Upstream Investment Partners

Ionia, Michigan

Langschied Financial is an Ionia-based advisory firm serving small business owners, growing families, retirees, and farmers. The founder, a CERTIFIED FINANCIAL PLANNER® professional since 2011 with a degree in financial planning, has advised clients since 2001 and leads a team that includes licensed advisors, paraplanners, and support staff. The firm emphasizes understanding clients' personal situations, goals, and risk tolerance through long-term relationships built on open communication. The team works with clients across various life stages to develop and implement financial plans using education-focused approaches.

Grand Rapids, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Grand Rapids, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 15 Google reviews.

St Joseph, Michigan

Wolf Financial Advisory, based in St Joseph, Michigan, serves families, professionals, and business owners through a structured planning methodology called Signet 360. The firm integrates investment management, wealth management, and retirement planning across three phases—discovery of client goals, design of personalized strategy, and deployment with ongoing adjustments. The firm's approach encompasses risk assessment, charitable giving, cash management, and legacy planning, with an initial meeting focused on understanding family dynamics, lifestyle aspirations, and personal values before financial documents are reviewed.

Laurium, Michigan

APO Financial Services, LLC is an SEC-registered investment adviser based in Westminster, Colorado, offering estate planning and retirement planning services. The firm provides guidance on annuities and related investment products, with detailed disclosures available through the SEC's investment adviser public database.