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Find Top Financial Advisors in Brighton, Michigan

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Qualifications of Financial Advisors in Brighton

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Qualified Financial Advisors in Brighton, Michigan
Financial Advisor Office Location Phone Number
Todd Perry, CFP, CIMA, CPWA
Executive Wealth Management
135 W North Street Ste 1,
Brighton, MI  48116
(810) 229-6446
John R. Oliver
Agile Wealth Partners
6241 Grand River Ave,
Brighton, MI  48178
(248) 574-9073
Christopher Mollan
LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI  48334
(248) 987-8054

Information on Qualified Financial Advisors in Brighton

Qualifications CRD# 5795799
FirmCRD# 140736

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 135 W North Street Ste 1,
Brighton,
MI 
48116
Phone Number (810) 2296446

Todd, a CERTIFIED FINANCIAL PLANNER" Professional, 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. Todds 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 is built on the lasting principals of trust, community and compassion set forth by our founder in 2006 and our current ownership team continues to value these ideals. As fiduciaries, our mission is to help build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being. We believe in a fee- based approach which helps align our interest with those of our clients. Executive Wealth Management uses a disciplined, risk adjusted, and timely approach to investing. Each day, using our proprietary money management platform, Fortunatus Investments?, we carefully monitor our wealth management strategies for each client. These individual strategies are rooted in a personalized, tactical, and proactive approach to investing. Most investors realize the importance of planning wisely for the future - setting long term goals and then working toward achieving them. Unfortunately, in an ever-changing world, the right path toward financial independence is not always obvious.



Qualifications CRD# 4820353
FirmCRD# 302019
Series 63, 65

Compensation/Fee Fee Only, Based on Assets, Commissions


Office Location 6241 Grand River Ave,
Ste 150,
Brighton,
MI 
48178
Phone Number (248) 5749073

John Oliver and Nick Bour together form Agile Wealth Partners of Brighton, Michigan. With over 34 years of experience, they have combined their specialties to provide comprehensive financial planning services. Their specialization in the areas of Tax strategy, Income Planning, Asset Protection, and Wealth transfer planning set them apart from traditional firms. As seasoned planning professionals, Nick and John have made it a mission to uncover the major risks in retirement. The longevity of retirement, the taxes you pay in retirement, Health and long term care expenses, market volatility and inflation. Nick Bour and his wife Jen live in Hartland with their two children Madalynn and Olivia. Nick has been a member of the Brighton Chamber and has been involved with the Salvation Army of Livingston County for many years. Nick and his family enjoy spending time at their cottage, trail riding, fishing, and enjoying the lake. Nick's daughter Olivia plays keeper on her travel soccer club and the entire family loves watching her. John Oliver and his wife Amy live in Orchard Lake with their three children, Natalia, Jaxson, and Leonardo. John has been involved with his local Habitat for Humanity and the American cancer association. John and his family enjoy traveling to nature destinations and playing and watching their favorite game of Soccer.

About Agile Wealth Partners

Agile Wealth Partners is a holistic financial planning firm. We operate as a fee-based, fiduciary, financial planning firm for select families. We offer services that help those achieve Independence and encompass, income and tax planning, estate and protection planning as well as asset and investment management. At Agile Wealth Partners we customize our services for each of our clients so you pay for only the services you need. Our goal is to be your partner that helps break myths and media surrounding your wealth. A partner to create a plan that is continuously evolving so you can stay on track, know why and how it works, and gain the conviction needed to conquer your version of financial independence. We use our self-developed process the Agile Wealth Planning Process. This process is an ever- changing prioritized planning process that lives and breathes with you and your lifestyle rather than static plan printed off and handed over which is about as helpful as the paper it's printed on. As a client, you will go through each of the eight steps as we break them down into manageable projects with us continuously as priority suggests so that we can spend more time on the eighth step, Independence planning. As the process continues we will tirelessly search for opportunities within each area, from protecting your assets to managing your investments tactically. This allows you to save time, reduce stress and sidestep pitfalls that may exist when we can't even see them.



Qualifications CRD# 4629054
Series 7, 31, 63, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI 
48334
Phone Number (248) 9878054

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.



List of Additional Financial Advisors in or around Brighton, Michigan
Financial Advisor Office Location Phone Number
Thomas Sleva
Main Financial Group
8273 Grand River Ave.,
Brighton, MI  48114
(248) 347-6246
Richard Truxall
Lincoln Financial Advisors
1000 Town Center, 26th Floor,
Southfield, MI  48075
(248) 948-5139

Information on Additional Financial Advisors in or around Brighton, Michigan

Thomas Sleva

Main Financial Group

Qualifications CRD# 5726306
Series 7, 66

Tel: (248) 3476246
8273 Grand River Ave.,
Suite 130,
Brighton,
MI 
48114


Richard Truxall

Lincoln Financial Advisors

Qualifications CRD# 4631464
FirmCRD# 3978
Series 7, 63, 66

Tel: (248) 9485139
1000 Town Center, 26th Floor,
Southfield,
MI 
48075


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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.

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?