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Find Top Financial Advisors in Ann Arbor, Michigan

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Ann Arbor, Michigan
Last Updated - 13-May-2022

Ann Arbor has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 54 non-vetted advisors in your local area. These financial advisors in Ann Arbor , Michigan have an average of 17 years of experience.

NOTE: The list of financial advisors in Ann Arbor , Michigan mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Ann Arbor , Michigan .

Qualified Financial Advisors in Ann Arbor, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Hylan Moises
NORTH STAR FINANCIAL ADVISOR
415 Detroit Street Suite 100,
Ann Arbor, MI 48104
17 Not Specified Not Specified Fee-Based
Brian Sites
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39775 Traditions Drive,
Northville, MI 48168
15 Not Specified Not Specified Fee-Based
Ashley Kremhelmer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39555 Orchard Hill Place,
Novi Township, MI 48375
22 Not Specified Not Specified Fee-Based
Christopher Mollan
Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Life & Health Insurance licensed, Accredited Wealth Management Advisor(AWMA)
LPL FINANCIAL
31731 Northwestern Hwy.,
Farmington Hills, MI 48334
14 36,000,000 $25000 Fee-Based
Matt Saltzgaber
AIF®
VISION WEALTH MANAGEMENT
1668 S. Telegraph, Suite 250C,
Bloomfield Hills, MI 48302
8 0 100000 Fee-Based
Andrzej Mendela
CFP®, Registered Financial Consultant (RFC), RFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
201 West Big Beaver Road,
Troy, MI 48084
14 Not Specified Not Specified Fee-Based
Karla Stanton
CFP®, ChFC®, AIF®
ENGLER, GARROW & ROTH, LTD
1645 Indian Wood Circle,
Maumee, OH 43537
33 Not Specified $100,000 Fee-Based
Sara Uh
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39425 Garfield Rd,
Clinton Township, MI 48038
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Ann Arbor

Qualifications CRD# 4855954
FirmCRD# 8032
Series 7, 66

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


Office Location 415 Detroit Street Suite 100,
Ann Arbor,
MI
48104
Phone Number 734-213-6240

My motivation to become a financial advisor stems from my passion for investing and an enduring commitment to educate others and help enhance their financial well-being. I believe it is beneficial to the clients I serve that I became a financial advisor later in life and followed a rather non-traditional path, having transitioned from being a university professor to become an independent investment advisor representative. Prior to securing my financial credentials in 2004, I developed my investment expertise and market wisdom the "old-fashioned" way. I learned to manage uncertainty in financial markets and temper the emotional volatility I experienced as an individual investor by successfully navigating through bull and bear markets beginning in the mid 1970s. From to my academic background, I understand and appreciate the importance of being a good listener and respecting the opinions of others. As a doctorally prepared neuroscientist, I understand the need to think critically and analytically and to maintain a commitment to life-long learning. My knowledge of behavioral finance and neuro-economics allows me to appreciate how my clients think and behave about money and help them understand that as well. Using this perspective, I provide my clients with a unique style of leadership and personalized guidance with all aspects of their life that involve financial decisions. As an Investment Adviser Representative of Commonwealth Financial Network®, I adhere to a personal philosophy of always putting the interest of my clients first. In my advisory role, I specialize in comprehensive financial life planning, risk-managed portfolio construction, tactical asset management, tax control strategies, and retirement income planning. As a tactical asset manager, my goal is to be resilient, nimble and adaptable in the face of changing and unexpected market environments. I received my undergraduate degree from the University of Washington in Seattle and earned my Ph.D. in Physiology and Neuroscience from the University of Rochester (Rochester, NY). I was a tenured Professor of Physiology and Neuroscience at the University of Michigan (Ann Arbor, MI, 1981-2004), before leaving academia to pursue a career in business as an investment advisor. Prior to co-founding North Star Financial Advisors in 2007, I worked as a financial advisor for Ameriprise Financial Services (08/2004 -12/2006). I have resided with my family in Ann Arbor for the past 39 years and recently welcomed our first grandchild, Ryder into this world.

About North Star Financial Advisor

Our mission at North Star Financial Advisors is to provide you with the leadership and broad range of trusted advice to navigate your way to financial security, however you may define it. Because we are independent Investment Adviser Representatives, we have the advantage of gaining access to a very broad array of investment and insurance choices. We work only for you and keep your best interests in mind. We have no hidden pressures or incentives from company executives.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5058299
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39775 Traditions Drive,
Suite D-800,
Northville,
MI
48168
Phone Number 248-412-0160

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. I'm 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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 5525567
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 39555 Orchard Hill Place,
Suite 365,
Novi Township,
MI
48375
Phone Number 248-468-1355

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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 248-987-8054

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# 6117651
FirmCRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based


Office Location 1668 S. Telegraph, Suite 250C,
Bloomfield Hills,
MI
48302
Phone Number 248-259-7729

Matt is a business professional with over 20 years of experience, two Master's degrees, and is an independent Financial Advisor. Matt holds a Bachelor's degree from Michigan State University along with a Master's Degree in Mechanical Engineering and a Master's Degree in Business Administration (MBA). Prior to joining LPL Financial, he was a successful Program Manager at General Dynamics Land Systems and was responsible for multi-million dollar programs for the US Army. In addition to Program Management, he also owned several small businesses. As a wealth advisor, he helps you pursue your financial and retirement goals and handle life's circumstances. He performs comprehensive financial planning and manages all aspects of your overall portfolio. He has experience with active portfolio management, financial and retirement planning, estate planning, tax planning, and ensuring that your family is properly insured. Matt is a very passionate and caring individual and provides all of his clients with a high level of service and dedication. Matt lives in West Bloomfield, MI with his wife, Jacquelyn, and four children Alana, Ryan, Cora, and their angel, Eve. Matt is very active in the community and recently served as the President of the Lakes Area Rotary Club located in Walled Lake, MI. In his spare time, he enjoys watching Michigan State University Basketball and Football games, and more importantly, spending quality time playing with his kids. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. finra.org, sipc.org

About Vision Wealth Management

Guidance that Brings your Vision for the Future into Sharp Focus At Vision Wealth Management, we help you find your focus, clearing a path through the maze of complex issues that you face at every stage of life. Our commitment to honesty, integrity, and comprehensive service shape what we do every day, as we provide our clients with objective financial guidance. Whether your focus is on building your nest egg, retirement, or leaving a legacy, we can help. As independent financial advisors, the plans and strategies we construct are tailored to your precise objectives and risk tolerance. Lets start a conversation and get to know each other. We look forward to working with you now and for years to come.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4886498
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 201 West Big Beaver Road,
Suite 950,
Troy,
MI
48084
Phone Number 248-825-8220

As an experienced financial planner, I take great pride in helping my clients create effective financial plans and strategies so they can achieve their financial, investment and retirement goals. My time away from work is spent with my wife and three children hiking, playing soccer and pursuing my interest in photography. Also, I grew up in Poland and speak fluent Polish.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4885960
FirmCRD# 14303
Series 7, 66

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


Office Location 1645 Indian Wood Circle,
Ste.102,
Maumee,
OH
43537
Phone Number 419-794-0550

Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. John Engler, Matthew Garrow, and Timothy Roth have been guest speakers on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. Matt and Tim have each served as President of the Society of Financial Service Professionals, Toledo Chapter. Tim currently serves on the Board of Lutheran Ministries of Mercy. Matt serves on the Morenci, Michigan Downtown Development Authority Board and is actively involved with the Kiwanis Club of Morenci. John is a past board member of the FPA of Northwest Ohio. Outside of the office, Matt farms 534 acres in Northwest Ohio with his brother where they grow corn and soybeans. Karla Stanton understands the challenges families face in balancing daily life while saving for the future, so she focuses her practice on the financial goals of families while still assisting clients who are focused on retirement and other goals. Karla has been actively involved in the Northwest Ohio/Southeast Michigan communities her entire life.

About Engler, Garrow & Roth, Ltd

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton, all CERTIFIED FINANCIAL PLANNER™ professionals, have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation. The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations. Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans. You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning


Qualifications CRD# 4938299
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39425 Garfield Rd,
Suite 25,
Clinton Township,
MI
48038
Phone Number 248-468-1864

I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy - coaching our two boys in various sports, such as golf, mountain biking, and skiing - and have a goal to see all the national parks together.

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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Ann Arbor, Michigan
Firm Name AUM No. of Clients Fee Structure
Cypress Capital Family Office & Wealth Management, Llc
135 Underdown Road,
Ann Arbor, MI 48105
$188,500,201 1 A percentage of AUM
Retirement Income Solutions, Inc.
2301 Platt Road , Suite 300,
Ann Arbor, MI 48104
$2,403,823,289 1244 A percentage of AUM
Hourly charges
Fixed fees
Sage Hill Capital
333 S. Main St. , Suite 200,
Ann Arbor, MI 48104
$158,202,436 275 A percentage of AUM
Hourly charges
Fixed fees
Vision Capital Partners
2211 Old Earhart Rd. , Suite 155,
Ann Arbor, MI 48105
$160,372,150 589 A percentage of AUM
Hourly charges
Fixed fees
Pollock Investment Advisors, Llc
412 East Huron,
Ann Arbor, MI 48104
$292,746,586 630 A percentage of AUM
Hourly charges
Fixed fees
Arbor Trust Wealth Advisors, Llc
825 Victors Way , Suite 150,
Ann Arbor, MI 48108
$486,871,670 1352 A percentage of AUM
Hourly charges
Fixed fees
Darden Wealth Group
310 Miller Ave. , #147,
Ann Arbor, MI 48103
$166,224,266 178 A percentage of AUM
Hourly charges
Fixed fees
Exchange Capital Management Inc
303 Detroit Street , Suite 203,
Ann Arbor, MI 48104
$704,734,966 1007 A percentage of AUM
Greenup Street Wealth Management Llc
2723 S State Street , Suite 117,
Ann Arbor, MI 48104
$277,731,776 840 A percentage of AUM
Fixed fees
Columbia Asset Management, L.L.C.
924 N Main Street , Suite 1,
Ann Arbor, MI 48104
$858,842,967 1125 A percentage of AUM
Hourly charges
Fixed fees
Palatine Hill Wealth Management
229 Depot Street,
Ann Arbor, MI 48104
$148,387,044 252 A percentage of AUM
Hourly charges
Fixed fees
Vintage Financial Services Llc
2373 Oak Valley Drive Suite 110,
Ann Arbor, MI 48103
$923,410,000 530 A percentage of AUM
Fixed fees
Spc
300 Parkland Plaza,
Ann Arbor, MI 48103
$6,859,365,285 36841 A percentage of AUM
Hourly charges
Fixed fees
Other (SEMINAR ATTENDANCE FEES)
Renaissance Venture Capital Management, Inc.
201 South Main Street , 10th Floor,
Ann Arbor, MI 48104-2113
$433,807,061 4 A percentage of AUM
Performance Based
Speyside Fund Advisers Llc
24 Frank Lloyd Wright Drive , Suite H3225,
Ann Arbor, MI 48106
$487,108,000 4 A percentage of AUM
Performance Based

    List of Additional Advisors in Ann Arbor, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    A New Path Financial
    Inquire with A
    2311 East Stadium Boulevard, Suite 202, Ann Arbor, MI  48104 734-330-2266
    Alexander E Freiberg
    Inquire with Alexander
    2001 Commonwealth Blvd, Ann Arbor, MI  48105 734-827-0547
    The Voyage Wealth Advisory Group
    Inquire with Voyage
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5231
    Matthew Cunningham
    Inquire with Matthew
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5231
    Murray, McCumons & Associates
    Inquire with Murray,
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5280
    Matthew McCumons
    Inquire with Matthew
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5227
    Kristen Roy
    Inquire with Kristen
    2800 S State St, Ste 205, Ann Arbor, MI  48104 734-477-5235
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    2001 Commonwealth Blvd, Ann Arbor, MI  48105 734-827-0524
    Jeffrey Radford
    Inquire with Jeffrey
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5285
    Drew Fitzmorris
    Inquire with Drew
    4750 Venture Dr, Ste 150, Ann Arbor, MI  48108 734-477-5280
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      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.

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      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.

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      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?