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Find Best Financial Advisors in Michigan

Advisor Match

A densely populated state like Michigan has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Michigan and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Michigan

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Michigan
Financial Advisor Office Location Phone Number
Christopher Mollan
LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI  48334
(248) 987-8054
Phillip MItchell CFA®, CPA
Kroon & Mitchell Asset Management
29 Pearl St,
Grand Rapids, MI  49503
(616) 356-2002
Todd Perry, CFP, CIMA, CPWA
Executive Wealth Management
135 W North Street Ste 1,
Brighton, MI  48116
(810) 229-6446
Mark Drake Sr.
Primerica Advisors
536 Romence Rd.,
Portage, MI  49024
(269) 329-0010
Kyle Cooper, CFP® ChFC®
Financial Strategies Group, Inc.
2270 Jolly Oak Road,
Okemos, MI  48864
(517) 347-4337
Kimberly Jamieson CFS® CRPC®
Michigan Financial Companies-Rochester Wealth Management
28411 Northwestern Hwy,
Rochester, MI  48309
(248) 663-4707
Ryan Lind
Edelman Financial Engines, LLC
1200 East Paris Avenue SE Suite 7,
Grand Rapids, MI  49546
(616) 949-5959
Andrzej Mendela
Edelman Financial Engines, LLC
201 West Big Beaver Road,
Troy, MI  48084
(248) 468-1864
John Salomon CPA, CFP
J2 Capital Management, Inc.
1301 W. Long Lake Rd.,
Troy, MI  48098
(248) 641-4444
Brian Sites
Edelman Financial Engines, LLC
39775 Traditions Drive,
Northville, MI  48168
39425 Garfield Rd,
Clinton Township, MI  48038
(248) 348-3535
(586) 978-7998
Ashley Kremhelmer
Edelman Financial Engines, LLC
39555 Orchard Hill Place,
Novi Township, MI  48375
(248) 468-1862

Information on Qualified Financial Advisors in Michigan

Qualifications CRD# 4629054
Series 7, 31, 63, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI 
48334
Phone Number (248) 9878054

About LPL Financial

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.



Qualifications CRD# 6251940
FirmCRD# 168120
Series 65

Compensation/Fee Fee Only, Based on Assets, Hourly


Office Location 29 Pearl St,
Ste 400,
Grand Rapids,
MI 
49503
Phone Number (616) 3562002

About Kroon & Mitchell Asset Management

Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.



Qualifications CRD# 5795799
FirmCRD# 140736

Compensation/Fee Fee-Based, Based on Assets


Office Location 135 W North Street Ste 1,
Brighton,
MI 
48116
Phone Number (810) 2296446

Todd, a CERTIFIED FINANCIAL PLANNER" Professional, joined Executive Wealth Management in 2019. Prior to joining EWM, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todds background also includes tax planning and preparation after having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in the Wall Street Journal discussing the subject in an article titled, "Advisors Focus on 2013 Tax Plans". Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to the CFP certification, he has also earned the Certified Investment Management Analyst and Certified Private Wealth Advisor designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.

About Executive Wealth Management

Executive Wealth Management is built on the lasting principals of trust, community and compassion set forth by our founder in 2006 and our current ownership team continues to value these ideals. As fiduciaries, our mission is to help build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being. We believe in a fee- based approach which helps align our interest with those of our clients. Executive Wealth Management uses a disciplined, risk adjusted, and timely approach to investing. Each day, using our proprietary money management platform, Fortunatus Investments?, we carefully monitor our wealth management strategies for each client. These individual strategies are rooted in a personalized, tactical, and proactive approach to investing. Most investors realize the importance of planning wisely for the future - setting long term goals and then working toward achieving them. Unfortunately, in an ever-changing world, the right path toward financial independence is not always obvious.



Qualifications CRD# 1602983
FirmCRD# 10111
Series 6, 26, 63, 65


Office Location 536 Romence Rd.,
Suite 105,
Portage,
MI 
49024
Phone Number (269) 3290010

Mark was born and raised in the small town of Three Rivers, Michigan. It was there that he met and married his high school sweetheart, Ann. While working full time for his father's company, Drakes Fuel Service, he simultaneously worked to build the foundation of what would become a lifelong passion and career as a Financial Advisor. For 35 years, he has continued to stay educated and committed to providing his clients with cutting edge financial tools and the highest quality of personal service. Mark, alongside his support staff and dedicated team of advisors, has led countless local families to and through a successful retirement while helping them navigate the challenges that tend to go along with it. Mark's children, Abigail & Mark Jr. have both joined the family business. Today, Mark & Ann reside in Lawton, Michigan.

About Primerica Advisors

Our family has been dedicated to serving the people of West Michigan since 1985. We love getting to know you personally and learning what you value the most so that we can design a financial plan that best represents those values. Our advisory team represents a wide range of backgrounds who serve our community not because it's our job, but because we truly have a passion for leading our clients through the phases of their financial life with confidence instead of fear."



Qualifications CRD# 6078781
FirmCRD# 289054
Series 7, 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 2270 Jolly Oak Road,
Suite 2,
Okemos,
MI 
48864
Phone Number (517) 3474337

Kyle has been with the Financial Strategies Group since 2013. Before joining FSG, Kyle attended Central Michigan University. It was there that he graduated with a Bachelor of Science in Business Administration, majoring in Personal Financial Planning.. Kyle began his professional career as a Financial Adviser at Edward Jones Investments. His passion for pursuing education above the standard can be attributed to Zig Ziglar's "Success is when hard work meets opportunity". Today, he is a part of an elite group of financial professionals that has the CERTIFIED FINANCIAL PLANNER practitioner and Chartered Financial Consultant designations. Kyle resides with his wife, Mackenzie and their two dogs, Paisley and Wrigley in Lansing, MI. He enjoys watching sporting events and outdoor activities such as hunting and fishing. As an advisor, Kyle works to maintain genuine, long-lasting relationships as he believes trust and familiarity is a crucial element for his clients to avoid financial pitfalls and reach their financial goals.

About Financial Strategies Group, Inc.

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.



Qualifications CRD# 5868379
FirmCRD# 0
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 28411 Northwestern Hwy,
Suite 1300,
Rochester,
MI 
48309
Phone Number (248) 6634707

Kimberly L. Jamieson, CFS®, CRPC® is a Financial Planner with Michigan Financial Companies-Rochester Wealth Management. Kimberly has built her practice around putting her clients' interest first. Kimberly follows the fiduciary standard and holds herself to strict ethical standards to ensure financial planning recommendations are in her client's best interest. Kimberly holds the Series 7 Securities license, Series 65 Investment Advisory License, along with Series 6 and 63. She also is licensed in Life, Accident, Health, and Annuities. One designation that sets Kimberly apart is the CFS® (Certified Fund Specialist®) certification which requires mastery of portfolio construction, risk measurement, manager selection, monitoring, income strategies, retirement accounts, titling, taxation and the psychological aspects of finance from The Institute of Business and Finance®. She also has received the CRPC® (Chartered Retirement Planning Counselor) designation, which focuses on client-centered problem-solving. Financial Planners with the CRPC® designation can help define a roadmap to retirement and assist clients' pre- and post-retirement needs, as well as issues related to asset management and estate planning. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

About Michigan Financial Companies-Rochester Wealth Management

At Michigan Financial Companies-Rochester Wealth Management we are committed to help each of our clients achieve their unique goals, by following a specific three-step process. Planning: Successful investing is goal focused and plan driven. Kimberly works with her clients to develop a plan, so they know exactly what it takes to be financially secure. The best part of having a plan is knowing exactly how much to spend or save. Kimberly helps her clients define their goals. Provide Perspective & Educate: Throughout their relationship, Kimberly aims to provide perspective during important economic events by keeping her clients informed, their portfolios are designed to withstand changes in the market. Managing Investment Behavior: Working with a trusted advisor helps keep emotions out of investing. Kimberly provides guidance to her clients so they can better manage their instinctive reactions to market volatility.



Qualifications CRD# 5726311
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1200 East Paris Avenue SE Suite 7,
Grand Rapids,
MI 
49546
Phone Number (616) 9495959

Joined Edelman Financial Engines in 2019. Began his career in the financial services industry in 2009. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Bachelor of Arts in Business Management/Finance from North Central College.Married to Christa. They have a flame point rag-doll cat named Truman. Ryan enjoys golfing, fishing, hiking, going to the beach and family time.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 4886498
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 201 West Big Beaver Road,
Suite 950,
Troy,
MI 
48084
Phone Number (248) 4681864

Joined Edelman Financial Engines in 2012. Began his career in the financial services industry in 1999. Earned the Registered Financial Consultant (RFC®) certification. Bachelor's degree in Communications from Saint Mary's College, and Bachelor's degree in Telecommunications from Michigan State Univeristy.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3035112
FirmCRD# 152964
Series 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 1301 W. Long Lake Rd.,
Suite 260,
Troy,
MI 
48098
Phone Number (248) 6414444

John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.

About J2 Capital Management, Inc.

J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.



Qualifications CRD# 5058299
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 39775 Traditions Drive,
Suite D-800,
Northville,
MI 
48168
Phone Number (248) 3483535

Office Location 39425 Garfield Rd,
Suite 25,
Clinton Township,MI  48038
Phone Number (586) 9787998

I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. Im married with one son.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5525567
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 39555 Orchard Hill Place,
Suite 365,
Novi Township,
MI 
48375
Phone Number (248) 4681862

As a financial planning professional, I bring experience and a passion for helping people to achieve their goals to every interaction with my clients. I have a genuine interest in people, and some of my most important skills as a financial planner include extreme attention to detail and a love for solving financial puzzles. Ask me what is most important to me, and I'll tell you it's my family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?