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Find Top Financial Advisors in Brighton, 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 Brighton, Michigan

Last Updated - 03-Jun-2023

Brighton has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These financial advisors in Brighton , Michigan have an average of 19 years of experience.

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

Qualified Financial Advisors in Brighton, Michigan

Financial Advisor Experience AUM Minimum Assets Fee Structure
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
EXECUTIVE WEALTH MANAGEMENT
135 W North Street Ste 1,
Brighton, MI 48116
16 Years Not Specified $250,000 Fee-Based
Peter Shunyia
CFP®
LPL FINANCIAL/SHUNYIA & CO. PRIVATE WEALTH ADVISORS
2050 Livernois Rd., Suite B,
Troy, MI 48083
22 Years Not Specified $500,000 Fee-Based

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Information on Qualified Financial Advisors in Brighton, Michigan

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

Each EWM advisor leveraging every skill we have to change lives, that's the Executive Wealth Management difference. Our passion for our clients combined with our industry expertise has allowed us to become one of the largest independent wealth management firms in the country over the last 30 years and clients in over 40 states. As full-service private wealth advisors we build trusting relationships by meeting with our clients regularly to understand their evolving goals and implementing customized strategies to achieve their needs. At Executive Wealth Management, Todd serves as a 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, family office wealth management, and charitable planning. At Executive Wealth Management each person in our firm is dedicated to our clients. As a CERTIFIED FINANCIAL PLANNER (TM) professional and over 15 years of industry experience, Todd understands the diverse wealth planning needs of high net-worth individuals and families. As a Private Wealth Advisor, he leverages his passion and expertise to develop meaningful relationships, build actionable plans and customized portfolios, allowing you to both protect and grow your wealth as you navigate complex markets and transitions in life.

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


Qualifications CRD# 4474844
Firm CRD# 6413
Series 7, 66

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


Office Location 2050 Livernois Rd., Suite B,
Troy,
MI
48083
Phone Number 248-365-8822

Peter's experience in the financial services industry includes spending a combined 20 years at Merrill Lynch and Morgan Stanley as a financial advisor. In 2021, Peter decided being independent would allow him to focus more on his clients' goals and joined LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue. Peter received his BBA from the University of Michigan. He's also a CERTIFIED FINANCIAL PLANNER (CFP®), so you can be sure that he provides expert and professional financial planning services. To earn the CFP designation, Peter had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Peter also adheres to a professional Code of Ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Peter and his team have developed a unique process for a select group of successful business owners and professionals, who among other things, aspire to a work-optional lifestyle. Clients want to secure their family investment legacy and look to the future with anticipation, not apprehension. Their process puts all the pieces of the financial puzzle together as their clients' lives unfold and their needs evolve.

About LPL Financial/Shunyia & Co. Private Wealth Advisors

Shunyia & Company Private Wealth Advisors was born from the desire to find a NEW way to help clients improve and organize their financial lives into an easy to understand interactive format. We are an independent firm that is committed to helping clients solve their complex financial goals. Peter Shunyia is affiliated with LPL Financial, the largest independent broker/dealer, as reported by Financial Planning magazine, 1996-2022, based on total revenue.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
EXECUTIVE WEALTH MANAGEMENT, LLC
135 West North Street, Brighton, MI 48116
31 6960 $1,333,593,111
A percentage of AUM, Fixed fees
CAITLIN JOHN
1024 E. Grand River Ave, Brighton, MI 48116
16 1638 $250,901,923
A percentage of AUM, Hourly charges, Fixed fees
PATRICK FINANCIAL GROUP LLC.
Millpond Parke Office Building, 824 West Grand River Avenue, Brighton, MI 48116
3 1298 $168,275,320
A percentage of AUM
OLD OAK FINANCIAL PLANNING, INC.
7077 Fieldcrest Dr., Suite 400, Brighton, MI 48116
2 581 $138,081,041
A percentage of AUM, Hourly charges, Fixed fees
PINNACLE WEALTH MANAGEMENT, INC.
7600 Grand River, Suite 220, Brighton, MI 48114
6 955 $120,316,334
A percentage of AUM, Hourly charges, Fixed fees
A SMARTER WAY TO INVEST, INC.
1024 E. Grand River Ave, Brighton, MI 48116
2 537 $92,555,754
A percentage of AUM
GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
1024 E. Grand River Ave, Brighton, MI 48116
11 256 $30,508,297
A percentage of AUM, Hourly charges, Fixed fees
PEACE OF MIND WEALTH MANAGEMENT
1024 E. Grand River Ave., Brighton, MI 48116
7 82 $6,800,000
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Brighton, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    7600 Grand River Rd, Ste 230, Brighton, MI  48114 810-206-2015
    7600 Grand River Rd, Ste 230, Brighton, MI  48114 810-206-2015
    711 E Grand River Ave, Ste C, Brighton, MI  48116 810-360-2279
    7600 Grand River Rd, Ste 230, Brighton, MI  48114 810-206-2015
    116 W Main St, Brighton, MI  48116 810-588-4557
    10484 Citation Drive, Suite 300, Brighton, MI  48116 810-229-4170
    519 W Main St, Brighton, MI  48116 734-424-1700
    11290 Grand River, Brighton, MI  48116 913-461-7217
    300 West North Street, Brighton, MI  48116 810-224-9561
    10511 Citation Drive, Suite 300, Brighton, MI  48116 810-229-0731

      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?