2 advisors with offices in Muskegon. Credentials, fee structures, and minimums are disclosed on each listing.
Muskegon, Michigan
ARGO Wealth Partners is an investment advisory firm in Muskegon, 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 4.4-star rating from 7 Google reviews.
View detailsMuskegon, Michigan
Independent RIA
Braeburn Wealth Management is an independent registered investment advisor founded in 2011 and based in Muskegon, Michigan, offering investment management, wealth management, and financial planning services. The firm's principal, Michael Poland, holds a CFA designation and brings over three decades of industry experience from prior roles at major wirehouses. The team includes credentialed and experienced staff members who assist with client management, financial planning, and compliance across areas including retirement planning, social security strategy, and employer-sponsored plans.
View detailsAdvisors serving Muskegon 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.