Financial Advisors in Sterling Heights, Michigan (Macomb County)

Warren McIntyre, CFP, MBA
VisionQuest Financial Planning LLC delivers financial planning and investment management services the way you want. We provide as little or as much help as you need, and we have no account minimums or income requirements to become a client. Our flat rate fees are fair and affordable because you pay only for the time we work for you, just like the as-needed professional services provided by your doctor, attorney or CPA.We want you to have a full understanding of our background, services, fees, philosophy and methodology so that you can make an informed decision. You can find the answers to most of your questions on our web site, but to learn more, please call for a free “Get Acquainted” meeting.
... See More

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 clients throughout Michigan and virtually throughout the country. We strive to guide our clients in creating and realizing their American Dream. Chessie Advisors provides ongoing financial planning and investment management services as well as hourly or project based services. We do not require a minimum investible asset level in order to work with us. To learn more, please visit our website. To schedule an introductory call, click here. Chessie Advisors...a different breed of financial advisor™.... See More

Scott Smith, CFP
Olympia Ridge, LLC (Olympia Ridge - Personal Financial Advisers) is a Registered Investment Advisor providing holistic financial planning services. Olympia Ridge uses a fee-only compensation model.
Why Choose Us?
We are Fee-Only - This means that we do not accept commission compensation or kickbacks from any party for anything. Our clients compensate us directly for our advice and services using either an easy monthly or quarterly retainer, or if more convenient, on a project basis. No conflicts of interest!! We hold ourselves to the highest fiduciary standard. Period.
We believe in Functional Financial Planning - Functional Financial planning is the practice of ensuring that personal finances function within each client's lives. What works for one client may not necessarily be the best solution for another client.
Who can we help the most? Generation X Self Employed Business Owners Busy Professionals People Nearing Retirement
... See More

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 clients; our goal is to help you achieve your life goals. I am a commission-free personal financial planner offering comprehensive financial planning services to individuals, families and small business owners. Who can I help the most? Those ready to plan for retirement Those intentionally or unintentionally downsizing Professionals and most small business owners dealing with multiple financial demands who simply do not have the time to manage their personal finances effectively Those who generally handle their finances themselves but would like a sound, objective, professional opinion from someone who is not trying to sell them something Contact me for a free initial consultation. I look forward to hearing from you and getting you started on the path to achieving your life goals.... See More

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 retainer. This allow our clients to call us to come in to see us at any time during the year. This access is over and above the regularly scheduled appointments and at no additional fee. Our view is that we would much prefer our clients call us for a small conversation prior to making a financial decision rather than afterwards. We want to be there for you when you need us.
We are here to assist you in many aspects of your life including but not limited to: Tax Planning and Preparation Audit Protection Record Keeping Goal Setting Insurance Review Estate Planning Portfolio Analysis Asset Allocation Strategy
At your initial appointment we can discuss our services and how we can benefit you in your unique situation and address any questions or concerns you may have. You will not be under any obligation to retain us at any time, and this appointment is completely free of charge. Please contact Elizabeth Jones, our New Client & Marketing Manager, with any questions you may have or to schedule your preliminary appointment at or email her at We're looking forward to working with you soon!
... See More

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 60 clients and feel it is more important to take care of their current clients than to add new clients. Usually a client has do die or leave before we except new clients.... See More

Steven Sicklesteel, CFP

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 your specific financial needs. These options are retirement income planning, specialized for those both planning for retirement and those already retired, and investment planning.
A retirement income plan will look at investments, Social Security benefits, pension, debt, insurance, taxes, retirement savings, and provides retirement income projections. If you are still working and preparing for retirement, we will concentrate more on retirement savings. If you are already in retirement, more emphasis will be placed on retirement income through Social Security Benefits, investments, and pensions.
An investment plan will look at your current investments, reviewing your allocations, risk levels and performance, retirement savings, and investment managers.
An estate plan review is not included in a retirement income plan or investment plan, but can be done upon request for an additional fee.... See More

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 equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty: he must not put his personal interests before the duty, and must not profit from his position as a fiduciary, unless the principal consents. My clients tend to be: ?Family Stewards - Individuals whose dominant focus is to take care of their family. They tend to be both personally and professionally conservative and typically have limited knowledge about investing. ?Financial Phobics - Individuals often frustrated and confused by the responsibility of wealth, dislike investing and avoid technical discussions of it. They choose their advisors based on personal trust. ?Independents - seeking the personal freedom that wealth makes possible. They know wealth is a means to an end, but are uninterested in the process of investing itself.... See More

Michael Rudy, CFP, EA, MA, MBA
Money and one's emotional life are intimately linked. Our work is holistic: we will cunch the numbers and provide the useful financial information with the best of the NAPFA firms AND we will address the emotional side of your financial life. We understand that money can generate peace of mind and for some, anxiety, depression, guilt and confusion. Michael Rudy has not only been a Certified Financial Planner for over 20 years, but has and continues to be a practicing psychoanalytic psychotherapist with over 30 years expereince. He holds the coveted Enrolled Agent designation from the IRS and specializes in individual tax returns. He looks for ways to minimize tax liability without sacrificing your peace of mind and economic well-being.
People come to their therapy appointments and only ant to talk about their money while people coming to finacnial planning appointments only want to talk about their anxiety. It's just a natural fact that dealing with both sides of your money life is really the right way to do financial planning and the best path to bring sanity to your money life.... See More

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 circumstances providing hourly consultation services and long term asset management services.
With a fiduciary standard of service, we help you make more efficient and effective use of your assets, reduce unnecessary expenses, streamline your cash flow and simplify your accounts. Using no-load financial products including mutual funds and insurance products (when absolutely necessary) we guide you to appropriate investment choices for your retirement and other investment accounts.
Whether you're looking for an hour of advice, a comprehensive financial plan or an ongoing relationship with a financial advisor, let's see if the services we provide are a good fit your needs. There's no charge for the initial 'get-acquainted' meeting.... 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 we have the ability to directly manage TIAA-CREF and Fidelity assets. The other half of our clientele are from all walks of life. The typical investor we see is someone who is looking for a trusted fee-only advisor to serve as a quarterback of their financial affairs. We manage 401k and 403b plans, IRAs, trusts, and after-tax assets using a proactive approach. We do not feel buying and holding is likely to be a winning strategy in the decade to come. ... 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 experienced financial advisors, is committed to understanding your unique life goals to develop a comprehensive wealth management or targeted strategy that will encompass all aspects of financial situations you request. Tax planning is essential to wise investment strategies, our CPA /PFS provides continuous tax monitoring for our clients. We offer a state-of-the-art retirement plan service to your company that is managed by an Accredited Investment FiduciaryTM who has been certified by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. The AIF® holds the mission of promoting global fiduciary standards of excellence and works in conjunction with the CEFEX organization to provide the ISO 9000 standards, for Investment Stewards, Investment Advisors, and Investment Managers of companies and organizations.
Foresight Capital Management Advisors (FCM Advisors) professionals have been offering financial services for over 40 years. Our team, of advisors, has professional designations including CPA, PFS, CFP®, CFA, AIF®, and JD. FCM Advisors offer a wealth of services to individuals, businesses, and organizations covering investment strategies, financial planning, retirement plan services, estate planning, business succession planning, and family office planning and duties. Our services are fee-only advising and full-disclosure fee reporting.
The goal of FCM Advisors is to bring clarity and purpose to our client's financial affairs and questions. We offer individual financial planning services which can be either a comprehensive financial plan or a targeted financial plan. As with all of our services, the Individual Financial Plans are fee-... See More

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, fundamental planning strategies such as: * Paying Yourself First * Living Debt/Stress Free * Plan to Succeed ...and investment strategies such as: * Low Expense Investing * Tax Conscious Investing * Reducing Volatility (Asset Allocation)... See More