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Financial Advisors in Michigan

Advanced Asset Management, LLC
4555 Wilson Ave SW,
Grandville, MI   49418
Call : (616) 531-5220

Advanced Asset Management, LLC was established in 1997 to provide fee-only financial planning and investment management services to individuals who desire to work with a financial professional on a fee-only basis. Fees are negotiable based on the work involved and the assets to be managed. Fees begin at $300 for financial planning and range from 1/2% to 1% for assets under management. Clients have the flexibility to be financial planning only clients or investment management clients or both. It is AAM's desire to establish a long-term financial planning and investment management relationship with each client.

Forest Hills Financial, Inc.
3210 Eagle Run Dr NE,
Grand Rapids, MI   49525
Call : (616) 949-6006

Everyone has different financial goals, but what each person has in common is their need for a financial plan. Regardless of what you want to work towards, you need a financial roadmap to get there. Whether you want to save for college, retirement or other goals, it all starts with listening to you, and creating a plan that matches the right financial services with your needs. I pride myself in understanding the financial situations of my clients. IS THIS YOU?Do you have investments in multiple accounts but no strategy as to why you own what you own and why you have what you have?Has it been years since you have met with your advisor or does your advisor only call to sell you something?Are you a busy executive, Doctor, or business owner that just needs someone to organize and plan their complex financial situation?Do you watch money programs on television, listen to generic radio talk shows and read books on money hoping to better understand the complex issues you face with your... read more>>

Gardey Financial Advisors
100 Harrow Lane,
Saginaw, MI   48638
Call : (989) 791-3880

Gardey Financial Advisors, an investment management and financial planning firm, founded in 1985 by Kim Gardey, has grown into a team of 17 associates including six Certified Financial Planner professionals and a Chartered Financial Analyst. These professionals work to secure your financial future.Our Advisors have backgrounds that include over 273 years of professional investment management and financial planning experience. These professionals have additional experience in everything from brokerage firms, corporate finance and bank trust departments to higher education, insurance, and real estate. This ensures that you will receive only sound financial advice. We work closely with our client's attorneys, tax preparers, and other professionals.Gardey Financial Advisors services are provided on a fee basis with compensation solely through fees paid directly to the firm by clients. Commissions are not accepted from any source. Professional advice is provided but no products (i.e.,... read more>>

Gibson & Company - Private Wealth Advisors
101 W. Big Beaver Road,
Troy, MI   48084
Call : (248) 202-2919

At Gibson & Company, we provide our clients with comprehensive financial planning and world-class active investment services.We work together with you to create a "big picture" financial plan for your life, and focus on the simple and powerful financial decisions you will need to make along the way to reach all your financial goals - to make the life you hope for in the future, a reality.

LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI   48334
Call : (248) 987-8054

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 maze of issues facing them and their families. We always strive for excellence in our clients relationships and promise to do our utmost to exceed expectations. We believe that personal relationships are critical to helping clients achieve their goals and improve the overall quality of their lives. We are committed and vow to always act with the greatest of ethics, honesty and integrity for every client. We are dedicated to achieving success for our clients within their stated objectives and risk parameters. We strive for mutually rewarding, long-term relationships and to assist our clients and their families for decades.

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Schwallier Wealth Management LLC
4764 Fulton Street E, Suite 201,
Ada, MI   49301
Call : (616) 855-2051

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 10 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace.After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters (employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory (RIA) firm. Schwallier Wealth Management (SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients' best interests and fully disclose any conflicts of interest.As a fee-only firm, we work directly for clients and never accept any commission revenue that... read more>>

The Strategic Planning Group
10 N Lapeer Street,
Lake Orion, MI   48362
Call : (248) 929-8955

We believe most of us have the same basic goals when it comes to financial planning:1. Protect our assets2. Save taxes3. Build wealth4. Keep the process as simple as possibleOur Fiduciary ResponsibilityLegally bound by the fiduciary standard when serving clients:We will always put our clients’ interests first – ahead of our own, of our firm and our employees. As defined by federal law, we will act as a fiduciary.When selecting investments, we will seek the most suitable investments for our clients at all times.Licenses, Registrations & TrainingSeries 65Life & AccidentWe use TDAmeritrade as the custodian for all our clients funds.Registrations with CoreCap Investments

Stoney Creek Advisors, LLC
Suite 105,
Rochester, MI   48307
Call : (248) 266-2900

SCA is a state-registered Investment Advisory firm, located in Rochester Hills, Michigan. We have been in business for two years but have a combined 50 years of experience. We are a fee-based fiduciary and do not charge commissions. We are not affiliated with a broker-dealer and are 100% independent. Our custodian is TD Ameritrade.

CPR Investments, Inc.
5746 24 Mile Road,
Shelby Township, MI   48316
Call : (586) 553-4078

WHY CPR INVESTMENTS?At CPR Investments, we are constantly working to grow our clients? funds while minimizing loss. As with most goals, investing requires purposeful, intelligent and consistent action. Unlike a passive "buy-and-hold" philosophy, CPR Investments takes an "act-and-achieve" approach. By acting to protect your capital during poor markets and building your capital during strong markets, CPR Investments is constantly at work for you! We understand that sound investing is a very disciplined process. Because of this, we offer strategies that remove emotion, opinion and personal bias from the investment process. We do not make forecasts or predictions. Instead, we provide our clients with objective investment strategies that have been developed from years of intense market analysis. At CPR Investments, we are committed to you as a person: committed to helping you fulfill your hopes, accomplish your goals, and realize your dreams. Every investment decision is made with you in... read more>>

Financial Strategies Group
2270 Jolly Oak Road Suite 2,
Okemos, MI   48864
Call : (517) 347-4337

At Financial Strategies Group we have one goal in mind. That is to provide the best possible experience for you, the client. We can achieve this goal in a number of different ways but always take the time to understand your expectations and objectives as well as continually advancing our education as advisors. We are proud to have 4 advisers who hold CERTIFIED FINANCIAL PLANNER® designation and 4 who hold the Chartered Financial Consultant® designation. We as a firm strive to provide the highest level experience for the client.

Kanai Wealth Management Group
2050 Celadon Drive NW,
Grand Rapids, MI   49502
Call : (616) 818-3150

Choosing a wealth manager is a lesson in trust. Financial advisors are entrusted not only with a family�s financial house, but more importantly with their life goals and dreams. The team at Kanai Wealth Management Group understands the importance of this relationship and works diligently with our members to maintain that trust through our knowledge, expertise and commitment to service. To get to know one another, we offer potential clients a complimentary initial consultation. During this meeting, we learn about your financial goals and your commitment to reaching them. We also use the time to educate you about our investment philosophy and the institutional investment process we follow to help you as you strive to reach your long-term goals. Becoming acquainted in this way helps us determine whether our services will meet your needs.

Lincoln Financial Advisors
1000 Town Center, 26th Floor,
Southfield, MI   48075

At Lincoln, we use a holistic, fee-based financial planning process, which systematically addresses your specific and most important areas of concern and need. Often, those needs fall into at least one of these four categories: 1. Achieving Financial Independence 2. Investment Planning 3. Estate Planning 4. Business Owner PlanningOnce we understand your specific needs and goals, we address them in three ways: 1. We bring creative design ideas to the table in the areas of wealth preservation, as well as wealth creation 2. We coordinate and collaborate with your other advisors, such as your accountant or attorney 3. We act as your catalyst to accomplish your most important financial goalsLastly, we are a team of independent, fee-based advisors. Because of this independence, there are not limitations in the types of investments or strategies that we can use for our clients. In short, we help our clients find the solutions that best fit their unique needs and situation, without... read more>>

Financial Engines Advisors, LLC
39425 Garfield Rd,
Clinton Township, MI   48038
Call : (586) 978-7998

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Financial Engines Advisors, LLC
39775 Traditions Drive,
Northville, MI   48168
Call : (248) 348-3535

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Financial Engines Advisors, LLC - Detriot III - Ann Arbor
900 Victors Way,
Ann Arbor, MI   48108
Call : (734) 585-2870

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Financial Engines Advisors, LLC
251 North Rose Street,
Kalamazoo, MI   49007
Call : (616) 949-5959

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Financial Engines Advisors, LLC
70 W Michigan Ave.,
Battle Creek, MI   49017
Call : (616) 949-5959

Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center.

Financial Engines Advisors, LLC
1200 East Paris Avenue SE Suite 7,
Grand Rapids, MI   49546
Call : (616) 949-5959

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Main Financial Group
8273 Grand River Ave.,
Brighton, MI   48114

Our story is simple; we believe in building lifelong relationships. We do this by taking what can be a very challenging topic - your financial life - and providing resources, clarity, and recommendations so you can make informed decisions. At the end of the day, we specialize in independent objective financial advice.Main Financial Group (MFG) is a full-service income planning, wealth management and tax-efficient strategies firm located in Brighton, Michigan. Our diverse client base includes individuals, families, and businesses. Many of our clients are referred to us by existing clients, which we take as our biggest compliment. We provide ongoing and dynamic services to help you make better financial decisions. This relationship is rooted in trust and often spans multiple generations.We offer a complimentary initial introductory consultation. This allows you to present your financial situation, concerns and expectations to us. We then mutually determine if MFG can meet those... read more>>

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Are You A Financial Advisor in Michigan?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
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