Grandville, MI
wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Grandville, Michigan

Despite its small size, Grandville, Michigan is a city that has a vibrant community of 28,000 residents. Grandville residents have the advantage of a cost of living that is 11% lower than the state average, providing them with greater potential to optimize their financial resources compared to other cities in the state. If you're looking for a trusted financial advisor in and around Grandville, WiserAdvisor can help you get started with our list of financial advisors and advisory firms. WiserAdvisor's directory of ranked financial advisors can assist you in getting started with your search for a financial advisor that is experienced and a good fit for you. Additionally, our free personalized advisor match service can connect you with vetted financial professionals to compare. These screened advisors can work with you to create a customized financial strategy in retirement planning, investment management, wealth management, financial planning, estate planning, and more depending on your financial needs.

Finding the Top Financial Advisor in Grandville, Michigan

Last Updated - May 14, 2024

Grandville has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Grandville, Michigan have an average of 26 years of experience.

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

Qualified Financial Advisors in Grandville, Michigan

Financial Advisor Experience AUM Minimum Assets Fee Structure
Allworth Financial
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed $10,000,000,000 Not Specified Fee-Based
Adam Schwallier
CFP®
SCHWALLIER WEALTH MANAGEMENT LLC
607 Cascade West Parkway SE,
Grand Rapids, MI 49546
21 Years $137,835,572 $250,000 Fee-Only
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

Are you a Financial Advisor in Grandville?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Grandville, Michigan

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# 4431899
Firm CRD# 143329
Series 66

Compensation/Fee Fee-Only, Hourly, Based on Assets


Office Location 607 Cascade West Parkway SE,
Grand Rapids,
MI
49546
Phone Number 616-855-2051

With more than 20 years of experience in the financial services industry, I have been helping to improve clients' long-term financial success and change lives for over 15 years as a fee-only advisor and planner at Schwallier Wealth Management. I offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. My goal is that clients are better off for having chosen me, specifically, and I strive to become an indispensable resource in helping clients attain financial peace. History: After working as an advisor at Morgan Stanley and AG Edwards and becoming disenchanted with the standard of care to clients and advisors at large wirehouse firms, I struck out on my own for clients and became a fee-only advisor foregoing any commission-based business and working for my clients directly without the conflict of interest of working for a captive brokerage firm. I am constantly reading, learning, and improving my skill-set for clients. This includes proudly becoming a member of NAPFA as a fee-only CERTIFIED FINANCIAL PLANNER professional. Personal: I reside in Tallmadge Township with my wife, Val, and my two children. I enjoy spending time with my family, playing basketball as long as my body allows, and practicing yoga.

About Schwallier Wealth Management LLC

Schwallier Wealth Management LLC

Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success and change lives for over 15 years. We offer guidance in the form of financial planning, on-going investment advice and management, and insight on all things affecting life and finances. Our goal is that clients are better off for having met us, specifically, and we want to become an indispensable resource in helping clients attain financial peace. After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered Investment Advisory(RIA) firm. Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

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


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


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 Grandville, Michigan (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
STEWARDSHIP TRUST ADVISORS
3411 Wilson Avenue Sw, Grandville, MI 49418
6 225 $195,900,000
A Percentage of AUM, Hourly charges, Fixed Fees

    Select other cities around Grandville, 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.