Financial Advisors in or around Detroit, Michigan

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

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Results from people who have used the "Match Me" form above

Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.

WiserAdvisor >   Michigan >   Detroit 

Premium Financial Advisors Listing

Norm Matthes, Financial Advisor from Detroit, Michigan

Norm Matthes

Distance: 12 miles

With the increasing complexity of today’s financial market, the need for a trusted financial advisor has never been greater. I am dedicated to helping individuals and businesses improve their long-term financial success. My commitment is to provide personalized and responsive service to each client. I recognize the individuality of each client's si...

Doug Clark, Financial Advisor from Detroit, Michigan

Doug Clark

Distance: 15 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Dennis Prost, Financial Advisor from Detroit, Michigan

Dennis Prost

Distance: 16 miles

Active Management is a phrase not heard too often. It means nothing to most people until it’s too late. Conventional wisdom tells us if we “Buy and Hold” we will retire rich. We don’t believe this theory and the statistics are on our side. Rather, we believe in “Buy and Manage”. We manage the profit or the loss with a focus on capital preservatio...

Bob Drake, Financial Advisor from Detroit, Michigan

Bob Drake

Distance: 16 miles

Finding financial leadership and accountability today is more important than ever before. At Drake Financial, we've developed a unique process, The Financial Advocate Approach(TM), to clarify confusing financial decisions and to deliver wealth building strategies for our clients. Let us help you build your financial future....

Mr. Jeffrey J. Warsaw, Financial Advisor from Detroit, Michigan

Mr. Jeffrey J. Warsaw

Distance: 16 miles

Largest Independent Provider of Retirement Services and Education in the State Michigan....

Christopher Mollan, Financial Advisor from Detroit, Michigan

Christopher Mollan

Distance: 19 miles

Our clients' needs come first. We are committed to providing the highest quality and objective counsel, customized wealth management solutions, and unparalleled service to every client. In today's complex environment, we add value to the financial decision-making process by utilizing our experience and expertise to guide our clients through the...

Anthony Manaia, Financial Advisor from Detroit, Michigan

Anthony Manaia

Distance: 19 miles

Manaia Capital Management helps individuals and companies build professionally managed, diversified investment portfolio, customized to meet their specific objectives. Personalized service is essential to our approach to investment planning. We strive to achieve this by using the following five step financial planning process:1. Identify the cli...

Josh Maly, Financial Advisor from Detroit, Michigan

Josh Maly

Distance: 23 miles

The Mutual Fund Store® is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the company’s system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Joseph Brockman, CFP®, Financial Advisor from Detroit, Michigan

Joseph Brockman, CFP®

Distance: 24 miles

We are an industry-leading independent broker-dealer that enables financial professionals to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. Financial professionals choose to work with Cambridge as their independentbroker-dealer so that they may offer their clients unbiased investment advice...

Other Financial Advisors Listing

Doug Burgdorf, CFP®, Financial Advisor from Detroit, Michigan

Doug Burgdorf, CFP®

H&B Financial Group, Inc.

H&B Financial Group, Inc., is a comprehensive financial planning and investment management firm. We have the ability to represent our clients as either a registered representative or a registered inv...

Joseph Budd, CFP, ChFC, Financial Advisor from Detroit, Michigan

Joseph Budd, CFP, ChFC

Joseph G. Budd, CFP, ChFC Smith Barney

We provide comprehensive financial planning and wealth management. This includes estate planning, retirement planning, and asset management. Managed accounts and fee based mutual fund portfolios are t...

Derrick Glencer, Financial Advisor from Detroit, Michigan

Derrick Glencer

Fiscal Associates, Inc.

Fiscal Associates, Inc. is a comprehensive financial services firm committed to helping you improve your chances of long-term financial success. Our customized approach is designed to help potentially...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only