Fiduciary advisors in Grand Rapids, MI

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.