Fiduciary advisors in Southfield, MI

Southfield, Michigan

Advance Capital Management is an independent, fee-only registered investment adviser based in Southfield, Michigan, offering financial planning, investment management, and estate planning services to clients throughout Michigan and remotely. The firm charges a percentage-based fee on assets under management and does not charge for planning services until investment management begins. A dedicated adviser works with each client using an evidence-based investment approach, and the firm coordinates with clients' other professional advisers including tax and estate planning attorneys.

Southfield, Michigan

Ciesinski Wealth Management is an independent, fee-only advisory firm based in Southfield, Michigan that provides investment management and wealth management services. Operating with fiduciary obligations, the firm works with clients through a structured process—discovery, recommendation, implementation, and ongoing review—to develop customized strategies aligned with individual circumstances and goals. The firm's service areas include strategic investment management, retirement income distribution planning, and tax planning, supported by a relationship-focused approach designed to serve clients across different life phases.

Southfield, Michigan

Mercury Capital is a financial advisory firm based in Southfield, Michigan, led by advisor Bradley Augustine. The firm operates as a registered investment advisor through LPL Financial and offers investment solutions tailored to clients' individual circumstances and objectives. Mercury Capital emphasizes personalized guidance and long-term client relationships, supported by back-office infrastructure, research resources, and access to diverse investment options through its custodian relationship.

Southfield, Michigan

Roger Houston, a CFP® with additional credentials including ChFC, CRPC, CLU, and CFS, operates a family-owned financial planning practice in Southfield, Michigan with over 35 years of combined experience. The firm specializes in retirement planning for working individuals and families, with particular expertise in corporate retirement benefits from major employers including AT&T and related predecessors. Supported by LPL Financial as their broker/dealer, the practice offers investment advisory and brokerage services while maintaining independence and local decision-making.

Southfield, Michigan

Star Tax Solutions is a Southfield, Michigan-based firm with over 33 years of history in tax preparation and accounting services. The firm's staff includes CPAs, tax preparers, and former IRS agents who provide tax planning, bookkeeping, business advisory, corporate formation assistance, and non-profit tax preparation services year-round. The company also operates an affiliated insurance agency through Polaris PCL Insurance Agency.

Southfield, Michigan

Independent RIA

Triad Resource and Development Group LLC is an independent ria firm in Southfield, Michigan. It acts as a fiduciary. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 13 Google reviews.