Battle Creek, MI
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Find Top Financial Advisors in Battle Creek, Michigan

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 Battle Creek, Michigan

Last Updated - May 11, 2024

Battle Creek has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Battle Creek, Michigan have an average of 24 years of experience.

NOTE: The list of vetted financial advisors in Battle Creek, Michigan mentioned below does 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 Battle Creek, Michigan.

Qualified Financial Advisors in Battle Creek, Michigan

Financial Advisor Experience AUM Minimum Assets Fee Structure
Mark Ligeski
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
5510 Cascade Rd SE,
Suite 280,
Grand Rapids, MI 49546
31 Years Not Specified Not Specified Fee-Based
Lifeworks
4095 Park E Ct SE STE C,
Grand Rapids, MI 49546
Not Disclosed $450,000,000 Not Specified Fee-Based
Allworth Financial
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
EXECUTIVE WEALTH MANAGEMENT
135 W North Street Ste 1,
Brighton, MI 48116
17 Years Not Specified $500,000 Fee-Based

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Information on Qualified Financial Advisors in Battle Creek, Michigan

Qualifications CRD# 2898346
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 5510 Cascade Rd SE,
Suite 280,
Grand Rapids,
MI
49546
Phone Number 248-468-1862

Being a financial planner is more than a job to me - it's my calling. I have a passion for continuous learning about personal finance and it's deeply rewarding to help people live a less stressed and more financially balanced life. Away from the office, I enjoy singing, dancing and acting in local theater productions and vacationing with my family by visiting the many beautiful regions of our country.

About Edelman Financial Engines, LLC

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 Firm CRD# 288255

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


Office Location 4095 Park E Ct SE STE C,
Grand Rapids,
MI
49546
Phone Number 616-871-2903

About Lifeworks

Lifeworks

Lifeworks Advisors is like a team of expert guides who help people and small businesses make smart choices with their money, so they can achieve their dreams and feel secure about the future. Imagine you're planning a big adventure or trying to win a game. You'd want the best people by your side, right? That's what we do at Lifeworks Advisors, but with finances. What We Do: 1. Financial Planning for Individuals: Think of your life as a journey with lots of destinations you want to visit, like buying a house, going to college, or traveling the world. We sit down with you, listen to your dreams, and then map out a plan to help you get there. We look at how much money you're making, how you're spending it, and how we can save or invest it better. It's like planning the best route to make sure you hit all your favorite spots. 2. Helping Small Businesses: Running a small business is like being the captain of a ship. You have a vision of where you want to go, but there are lots of waves and storms ahead. We help small businesses plan their finances, manage money wisely, and grow. We're like the experienced navigator who helps the captain steer through rough seas and find the best path forward. 3. Tax Advice and Services: Taxes can be confusing, like a maze. We guide individuals and businesses through this maze, making sure they pay what they owe but not a penny more. We also help them understand how different decisions can affect their taxes, so they can plan better for the future. 4. Estate Planning and Trusts: We help people plan what will happen to their money and possessions when they're no longer here. It's like creating a treasure map for your family's future, making sure your treasures go exactly where you want them to. 5. Insurance Planning: Life is full of surprises, and not all of them are good. We help people and businesses pick the right insurance to protect them from unexpected events, like getting sick or having an accident. It's like putting a safety net under your high-wire act. How We're Different: Lifeworks Advisors isn't like other financial firms. We're independent, which means we're not tied to any specific products or services. Our advice is all about what's best for you, not what makes us the most money. We use a lot of technology to make things easier and more efficient, but we never forget that personal touch. We're here to listen, understand, and guide you through every step of your financial journey. In short, Lifeworks Advisors is here to help you make the most of your money, so you can live the life you dream about. Whether you're planning for yourself, your family, or your business, we're the team you want on your side.

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 Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 4320 44th Street SW, Suite 102,
Grandville,
MI
49418
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5795799
Firm CRD# 140736

Compensation/Fee Fee-Based, Based on Assets


Office Location 135 W North Street Ste 1,
Brighton,
MI
48116
Phone Number 810-229-6446

Todd 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. Todd's 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

Managing wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with Confidence. At Executive Wealth Management, Todd serves as a Senior Private Wealth Advisor working directly with clients to develop and implement comprehensive financial plans that address their evolving goals and financial needs. Our firm helps clients in the areas of retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, and charitable planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services


Select other cities around Battle Creek, Michigan to broaden your search for a financial advisor

Frequently Asked Questions

A financial advisor in Michigan can help you prepare for retirement by creating a comprehensive financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose the right retirement accounts, manage your investments, and plan for Social Security benefits. To learn more, read on about why you should hire a retirement advisor.

Yes, a financial advisor in Michigan can help you with estate planning by creating a plan that outlines how your assets will be distributed after your death. They can help you create a will, set up trusts, designate beneficiaries, and minimize estate taxes. They can also help you choose a power of attorney and healthcare proxy to make decisions on your behalf if you become incapacitated. Read on to better understand how financial advisors listed on our directory can assist you with estate planning in Michigan

Knowing if you need a financial advisor depends on your circumstances and goals. If you lack time or knowledge to manage finances and investments effectively, consider engaging a financial advisor listed in our Michigan directory. They provide assistance in areas like investment planning, retirement planning, wealth management, and financial planning. Explore why and when you might require a financial advisor to gain a better understanding of their role.

During your first meeting with a financial advisor, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

To find a qualified financial advisor in Michigan, it is important to first determine the type of advisor that suits your financial goals. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you can begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Michigan. Click here to use our free financial advisor match tool to find and compare advisors matched to your specific needs.

Financial advisors in Michigan work with clients of various ages and income levels, from young professionals just starting out to retirees looking to preserve their wealth. They may also work with business owners, entrepreneurs, and high-net-worth individuals who have more complex financial needs. A good financial advisor will tailor their services to meet the specific needs and goals of each client and provide ongoing support and guidance as their financial situation evolves. If you need a financial advisor, use the free advisor match tool to find and compare vetted financial advisors.