Fiduciary advisors in Michigan

Ada, Michigan

Valor Wealth Group is a fiduciary wealth management firm based in Ada, Michigan, founded by Meghan Vanderlugt over 23 years ago. The firm provides financial planning and investment management services to families, operating under a fiduciary standard that requires the advisors to act in clients' best interests and disclose any conflicts of interest. The team includes Vanderlugt as founder and owner, along with Kate, who handles operations and compliance. The firm's stated approach emphasizes understanding clients' values and life goals alongside portfolio construction, with an emphasis on transparent, relationship-based guidance.

Ada, Michigan

Upbeat Financial is a woman-owned financial advisory firm in Ada, Michigan that provides financial planning and analysis for individuals, families, and small businesses. The firm offers a structured planning process covering budget and cash flow, risk mitigation, investments and retirement, tax efficiency, and estate considerations, supported by eMoney Advisor software. Services also include portfolio reviews, employer plan consultations, and Social Security planning. The firm operates through a three-phase approach: gathering financial information and goals, creating a comprehensive plan with scenario analysis, and delivering recommendations with annual reviews.

Ada, Michigan

IM Wealth is a financial planning firm in Ada, Michigan that focuses on physicians and affluent families. The firm provides personalized portfolio design, ongoing monitoring through quarterly reviews and proactive market notifications, and goal-focused advisory based on clients' own objectives rather than market benchmarks. IM Wealth operates on a time-based fee model and emphasizes consistent structural discipline in investment management alongside regular client communication.

Auburn Hills, Michigan

Credent Wealth Management - Auburn Hills, MI is an investment advisory firm in Auburn Hills, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Auburn Hills, Michigan

Cobblestone Financial Services is an investment advisory firm in Auburn Hills, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Bad Axe, Michigan

1st Securities Management is a financial planning and investment management firm based in Bad Axe, Michigan that builds globally diversified portfolios across multiple asset classes rather than attempting stock selection or market timing. The firm constructs customized allocations based on individual risk tolerance, with exposure to more than 14,000 companies across 39 countries, informed by academic research and Nobel Prize-winning methodologies. The firm offers investor education as part of its approach and positions itself as an independent advisor working directly for clients rather than for a brokerage firm.

Bad Axe, Michigan

Raymond James is an investment advisory firm in Bad Axe, Michigan. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Benton Harbor, Michigan

True Blue Financial is a Benton Harbor-based registered investment advisor that offers financial planning, investment management, retirement planning, tax planning, and insurance analysis through a team of financial planners, investment advisors, and certified accountants. The firm operates on a hybrid fee model, offering both asset-based management with tiered fees and commission-based brokerage accounts, and maintains registration with LPL Financial as its custodian and broker-dealer. Services span asset allocation, college and estate planning, Social Security optimization, managed accounts across multiple product types, and tax preparation beyond standard returns. The firm serves families and clients in Southwest Michigan and emphasizes independent advisory status with direct community relationships.

Bingham Farms, Michigan

Quest Commonwealth, based in Bingham Farms, Michigan, specializes in retirement planning using a structured investment approach called the Three Worlds of Money, which categorizes assets into protection-focused, growth-potential, and hybrid segments. The firm works with clients to develop personalized retirement strategies that address IRAs, 401(k)s, and other assets, with an emphasis on income stability and downside protection.

Birmingham, Michigan

Millennium Wealth Management in Birmingham, Michigan provides financial planning and investment management services to high-net-worth individuals and families. The firm focuses on wealth management and retirement solutions, working to understand clients' financial objectives and build long-term relationships based on personalized guidance and individual circumstances.

Birmingham, Michigan

Schechter Wealth is an investment advisory firm in Birmingham, Michigan. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Birmingham, Michigan

Investment Consulting Group is an investment advisory firm in Birmingham, Michigan. Services include Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Bloomfield Hills, Michigan

Orfin & Associates is an investment advisory firm in Bloomfield Hills, Michigan. Services include Insurance Analysis, Investment Management, and Retirement Planning. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 106 Google reviews.

Bloomfield Hills, Michigan

James Melstrom - Raymond James is an investment advisory firm in Bloomfield Hills, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Bloomfield Hills, Michigan

Beacon Pointe Advisors is an investment advisory firm in Bloomfield Hills, Michigan. The office has a wheelchair-accessible entrance. The office is open five days a week.

Bloomfield Hills, Michigan

Raymond James & Associates is an investment advisory firm in Bloomfield Hills, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Boyne City, Michigan

Mills Financial is an independent financial services firm based in Alma, Michigan, offering financial planning, investment management, and health insurance analysis with over 100 years of combined experience. The firm, owned by Ron Mills since 1991, provides retirement income planning and Medicare coverage guidance using a client-focused approach and operates as a FINRA-registered broker through Packerland Brokerage Services. Ron Mills holds life and health insurance licenses along with Series 7, 63, and 24 securities licenses. The firm serves clients across various life stages seeking strategies related to retirement planning, health insurance options, and prescription drug cost management.

Caro, Michigan

Clear Strategy is a financial planning and investment advisory firm operating through Osaic Wealth, Inc. (member FINRA/SIPC) that offers retirement planning, college funding strategies, estate planning, tax planning, and investment management across various account types including IRAs, managed accounts, and annuities. The firm also provides insurance analysis services, including health and life insurance offerings, and positions itself as independent representatives serving clients across multiple states.

Chesterfield, Michigan

Perpetual Wealth Systems, based in Chesterfield, Michigan, provides insurance analysis and education on wealth-building concepts. The firm, founded by John Jamieson, offers training materials, educational resources, and one-on-one consultations centered on navigating what it describes as the eleven pillars of wealth. With 35 years of business and investing experience, the principal emphasizes tax-efficient wealth strategies through various educational formats including videos and masterclasses.

Coldwater, Michigan

Morrison Financial Group, based in Coldwater, Michigan, offers retirement planning, wealth management, insurance analysis, and asset protection strategies to individuals and families throughout the Midwest. The firm, founded in 1972 and led by CEO Jim Morrison (an Investment Adviser Representative with Series 65 credentials) and President Tammi Schorfhaar, provides services across three planning areas: retirement income and investment strategies, asset and tax preservation, and legacy planning. Morrison Financial Group partners with AE Wealth Management, LLC for investment advisory services and refers clients to estate planning and trust professionals as needed.

Davison, Michigan

Fee-Only

J Wilson Wealth Management is a fee-only financial advisory firm in Davison, Michigan, founded and led by Jeremy Wilson, a CFP® professional. The firm offers financial planning, investment management, and wealth management services, including retirement planning, tax planning, estate planning, insurance strategies, and business succession planning. Operating on a fiduciary basis with no commissions, the firm works with clients to develop personalized financial plans and provides ongoing review and support to help implement their recommendations.

Dearborn, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Dearborn, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. It holds a 5-star rating from 1 Google review.

Detroit, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Detroit, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Detroit, Michigan

Will Hullinger, CFP® - Financial Advisor at Farther is an investment advisory firm in Detroit, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Dundee, Michigan

Village Wealth Management, based in Dundee, Michigan with additional offices in Blissfield and Monroe, provides investment management and wealth management services through Raymond James Financial Services Advisors, Inc. The firm is led by Mark L. Kerr Jr., an AAMS-credentialed Investment Adviser Representative with Series 7, 24, and 66 registrations who has been advising clients since 2007. The practice emphasizes a personal, collaborative approach to financial planning centered on clients' long-term objectives and individual circumstances.

East Grand Rapids, Michigan

EverSource Wealth Advisors is a fee-based fiduciary firm with offices in Ada, Grand Rapids, and Tampa, led by advisors Shawn White and Tyler Keuning. The firm offers financial life planning, values-based investment management, and generosity and legacy planning services, partnering with major asset managers including Vanguard, Dimensional Fund Advisors, and Blackstone. Their stated approach begins with discovery meetings to clarify client goals and financial circumstances, followed by personalized analysis and a holistic wealth management engagement. The firm incorporates faith-based financial counsel upon client request and emphasizes alignment between investment strategies and client values.

East Lansing, Michigan

Upstream Investment Partners is an investment advisory firm in East Lansing, Michigan. The office has a wheelchair-accessible entrance. The office is open five days a week.

East Lansing, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in East Lansing, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended.

Elk Rapids, Michigan

Third Coast Wealth Planning &Partners is an investment advisory firm in Elk Rapids, Michigan. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Farmington, Michigan

MOOSHI Wealth Planning & Management is an independent fiduciary advisor based in Farmington, Michigan, offering financial planning and investment management services to families, individuals, and business owners. The firm operates through partnerships with Kestra Private Wealth Services and Fidelity, and follows a three-step process of building a customized plan based on client documents and risk tolerance, presenting strategies aligned with the client's profile, and managing ongoing adjustments as circumstances change. The firm serves new investors, those approaching retirement, and clients focused on wealth transfer planning.

Farmington Hills, Michigan

Great Lakes Private Wealth is an independent fiduciary advisory firm based in Farmington Hills, Michigan, offering hands-on portfolio management grounded in over 40 years of financial services experience. The firm serves clients across life stages—from rising professionals to business owners and retirees—using a proprietary investment algorithm and a collaborative team structure designed to provide continuity of service. Each client receives a dedicated point of contact who coordinates across the firm's team to address wealth building, protection, and legacy planning needs.

Farmington Hills, Michigan

Carson Wealth is an investment advisory firm in Farmington Hills, Michigan. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Farmington Hills, Michigan

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Farmington Hills, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 7 Google reviews.

Flint, Michigan

Procyon, based in Flint, Michigan, provides financial planning and investment management services to individuals, institutions, and employers. The firm was founded by Phil Fiore and emphasizes open communication and accountability in client relationships. Procyon addresses complex financial matters through a problem-solving approach designed to help clients work toward their financial objectives.

Flint, Michigan

Khirfan Financial Company Inc., established in 1988 and based in Flint, Michigan, offers financial planning, investment management, and wealth management services with a focus on medical professionals and high-net-worth individuals. The firm employs a five-step process—design, develop, implement, review, and monitor—to create customized wealth plans and tax strategies. Led by founder Abdalhakim Khirfan and family members including son Khaled, daughter Jennah, and brother Jamal, the firm operates as a family business emphasizing personalized client relationships and integrity.

Flint, Michigan

Beacon Pointe Advisors is an investment advisory firm in Flint, Michigan. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Gaylord, Michigan

Makranyi Spires Financial of Raymond James is an investment advisory firm in Gaylord, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Grand Blanc, Michigan

Raymond James & Associates is an investment advisory firm in Grand Blanc, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Grand Haven, Michigan

MMG Wealth Management is an investment advisory firm in Grand Haven, Michigan. Services include Financial Planning. The firm specializes in Social Security Planning. Its advisors hold CFP credentials. The office is open five days a week.

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.

Grand Rapids, Michigan

Waypointe Wealth Advisors is a Grand Rapids-based firm offering investment management and strategic wealth planning services. The firm emphasizes a personalized approach that begins with understanding each client's circumstances and objectives before developing a plan, with ongoing adjustments as needs evolve. The team prioritizes transparency, client advocacy, and informed decision-making grounded in their combined expertise.

Grand Rapids, Michigan

VFG Solutions is a financial advisory firm in Grand Rapids, Michigan that serves clients across a range of wealth levels, including high-net-worth and ultra-high-net-worth individuals. The firm offers portfolio management, retirement planning, estate and charitable giving strategies, insurance and risk management services, and guidance on employer-sponsored retirement programs and small business finances. Their stated approach involves assessing client circumstances and risk tolerance, developing customized strategies, and maintaining ongoing coordination as life circumstances change.

Grand Rapids, Michigan

IBS Financial Group is a Grand Rapids-based wealth management and retirement plan consulting firm established in 1979. The firm serves individual clients and corporate employers, offering investment advisory services and guidance on company-sponsored retirement plans. Operating as an independent advisor, IBS Financial Group emphasizes personalized client relationships and community involvement throughout West Michigan.

Grand Rapids, Michigan

ClearVista Advisors is an investment advisory firm in Grand Rapids, Michigan. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.

Grand Rapids, Michigan

Rinvelt & David LLC is an investment advisory firm in Grand Rapids, Michigan. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Grand Rapids, Michigan

BridgePoint Wealth Management is an investment management firm based in Grand Rapids, Michigan, affiliated with LPL Financial. The firm provides independent investment advice with a stated focus on long-term results, supported by a team approach that includes advisors, relationship managers, and support staff.

Grand Rapids, Michigan

CooperDavis Financial Group is a wealth management firm in Grand Rapids, Michigan, founded in 2003, serving over 200 clients with financial planning, retirement planning, and investment management services. The firm uses an 8-pillar framework to develop personalized wealth plans covering retirement readiness, investment strategy, and income and asset protection, and operates as an intentionally small practice offering in-person, phone, and video consultations with an initial complimentary meeting.

Grand Rapids, Michigan

Bridgewright Wealth Partners is a wealth management firm in Grand Rapids, Michigan, led by Managing Partners Bruce and Scott, who together bring over 40 years of client service experience. The firm employs a customized investment planning approach tailored to individual client circumstances, estate preservation, tax strategy, and family goals rather than standardized portfolio templates. The team includes advisors with Series 7 and Series 66 licenses through LPL Financial, supported by professionals with expertise in special needs planning, business owner guidance, and multi-generational wealth strategy.

Grand Rapids, Michigan

Masters Wealth Management is a financial advisory firm in Grand Rapids, Michigan offering financial planning, investment management, and retirement planning services. The firm works with investors across varying experience levels and risk profiles, employing a three-step process that begins with assessment of financial circumstances and objectives, followed by strategy development tailored to the client's profile, and ongoing implementation and monitoring. The firm emphasizes a client-centered approach with personalized attention throughout planning and execution.

Grand Rapids, Michigan

Ethan Heiden is an Accredited Investment Fiduciary and Certified in Blockchain & Digital Assets who operates as a fee-only advisor in Grand Rapids, Michigan, serving high-income professionals, business owners, and those pursuing early retirement. He provides investment management and retirement planning with a focus on tax efficiency, charging a flat annual advisory fee of 0.95% with no commissions or hidden fees, and maintains client accounts at major custodians like Schwab, Fidelity, or Altruist. His approach emphasizes proactive tax planning, comprehensive financial planning across real estate and business assets, and accessible year-round communication, targeting clients with portfolio complexity of $500,000 or more.

Grand Rapids, Michigan

Western & Southern Life is an investment advisory firm in Grand Rapids, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Grand Rapids, Michigan

Frattallone Wealth Partners is a private wealth advisory practice operated under Ameriprise Financial Services, LLC in Grand Rapids, Michigan. Founded by Sylvia Frattallone, who holds credentials including ChFC, CLU, APMA, AEP, CDFA, and CRPC designations, the firm provides financial advisory services. The practice operates with at least one additional financial advisor, Beckie Garvey.

Grand Rapids, Michigan

Raymond James & Associates is an investment advisory firm in Grand Rapids, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Grand Rapids, Michigan

Midwest Capital Advisors is a fee-only fiduciary firm founded in 2003 that manages investment portfolios and provides financial planning services to individuals, families, and business owners in the Grand Rapids area, particularly those within 10–15 years of retirement or already retired. The firm charges annual asset-based fees (minimum $5,000) and does not earn commissions on investments. Services include portfolio management, retirement planning, tax planning, cashflow analysis, and coordination with estate plans, supported by a team-based approach that combines strategic long-term positioning with tactical adjustments based on market conditions.

Grand Rapids, Michigan

Advance Capital Management is a fee-only registered investment advisor in Grand Rapids, Michigan, offering financial planning, investment management, and estate planning services. The firm assigns clients a dedicated advisor and manages portfolios through an in-house investment team using an evidence-based approach. Fees are based on a percentage of assets under management, with no planning fees charged until investments are actively managed. The firm serves clients throughout West Michigan and remotely, collaborating with clients' other professional advisors as needed.

Grand Rapids, Michigan

Independent RIA

Mercer Advisors' Grand Rapids office operates as an independent registered investment advisor and fiduciary, offering integrated wealth management that combines financial planning, investment management, tax strategy, estate planning, and insurance services. The firm serves C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and other professions, with particular expertise in retirement planning, concentrated stock positions, multi-generational succession, divorce-related planning, and special needs situations. Operating under a family office structure, the firm has served clients for 40 years and employs a team-based approach with nearly half of its client-facing staff being women.

Grand Rapids, Michigan

Insurance-Based

Benjamin Fisher, Agent - New York Life is an insurance-based firm in Grand Rapids, Michigan. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.

Grand Rapids, Michigan

2M Financial Group LLC, led by Michael J. Michalak in Grand Rapids, offers financial planning with specialties in retirement planning and investment management. The firm is affiliated with New York Life and Eagle Strategies LLC, and the team includes advisors with credentials such as CFP, ChFC, CLU, and advanced degrees in financial services. The practice serves individuals and families across Michigan, addressing needs ranging from retirement preparation to college funding and estate planning.

Grand Rapids, Michigan

Cascade Wealth Advisors is a financial advisory firm in Grand Rapids, Michigan offering comprehensive financial planning, retirement planning, wealth management, investment management, education planning, risk management, and legacy planning services. The firm emphasizes a client-centered approach that seeks to understand individual circumstances and goals before developing customized strategies. Their stated process involves examining how different aspects of a client's financial life interact and creating balanced investment portfolios aligned with specific goals and time horizons.

Grandville, Michigan

Evergreen Capital Management, based in Grandville, Michigan, provides investment management, wealth management, and financial planning services to individuals and businesses across the nation. The firm offers personalized investment strategies, retirement planning, tax-focused wealth management, legacy planning, and employer-sponsored retirement plan design, leveraging LPL Financial's platform and tools. With over 90 years of combined team experience, the firm emphasizes a long-term investment philosophy centered on lower-cost strategies and personalized roadmaps aligned to clients' goals and life stages.

Grandville, Michigan

Evergreen Capital Management, headquartered in Grandville, Michigan, provides investment management, wealth management, and financial planning services to individuals and businesses across the nation. The firm offers personalized investment strategies, retirement planning guidance, employer-sponsored retirement plan design, and legacy planning services, drawing on over 90 years of combined team experience. Operating through the LPL Financial platform, the firm emphasizes a long-term approach using lower-cost investments.

Grandville, Michigan

Affinity Financial Group, based in Grandville, Michigan, was co-founded in 2016 by Aaron Verbrugge and John DeMaar to serve individuals, families, and businesses. Through Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life Insurance Company, the firm delivers fee-based financial planning and investment advisory services. The team takes an educational approach focused on building long-term client relationships and informed decision-making, supported by access to New York Life's insurance products including life insurance, fixed annuities, and long-term care coverage.

Grandville, Michigan

Aaron Verbrugge is a financial advisor at Affinity Financial Group, LLC in Grandville, Michigan, which he co-founded in 2016 with John DeMaar. He offers fee-based financial planning and investment advisory services through Eagle Strategies LLC, an SEC-registered investment adviser and subsidiary of New York Life Insurance Company, with specializations in retirement planning and investment management. Verbrugge has worked in financial services since 2001 and holds a Bachelor's degree in Business Administration from Central Michigan University. His practice emphasizes long-term client relationships and personalized guidance across financial planning, investments, and insurance products including life insurance, fixed annuities, and long-term care coverage.

Grandville, Michigan

Money Concepts Financial Planning Center, based in Grandville, Michigan, offers financial planning services with a focus on multigenerational planning. The firm takes a holistic approach to wealth management, working to understand each client's values and objectives in order to develop personalized plans aligned with their long-term vision.

Grandville, Michigan

Postma Wealth Management serves individuals, families, retirees, and business owners in Grandville, Michigan, offering investment management and wealth management services. The firm coordinates investment strategy, retirement planning, tax considerations, insurance, and estate planning to address clients' financial needs across different life stages. Their stated planning process begins with understanding client objectives and values before developing a personalized financial plan, with ongoing guidance intended to keep clients aligned with their long-term goals.

Grosse Pointe, Michigan

Lenhard Financial Services is an independent financial advisory firm in Grosse Pointe Woods, Michigan, founded in 1992 by Timothy and Craig Lenhard. The firm offers retirement planning, college planning, estate and wealth preservation planning, portfolio reviews, and fee-based asset management through LPL Financial, with access to mutual funds, individual stocks, ETFs, and bonds. The practice serves small businesses and individuals and maintains a staff of 10 brokers and support professionals.

Harrison Township, Michigan

Raymond James is an investment advisory firm in Harrison Township, Michigan. Services include Financial Planning and Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 5 Google reviews.

Hartland, Michigan

OakGrove Wealth Management is a Michigan-registered investment adviser established in 2017 that offers investment management and financial planning services to individuals, families, and businesses. The firm employs quantitative, qualitative, and technical analysis to construct client portfolios and offers proprietary stock funds, including actively and passively managed options. Services include portfolio evaluation, risk assessment, income projection analysis, tax planning, and estate planning, with a process centered on understanding client goals and conducting a holistic review of financial holdings.

Houghton Lake, Michigan

Mills Financial is an independent firm based in Alma, Michigan, offering financial planning, investment management, and insurance analysis with a focus on retirement income strategies and health insurance guidance. The firm combines over 100 years of collective experience and is led by owner Ron Mills, a financial services professional since 1991 who holds life, health, and securities licenses (Series 7, 63, and 24). Services include Medicare planning assistance, health insurance marketplace guidance, and prescription drug cost analysis, delivered through a client-centered approach. The firm operates as a family business and is registered with FINRA through Packerland Brokerage Services.

Howell, Michigan

Forest & Fern Personal Finances Coaching is an investment advisory firm in Howell, Michigan. The office is open four days a week, including Saturdays.

Howell, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Howell, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 3-star rating from 1 Google review.

Interlochen, Michigan

Wirehouse

Edward Jones - Bill Collin, ABFP™️ - Financial Advisor is a wirehouse firm in Interlochen, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 19 Google reviews.

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.

Iron Mountain, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Iron Mountain, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. It holds a 5-star rating from 2 Google reviews.

Jackson, Michigan

Semper Salutaris is a financial advisory and consulting firm based in Jackson, Michigan, founded by Philip Ferraro in 2014. The firm provides personal financial advisory services, consulting, and financial education to clients in the Jackson and Ann Arbor areas, with a stated commitment to fiduciary principles and transparency. The team includes founder and Financial Advisor Philip Ferraro, Financial Consultant Brittney Broich, and Executive Assistant Ashlee Isaac. The firm emphasizes discipline, integrity, and service-oriented financial guidance for individuals and households seeking to understand retirement planning, financial literacy, and personal financial strategy.

Jackson, Michigan

Meridian Wealth Management & Partners, based in Jackson, Michigan, offers investment management and wealth planning services to families, high-net-worth individuals, business owners, and philanthropic entities. The firm operates through an affiliation with &Partners, a SEC-registered broker-dealer and investment adviser, and maintains client assets in custody at Fidelity. Services include investment and portfolio strategy, financial planning, and business succession planning, supported by a concierge investment team and technology platform.

Jackson, Michigan

Honeycomb Wealth Advisors provides investment management and retirement planning services to clients nationwide from offices in Michigan and Florida. The firm works with pre-retirees, retirees, business owners, and nonprofit organizations, offering services that encompass tax management, cash flow planning, estate plan review, and 401(k) plan administration. Their stated approach combines technology tools with hands-on guidance delivered through ongoing annual planning processes.

Kalamazoo, Michigan

Knibbe Investment Management LLC is a family-owned firm operating in Kalamazoo since 1982, offering retirement income planning, wealth accumulation and preservation services, and financial consulting to individuals, families, and small businesses. The firm creates custom investment portfolios and plans for each client and is led by two advisors—David Knibbe (Series 24, 65, and 7 licensed; over 35 years in the industry) and Paul Knibbe (Series 7 and 66 licensed; advising since 2009)—who hold securities and advisory licenses across multiple states including Michigan, Illinois, Indiana, and others.

Kalamazoo, Michigan

CWS Financial Advisors, LLC is an investment advisory firm in Kalamazoo, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Kalamazoo, Michigan

Buetow and Spitzley Wealth Management is an investment advisory firm in Kalamazoo, Michigan. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

L'Anse, Michigan

Insight Wealth Solutions - Private Wealth Services Practice is an investment advisory firm in L'Anse, Michigan. Services include Financial Planning and Investment Management. Service options include onsite meetings.

Lansing, Michigan

Waggoner Financial is an investment advisory firm in Lansing, Michigan. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Lansing, Michigan

Looking Glass Financial Services (operating as Synergy Financial Group) is an investment management firm in Lansing, Michigan led by Managing Partners Jamie Wing and Lindsay Wing-Tran, who together bring over 35 years of combined experience. The firm serves retirees and pre-retirees with financial planning, retirement plan administration (401(k)s, pension plans, SEP IRAs), and life insurance services. Jamie holds Series 6 and Series 65 registrations and is FINRA-registered; Lindsay also holds Series 6 and Series 65 registrations and is FINRA-registered as an Investment Advisor Representative. The firm collaborates with Gradient Investments, which manages client portfolios and is led by CFA charterholders with decades of institutional investment experience.

Lansing, Michigan

Brace Financial Services is a Lansing-based advisory firm led by Chris Brace and Andy, both registered investment advisor representatives and licensed insurance agents with combined experience in financial planning, tax strategy, and retirement planning. The firm offers personalized retirement planning and portfolio construction aligned to individual risk tolerance and goals, with coordination available through tax professionals and estate planning attorneys. The founders emphasize straightforward advice and work to understand client circumstances before making recommendations, addressing concerns such as longevity risk, inflation, and healthcare costs in retirement.

Lansing, Michigan

Jacobs Financial Services LLC, based in Lansing, Michigan, specializes in retirement planning led by founder Tom Jacobs, a retirement income specialist with over 25 years of industry experience. The firm uses its proprietary Jacobs Retirement Roadmap™ process, which guides clients through three phases—defining retirement goals, assessing risk, and developing a customized strategy—and addresses income, risk management, and tax considerations. The team includes Tom Jacobs (president and CEO), Brian Wassilak and Mike Bouma (both licensed insurance producers specializing in retirement planning), and other staff members.

Lathrup Village, Michigan

SGH Wealth Management is an independent financial planning and investment management firm based in Lathrup Village, Michigan. The firm provides comprehensive planning services including retirement income strategies, college funding analysis, estate planning consultation, tax optimization for Roth conversions and required minimum distributions, and mortgage payoff planning. The firm uses goal-based planning with Monte Carlo simulations and emphasizes cost-conscious investment strategies without commission products.

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.

Linden, Michigan

Rachor Financial (Rachor Investment Advisory Services, LLC) is an investment advisory firm in Linden, Michigan. The firm specializes in Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Livonia, Michigan

Independent RIA

Zimco Capital is an independent financial planning firm based in Livonia, Michigan, serving families throughout the Detroit metropolitan area since 1980. The firm offers financial planning services covering wealth accumulation, college savings, retirement planning, and legacy arrangements, employing both traditional and alternative investment strategies. Led by President Timothy Zimcosky, a Certified Financial Planner, the firm is structured around client relationships built on trust and dependability.

Livonia, Michigan

White Pine Investment Company is a fee-only investment management and financial planning firm in Livonia, Michigan that manages client portfolios typically containing 35–40 holdings with a four- to five-year holding period. The firm employs fundamental value analysis inspired by practitioners like Warren Buffett and Benjamin Graham, and holds client securities at custodians of the client's choice, primarily Charles Schwab. White Pine charges annual percentage-based fees on assets under management paid quarterly, provides customized financial plans alongside ongoing investment management, and delivers quarterly performance reports and newsletters with periodic financial reviews and client contact. The firm is led by founder and partner Russ, managing partner Tony (who holds a CFA charter and served as chief investment officer since 2012), and partner Stefanie, each bringing decades of experience in financial services and wealth management.

Livonia, Michigan

360 Financial Group & 360 Wealth Management is an investment advisory firm in Livonia, Michigan. Services include Estate Planning and Retirement Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 62 Google reviews.

Livonia, Michigan

LMR Advisors LLC is an independent wealth management and financial services firm operating in the Detroit metropolitan area for over 50 years. The firm offers financial planning, investment advisory services, and tax coordination through a partnership with LMR & Associates, PLLC, serving both individuals and businesses. Jessica Leverenz, a CFP® and Investment Advisor Representative who holds an M.S. in Accounting and Data Analytics, owns the firm and operates under a fiduciary standard.

Marquette, Michigan

Northern Edge Wealth Management, based in Marquette, Michigan, provides financial planning, investment management, retirement income planning, tax strategy consulting, and estate planning coordination. The firm operates as an independent fiduciary and emphasizes a goal-driven planning approach through its four-step process: understanding client objectives, organizing assets, building customized strategies, and adapting plans as life circumstances change. The team includes CFP®-credentialed founder Justin LePage, along with licensed financial advisors and support staff serving clients in Michigan's Upper Peninsula.

Midland, Michigan

Astrike Financial PLLC is an investment advisory firm in Midland, Michigan. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Midland, Michigan

Legacy Wealth Management - Benjamin F. Edwards is an investment advisory firm in Midland, Michigan. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Midland, Michigan

Wealth Enhancement Group is an investment advisory firm in Midland, Michigan. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Midland, Michigan

Hebert Wealth Advisors LLC is an investment advisory firm in Midland, Michigan. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 4.8-star rating from 18 Google reviews.

Milford, Michigan

Wealth & Income Management Group is an investment advisory firm in Milford, Michigan. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Muskegon, Michigan

ARGO Wealth Partners is an investment advisory firm in Muskegon, Michigan. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Muskegon, Michigan

Independent RIA

Braeburn Wealth Management is an independent registered investment advisor founded in 2011 and based in Muskegon, Michigan, offering investment management, wealth management, and financial planning services. The firm's principal, Michael Poland, holds a CFA designation and brings over three decades of industry experience from prior roles at major wirehouses. The team includes credentialed and experienced staff members who assist with client management, financial planning, and compliance across areas including retirement planning, social security strategy, and employer-sponsored plans.

Niles, Michigan

ProCreations is an investment advisory firm in Niles, Michigan. The office is open seven days a week, including weekends. It holds a 5-star rating from 2 Google reviews.

Novi, Michigan

Alliance Advisors Wealth Management LLC is an investment advisory firm in Novi, Michigan. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Okemos, Michigan

Zhang Financial is a fee-only wealth management firm based in Portage, Michigan, managing over $8 billion in regulatory assets under management. The firm employs in-house CPAs and licensed attorneys to coordinate investment management, tax planning, and legal services for clients. Leadership includes Charles and Lynn, both NAPFA members, and the firm received the 2022 Better Business Bureau Torch Award for Ethics. Minimum investment requirements are $1,000,000 for Michigan residents and $2,000,000 for clients outside Michigan.

Oscoda Township, Michigan

Brookwood Financial Services is a financial advisory firm based in Oscoda Township, Michigan, founded by Mark Wygant. The firm offers financial planning, investment management, tax planning, and estate planning services, with a stated focus on understanding clients' individual circumstances and providing tailored guidance across multiple areas of personal and business finance. Services include retirement planning, insurance planning review, education planning, and specialized guidance for situations such as divorce and charitable giving.

Petoskey, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Petoskey, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Port Huron, Michigan

@Aspen (Equitable Advisors) is an investment advisory firm in Port Huron, Michigan. Services include Insurance Analysis and Investment Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Portage, Michigan

Cahill Wealth Management provides financial planning and tax planning services to clients in Portage, Michigan, serving individuals across different life stages from wealth accumulation through retirement and legacy planning. The firm offers tax strategy expertise alongside estate planning capabilities and maintains in-house specialists to support client needs.

Portage, Michigan

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Portage, Michigan. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Reed City, Michigan

LeBaron Financial Group, based in Reed City, Michigan, has offered investment and insurance planning services to families and corporations since 1971. The firm operates as an independent advisor affiliated with Harbour Investments, Inc., a broker/dealer, and structures compensation flexibly—clients may choose hourly or project-based planning fees, asset-based advisory fees, or commission-based arrangements. Jon P. LeBaron holds multiple credentials including CPWA®, CFP®, CIMA®, ChFC®, CLU®, AIF®, and RMA®, and the firm emphasizes individually tailored advice grounded in client objectives rather than proprietary product offerings.

Rochester, Michigan

Lakeview Financial Consultants is an investment advisory firm in Rochester, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Rochester, Michigan

Raymond James & Associates is an investment advisory firm in Rochester, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Rochester, Michigan

Procyon is a financial advisory firm in Rochester, Michigan offering financial planning and investment management services. Founded by Phil Fiore, the firm serves individuals, institutions, and employers, focusing on identifying and addressing complex financial challenges through a client-centered approach. The firm emphasizes transparent communication and accountability in its advisory relationships.

Rochester, Michigan

Stephen Solverson - Raymond James is an investment advisory firm in Rochester, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Rochester Hills, Michigan

Kingsview Partners Rochester Hills Office is an investment advisory firm in Rochester Hills, Michigan. The office has a wheelchair-accessible entrance.

Royal Oak, Michigan

Hilltop Wealth and Tax Solutions is an investment advisory firm in Royal Oak, Michigan. Services include Financial Planning and Tax Planning. The office has a wheelchair-accessible entrance.

Royal Oak, Michigan

Wealthspire is an investment advisory firm in Royal Oak, Michigan. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Saginaw, Michigan

Wealth Enhancement Group is an investment advisory firm in Saginaw, Michigan. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Saginaw, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Saginaw, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management.

Sault Ste. Marie, Michigan

Mills Financial is an independent financial services firm based in Alma, Michigan, offering financial planning, retirement income planning, investment management, and health insurance advisory services. The firm, owned by Ron Mills since 1991, holds securities licenses (Series 7, 63, and 24) and insurance licenses, and operates through Packerland Brokerage Services. Mills Financial serves clients across various life stages, with particular expertise in Medicare planning, health insurance marketplace navigation, and insurance-related retirement strategies.

Southfield, Michigan

Roger Houston, a CFP® with additional credentials including ChFC, CRPC, CLU, and CFS, operates a family-owned financial planning practice in Southfield, Michigan with over 35 years of combined experience. The firm specializes in retirement planning for working individuals and families, with particular expertise in corporate retirement benefits from major employers including AT&T and related predecessors. Supported by LPL Financial as their broker/dealer, the practice offers investment advisory and brokerage services while maintaining independence and local decision-making.

Southfield, Michigan

Mercury Capital is a financial advisory firm based in Southfield, Michigan, led by advisor Bradley Augustine. The firm operates as a registered investment advisor through LPL Financial and offers investment solutions tailored to clients' individual circumstances and objectives. Mercury Capital emphasizes personalized guidance and long-term client relationships, supported by back-office infrastructure, research resources, and access to diverse investment options through its custodian relationship.

Southfield, Michigan

Independent RIA

Triad Resource and Development Group LLC is an independent ria firm in Southfield, Michigan. It acts as a fiduciary. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 13 Google reviews.

Southfield, Michigan

Star Tax Solutions is a Southfield, Michigan-based firm with over 33 years of history in tax preparation and accounting services. The firm's staff includes CPAs, tax preparers, and former IRS agents who provide tax planning, bookkeeping, business advisory, corporate formation assistance, and non-profit tax preparation services year-round. The company also operates an affiliated insurance agency through Polaris PCL Insurance Agency.

Southfield, Michigan

Advance Capital Management is an independent, fee-only registered investment adviser based in Southfield, Michigan, offering financial planning, investment management, and estate planning services to clients throughout Michigan and remotely. The firm charges a percentage-based fee on assets under management and does not charge for planning services until investment management begins. A dedicated adviser works with each client using an evidence-based investment approach, and the firm coordinates with clients' other professional advisers including tax and estate planning attorneys.

Southfield, Michigan

Ciesinski Wealth Management is an independent, fee-only advisory firm based in Southfield, Michigan that provides investment management and wealth management services. Operating with fiduciary obligations, the firm works with clients through a structured process—discovery, recommendation, implementation, and ongoing review—to develop customized strategies aligned with individual circumstances and goals. The firm's service areas include strategic investment management, retirement income distribution planning, and tax planning, supported by a relationship-focused approach designed to serve clients across different life phases.

Southgate, Michigan

Cousino Wealth Advisors is a Southgate, Michigan-based firm affiliated with LPL Financial that provides financial planning and investment management to individuals and families in the Downriver region. The firm employs a bucketing strategy that segments assets by time horizon to align portfolio income generation with stated goals, and emphasizes transparent communication throughout the planning process. Services span retirement planning, investment management, and broader financial planning, with access to LPL Financial's research, planning software, and investment products.

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.

St Joseph, Michigan

Honor Investment Services, operating as a marketing name of Cetera Investment Services, is located in St. Joseph, Michigan and offers personalized financial planning across retirement, wealth management, education funding, estate planning, tax-efficient investing, and business succession planning. The firm provides brokerage services through Cetera Investment Services LLC (FINRA/SIPC member) and investment advisory services through Cetera Investment Advisers LLC, a registered investment adviser, with advisors available as registered representatives, investment adviser representatives, or both. Honor also provides insurance products including life insurance, accidental death and dismemberment coverage, and hospital accident protection. The firm emphasizes ongoing portfolio reviews, education, and transparent communication with individuals, families, and business owners.

St Joseph, Michigan

Leonard Advisory Group is a retirement planning firm based in St. Joseph, Michigan that serves clients aged 55 and older, particularly those with roots in the Rust Belt region. The firm offers comprehensive retirement planning services organized around five areas of intentional planning, focusing on helping clients align their financial strategies with their personal values, legacy goals, and life vision. The firm works with clients seeking confidence in their retirement readiness and protection against lifestyle disruption from market volatility or unexpected expenses.

St Joseph, Michigan

Clear Harbor Financial Planning, based in St Joseph, Michigan, provides financial planning, investment management, and insurance analysis services with a focus on insurance planning. The firm works with clients to assess their personal circumstances and goals, taking a collaborative approach to develop individualized financial strategies.

Sterling Heights, Michigan

Summit Financial Consulting is a registered investment advisory firm in Sterling Heights, Michigan, serving pre-retirees and retirees across Southeast Michigan. As a fiduciary, the firm offers financial planning, investment management, retirement planning, tax planning through its affiliated Summit Tax Services, estate planning, and insurance analysis through independent agents and Summit Health Services. The firm's stated approach involves a comprehensive review of the client's financial situation and goals, development of a customized strategy addressing income planning and tax considerations, and ongoing monitoring with adjustments. The team includes CERTIFIED FINANCIAL PLANNER® professionals and has operated as an independent, family-owned firm for over 20 years with no SEC, FINRA, or state regulatory actions on record.

Sturgis, Michigan

Oakleaf Financial Services is an investment advisory firm in Sturgis, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Traverse City, Michigan

Prout Financial Design is a fiduciary advisory firm in Traverse City, Michigan, specializing in retirement planning with over 30 years of experience serving the region. The firm offers financial planning, investment management, and retirement planning services through its team of advisors holding advanced certifications, including Ed Slott Master Elite Advisor designations. They emphasize a collaborative, client-first approach that addresses income strategies, tax considerations, and long-term security planning tailored to individual circumstances and values. The firm is registered through Capital Asset Advisory Services, LLC.

Traverse City, Michigan

Bliss and Thompson Financial Services, located in Traverse City, Michigan, offers insurance analysis and financial planning services grounded in client-centered conversations and relationships. The firm addresses planning concerns including estate conservation, Social Security strategy, required minimum distributions, and retirement income preservation, with advisors who continue the practice established by founder Steven L Bliss over 36 years ago. The firm's approach involves an initial consultation to gather financial information and identify goals, followed by a customized financial plan with investment recommendations and retirement projections presented at a subsequent meeting.

Traverse City, Michigan

Lucas Settineri, CFP®, AAMS® - Raymond James is an investment advisory firm in Traverse City, Michigan. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Traverse City, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Traverse City, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Traverse City, Michigan

Horizon Financial | Wealth Management is an investment advisory firm in Traverse City, Michigan. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Traverse City, Michigan

Zhang Financial is a fee-only wealth management firm based in Portage, Michigan, with over $8 billion in regulatory assets under management. The firm's leadership includes NAPFA members and in-house CPAs and licensed attorneys who coordinate investment management, tax planning, and legal services. Zhang Financial operates as a 100% independent fiduciary with minimum investment requirements of $1,000,000 for Michigan clients and $2,000,000 for those outside the state, and received the 2022 Better Business Bureau Torch Award for Ethics.

Traverse City, Michigan

Fortitude Wealth Planners, LLC is a financial planning firm based in Traverse City, Michigan, founded in 2006 by Vicki L. Beam, who holds FINRA Series 6, 7, 24, 63, and 65 credentials. The firm provides financial planning and insurance analysis services using a holistic approach that coordinates financial strategies with clients' life objectives. The team includes Michelle, who holds Series 7 and 66 certifications and professional insurance licenses, and Dwiyana Edwards, who holds SIE, Series 6, and Series 65 credentials along with a life insurance license. The firm also facilitates estate planning services including trusts and wills through a network of attorney partners.

Traverse City, Michigan

Centennial Wealth Advisory, located in Traverse City, Michigan, provides financial planning services with a focus on retirement planning. The firm works with clients through a structured process that includes strategy development, evaluation of current financial circumstances, and ongoing plan implementation and monitoring. The firm has received recognition from the local community and offers complimentary initial consultations.

Troy, Michigan

Insurance-Based

Great Lakes Financial Group of Prudential Financial is an insurance-based firm in Troy, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Troy, Michigan

Route Financial Group, based in Troy, Michigan, was founded by Loran Coffman and provides financial planning and advisory services with a focus on understanding clients' values and life goals alongside their financial objectives. The firm operates as a fiduciary and partners with RFG Advisory, which offers technology, compliance, and operational support across all 50 states and manages over $5.4 billion in assets. Route Financial Group serves clients across life stages, including those approaching retirement and business owners, using a collaborative planning process that emphasizes long-term strategy and ongoing communication.

Troy, Michigan

Western & Southern Life is an investment advisory firm in Troy, Michigan. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Troy, Michigan

Hinkson Wealth Management, LLC is an investment advisory firm in Troy, Michigan. Services include Estate Planning, Financial Planning, Insurance Analysis, Investment Management, Retirement Planning, and Tax Planning. The firm specializes in Insurance Planning and Tax Strategy. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 65 Google reviews.

Troy, Michigan

StraightLine is a Troy, Michigan-based financial advisory firm that provides financial planning and investment management services, operating under a fiduciary standard. The firm specializes in managing employer-sponsored retirement plans alongside IRAs, employing a goals-based planning approach and maintaining a fee-only model without incentives to move assets between account types. Led by principals including Mike Bisaro (President & CEO) and other advisors with combined decades of experience, StraightLine serves both individual and institutional clients, including employees of major corporations and universities.

Troy, Michigan

Stonebridge Financial Partners is an investment advisory firm in Troy, Michigan. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Troy, Michigan

City Center Financial, LLC is an investment advisory firm in Troy, Michigan. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 9 Google reviews.

Troy, Michigan

The Burzynski Group is a family-owned firm in the Troy, Michigan area that has served Metro Detroit families for over three decades, focusing on financial planning, insurance analysis, and retirement planning. The firm works with individuals approaching or in retirement to develop income and preservation strategies using their Roadmap for Retirement process. Led by Brett Burzynski, the firm emphasizes fee transparency and operates independently to offer customized products and services for retirement-focused clients.

Troy, Michigan

Gibson & Company Private Wealth Advisors is an investment advisory firm in Troy, Michigan. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Troy, Michigan

TM Advisors is a Troy, Michigan-based firm offering investment management and wealth management services. The firm employs CPAs and CFPs to structure client portfolios aligned with growth, income, and capital preservation objectives, and provides tax planning and mergers and acquisitions advisory services. The firm also sources alternative investments in private real estate, infrastructure, equity, and credit strategies.

Troy, Michigan

LaMacchio Financial Group is a Troy, Michigan–based financial advisory firm serving individuals, couples, families, business owners, and estates. The firm provides goals-driven planning and investment management alongside services in retirement planning, estate planning, income tax planning, and cash flow analysis. Operating as a fiduciary to advisory clients, LaMacchio emphasizes customized financial planning informed by clear communication and regular progress reviews, with flexible meeting options and optional concierge services available.

Troy, Michigan

Financial Services of America is a fiduciary advisory firm based in Troy, Michigan, with additional offices in Brighton, Chesterfield, Farmington Hills, and Okemos. The firm provides estate planning, retirement planning, and related services including legacy planning and annuity guidance, using an integrated planning process called the FSA CARES system. Led by Founder and CEO Richard D. James, the firm works with clients to develop comprehensive financial strategies that address investments, insurance, taxes, and family succession planning across the client's full financial picture.

Village of Clarkston, Michigan

Ecos Wealth Advisors is an investment advisory firm in Village of Clarkston, Michigan. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Whitmore Lake, Michigan

52 Blue Wealth Management is an independent financial advisory firm based in Whitmore Lake, Michigan, offering financial planning and investment management services. The firm serves clients with retirement planning, 401(k) account management, estate and business transition planning, and general financial guidance. As an independent firm, the advisors work directly with clients rather than through an institution.

Wyandotte, Michigan

Safe Haven Wealth Management, founded by Brian Teets (IAR, MBA), is a Wyandotte-based independent registered investment advisor specializing in retirement planning. The firm guides clients through a three-step process: initial discovery meetings to understand personal circumstances, development of customized financial strategies explained in accessible language, and ongoing plan reviews to adapt to changing needs. With over two decades of experience in financial education, Teets emphasizes breaking down complex concepts to help clients make informed decisions across retirement, Social Security timing, and related financial areas.

Wyoming, Michigan

Seven Oaks Capital is a Wyoming, Michigan-based financial advisory firm operating on a fiduciary basis, serving individuals and employers. The firm offers retirement planning, education savings strategies, debt management, tax planning, asset protection, and financial wellness programs for company retirement plans, emphasizing personalized service and actionable planning steps.