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Find Top Financial Advisors in Beverly Hills, Michigan
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Beverly Hills, Michigan, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Beverly Hills, Michigan
WiserAdvisor's network of vetted financial advisors are from large Fortune 500 companies to small independent
financial firms to suit each individual's comfort levels. Each and every advisor is pre-screened for industry
experience, disclosures, and registrations with SEC and FINRA. Collectively, our pre-screened advisors serve
thousands of happy clients, manage billions of dollars and provide financial freedom and security for families
and individuals like you.
Please note that the list of financial advisors mentioned below do not include all the financial advisors in our network, as some have not been listed online as per their corporate compliance restrictions. More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors around you.
The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.
Qualified Financial Advisors in Beverly Hills, Michigan
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Edelman Financial Engines, LLC39555 Orchard Hill PlaceNovi Township, MI 48375 2950 South State StreetAnn Arbor, MI 48104 1645 Indian Wood CircleMaumee, OH 43537 | N/A | $0 | Not Specified | Fee-Only |
| 20 Years | Not Specified | $500,000 | Fee-Only |
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Information on Qualified Financial Advisors in Beverly Hills, Michigan
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.
The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Prior to joining EP Wealth, he served as a Senior Private Wealth Advisor at Executive Wealth Management, where he worked closely with clients to develop personalized, holistic financial strategies.
A graduate of Central Michigan University, Todd began his career in financial services in 2005. In addition to holding the CERTIFIED FINANCIAL PLANNER" (CFP®) designation, Todd has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, underscoring his expertise and commitment to the highest standards of financial planning.
Todd resides in Brighton with his wife, Kristen, and their three children. Outside of work, he enjoys playing hockey, golfing, and staying active in the Brighton community.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
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