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Financial Advisors in Grand Rapids, Michigan (Kent County)

Ben Lex
Grand Rapids, MI
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I specialize In working with sales professionals and other high-earners with variable incomes. My practice is tailored to your unique needs and focuses on two essential themes.

#1 - Maximize investment performance with low costs in a way that alig... See More

Highlights: Fee Only, Passive Investment Strategies, Independent Investment Advisor, Young Investors, Investment Consulting, IRA, Family Financial Planning, Financial Planning, Fee-Only, 403B Plans, Advising for Sales Professionals, Legacy Planning, Mutual Funds, Debt Management, Asset Protection, Retirement Planning, Financial Planning for Variable Income, ETFs, Financial Planning Advice And Services, Estate Planning
Heath Biller
Grand Rapids, MI
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I am proud to be a fee-only fiduciary financial planner working with Doctors, Advanced Practice Providers, and Nurses. I assist healthcare professionals eager to set themselves up for a successful financial future. As a fiduciary on your team, I can ... See More

Highlights: Family Financial Planning, IRA, Wealth Management, Passive Investment Strategies, Advisory And Investment Management, ETFs, Financial Planning Advice And Services, Professional Wealth Management, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, Rollover Of 401k Or IRA, Fee Only, Income Tax Planning, Investment Services, Business Planning, 401k Rollover, Investment Management, Independent Investment Advisor, Fee-Only
Tom Blower
Grand Rapids, MI

My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:

#1 - Invest wi... See More

Highlights: Family Financial Planning, Divorce Planning, Fee-Only, Investment Management, Passive Investment Strategies, Estate Planning, Stocks, IRA, Investment Services, Socially Responsible Investments, Professional Wealth Management, Charitable Planning, Independent Investment Advisor, Wealth Management, Certified Financial Planner, 401K Consulting, ETFs, Registered Investment Advisor, Fee Only, 401k Rollover
Adam Schwallier
9 miles from Grand Rapids, MI
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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
Advanced Asset Management, LLC
14 miles from Grand Rapids, MI
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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

Edward Jones – Jacob Miller: Financial Advisor
52 miles from Grand Rapids, MI
Visit Edward Jones – Jacob Miller: Financial 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
Docsa Capital Management, Inc.
52 miles from Grand Rapids, MI
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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

IAM Financial, LLC
63 miles from Grand Rapids, MI
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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

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