Fiduciary advisors in Jackson, MI

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.

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

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.