Birmingham, MI
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Find Top Financial Advisors in Birmingham, 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 Birmingham, Michigan

Last Updated - May 17, 2024

Birmingham has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Birmingham, Michigan have an average of 18 years of experience.

NOTE: The list of vetted financial advisors in Birmingham, 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 Birmingham, Michigan.

Qualified Financial Advisors in Birmingham, Michigan

Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Jergens
Registered Financial Consultant (RFC)
EDELMAN FINANCIAL ENGINES, LLC
201 West Big Beaver Road,
Suite 950,
Troy, MI 48084
20 Years Not Specified 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 Birmingham, Michigan

Qualifications CRD# 4770771
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 201 West Big Beaver Road,
Suite 950,
Troy,
MI
48084
Phone Number 248-581-3078

Since 2004, I've had the pleasure of working with my clients to help them navigate the financial markets, allowing them to achieve their personal and financial goals. In my free time, you'll find me traveling and exploring the outdoors or in the kitchen cooking with my beautiful family. I also have a passion for bringing classic cars back to life.

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 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


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Birmingham, Michigan (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
SCHECHTER INVESTMENT ADVISORS, LLC
111 E. Merrill Street, Suite 400, Birmingham, MI 48009
29 2461 $2,847,054,175
A Percentage of AUM, Fixed Fees
SEIZERT CAPITAL PARTNERS
34100 Woodward Avenue, Suite 210, Birmingham, MI 48009-0961
16 248 $1,964,199,678
A Percentage of AUM, Fixed Fees, Performance Based
PLANNING ALTERNATIVES LTD
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009-6615
24 665 $1,020,424,265
A Percentage of AUM, Hourly charges, Fixed Fees
VALSTONE PARTNERS VI
260 E. Brown St., Suite 250, Birmingham, MI 48009
10 5 $840,712,587
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
Q3 ASSET MANAGEMENT CORPORATION
2175 Cole Street, Birmingham, MI 48009
12 3505 $619,036,511
A Percentage of AUM, Hourly charges, Subscription Fees, Performance Based
LIBERTY CAPITAL MANAGEMENT INC
401 S Old Woodward Avenue, Ste 430, Birmingham, MI 48009
3 320 $467,131,101
A Percentage of AUM
STURBRIDGE CAPITAL LLC
300 Park Street, Suite 400, Birmingham, MI 48009
10 5 $430,209,225
A Percentage of AUM, Performance Based
BLOOMFIELD CAPITAL HOLDINGS, LLC
700 Forest Ave, Birmingham, MI 48009
19 7 $387,212,170
A Percentage of AUM, Performance Based
TRP CAPITAL ADVISORS, LLC
380 N. Old Woodward Ave, Suite 205, Birmingham, MI 48009
9 7 $375,375,989
A Percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
SCHECHTER PRIVATE CAPITAL, LLC
111 E. Merrill Street, Suite 400, Birmingham, MI 48009
4 36 $319,213,822
A Percentage of AUM, Performance Based
TRP CAPITAL ADVISORS V, LLC
380 N Old Woodward Avenue, Ste 205, Birmingham, MI 48009
9 10 $278,006,579
A Percentage of AUM, Performance Based, Other (WE MAY RECEIVE CERTAIN OTHER FEES FROM OR RELATED TO A PORTFOLIO)
LAKESIDE DRIVE MANAGEMENT LLC
677 Harmon Street, Birmingham, MI 48009
1 14 $260,380,401
Performance Based
MOTIVE WEALTH ADVISORS, LLC
525 W. Merrill St., Birmingham, MI 48009
3 278 $221,987,765
A Percentage of AUM, Fixed Fees
MFO INVESTMENTS
55 W Maple Road, Birmingham, MI 48009
8 2 $219,519,576
A Percentage of AUM, Fixed Fees, Performance Based
STRENGTH CAPITAL PARTNERS, LLC
102 Pierce St, Birmingham, MI 48009
9 11 $163,850,000
Other (A SERVICE FEE EQUAL TO UP TO 3% OF THE EBITDA OF THE PORTFOLIO C)

    Select other cities around Birmingham, 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.