3 advisors with offices in Birmingham. Credentials, fee structures, and minimums are disclosed on each listing.
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.
View detailsBirmingham, 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.
View detailsBirmingham, 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.
View detailsAdvisors serving Birmingham specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Michigan's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.