Fiduciary advisors in Livonia, MI

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.

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

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.