and must be built on a foundation of trust. We seek to build life-long relationships with our clien... See More

Northern Financial Advisors, Inc.
Bloomfield Hills, MI

Richard Salmen, CFA, CFP, CTFA, EA, MBA
Our goal is to remove financial obstacles to help you lead a great life. Our approach to financial planning is to focus on the process rather than the product. We have structured our fee to be an open-ended r... See More

IAM Financial, LLC
East Lansing, MI

Richard Feight, CFP, EA
IAM Financial is a low cost, fee-only financial planning and investment management firm dedicated to helping clients organize their finances so that they can retire on time. We do this by helping clients use simple, fundamenta... See More

Laurie Stegenga, AIF, CFP, CPA/PFS
Foresight Capital Management Advisors is an independent fee-only registered investment advisory firm that focuses on individual wealth management, corporate 401(k), and 403(b) retirement plan services. Our team, of ... See More

Creative Financial Design
Southfield, MI

Ted Feight, CFP
We are committed to earning customer loyalty by providing them with the highest quality personal financial planning and wealth management services, while reducing their costs and improving their outcomes.
Advisors work with 50 to 6... See More

StraitGate Financial
Northville, MI

Keith Southwick, CFP, ChFC, CLU
Our mission is to help people to make smart choices while preparing for and entering retirement. To do so, our firm, StraitGate Financial LLC, offers two different planning options from which to choose from based on yo... See More

AMDG Financial
Plymouth, MI

Wayne Titus, AIF, AIFA, CISA, CPA/PFS
We integrate tax, financial and investment strategy for families and small businesses. We relate best to people with whom we share the strongest values. A fiduciary duty is the highest standard of care at either ... See More

Sophit Lee, CFP
We are a Registered Investment Advisor firm in the States of Michigan and California. Our primary goal is to assist you in your efforts to attain your major life goals and aspirations. We do this by taking a proactive, integrative a... See More

Chessie Advisors, LLC
Rochester, MI

Erik Klumpp, CFP
Chessie Advisors, LLC is a financial planning and investment management firm specializing in providing independent, objective advice to teachers, engineers, and young professionals. Based in Rochester Hills, Michigan, we serve client... See More

Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in ... See More

Falconer Group
Traverse City, MI

Erik Falconer, CFA, CFP
Falconer Group is an independent, Fee-Only investment and financial advisory firm that works with clients who want to be intentional with their wealth. We believe that money itself should not be seen as a goal, but rather a re... See More

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