MI · East Grand Rapids

Fiduciary advisors in East Grand Rapids, MI

1 advisor with offices in East Grand Rapids. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in East Grand Rapids

EverSource Wealth Advisors Michigan - Grand Rapids

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.

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Financial advisors in East Grand Rapids, Michigan

Advisors serving East Grand Rapids 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.

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