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.
Northville
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
13
non-vetted advisors in your local area. These financial advisors in
Northville, Michigan
have an average of
16
years of experience.
NOTE: The list of financial
advisors in
Northville, Michigan
mentioned below do 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
Northville, Michigan.
Qualified Financial Advisors in Northville, Michigan | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Brian Sites
CFP® EDELMAN FINANCIAL ENGINES, LLC 39775 Traditions Drive, Suite D-800, Northville, MI 48168 |
15 | Not Specified | Not Specified | Fee-Based |
Ashley Kremhelmer
CFP® EDELMAN FINANCIAL ENGINES, LLC 39555 Orchard Hill Place, Suite 365, Novi Township, MI 48375 |
22 | Not Specified | Not Specified | Fee-Based |
Christopher Mollan
Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Life & Health Insurance licensed, Accredited Wealth Management Advisor(AWMA) LPL FINANCIAL 31731 Northwestern Hwy., Suite 151W, Farmington Hills, MI 48334 |
14 | 36,000,000 | $25000 | Fee-Based |
Todd Perry
CFP®, CPWA®, CIMA® EXECUTIVE WEALTH MANAGEMENT 135 W North Street Ste 1, Brighton, MI 48116 |
15 | Not Specified | $250,000 | Fee-Based |
Andrzej Mendela
CFP®, Registered Financial Consultant (RFC), RFC®, CRPC® EDELMAN FINANCIAL ENGINES, LLC 201 West Big Beaver Road, Suite 950, Troy, MI 48084 |
14 | Not Specified | Not Specified | Fee-Based |
Sara Uh
CFP® EDELMAN FINANCIAL ENGINES, LLC 39425 Garfield Rd, Suite 25, Clinton Township, MI 48038 |
17 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 5058299
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
39775 Traditions Drive,
Suite D-800,
Northville,
MI
48168
Phone Number
248-412-0160
I am dedicated to empowering clients to reach their personal financial goals and making the large world of financial planning a little easier for them to understand through thorough education. If I am not at the office helping clients achieve their financial goals, I am most likely enjoying time outdoors, playing sports, or traveling with my family. I'm married with one son.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5525567
FirmCRD# 104510
Series 65
Compensation/Fee Fee-Based
Office Location
39555 Orchard Hill Place,
Suite 365,
Novi Township,
MI
48375
Phone Number
248-468-1355
As a financial planning professional, I bring experience and a passion for helping people to achieve their goals to every interaction with my clients. I have a genuine interest in people, and some of my most important skills as a financial planner include extreme attention to detail and a love for solving financial puzzles. Ask me what is most important to me, and I'll tell you it's my family.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4629054
Series 7, 31, 63, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
31731 Northwestern Hwy.,
Suite 151W,
Farmington Hills,
MI
48334
Phone Number
248-987-8054
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.
Qualifications
CRD# 5795799
FirmCRD# 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.
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# 4886498
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
201 West Big Beaver Road,
Suite 950,
Troy,
MI
48084
Phone Number
248-825-8220
As an experienced financial planner, I take great pride in helping my clients create effective financial plans and strategies so they can achieve their financial, investment and retirement goals. My time away from work is spent with my wife and three children hiking, playing soccer and pursuing my interest in photography. Also, I grew up in Poland and speak fluent Polish.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4938299
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
39425 Garfield Rd,
Suite 25,
Clinton Township,
MI
48038
Phone Number
248-468-1864
I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy - coaching our two boys in various sports, such as golf, mountain biking, and skiing - and have a goal to see all the national parks together.
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 advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 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. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Top Financial Advisor Firms in Northville, Michigan (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Sigma Investment Counselors
186 E Main Street , Suite 200, Northville, MI 48167 |
$1,669,433,210 | 2476 |
A percentage of AUM Fixed fees |
Great Lakes Wealth, Llc
22260 Haggerty Road , Suite 160, Northville, MI 48167 |
$121,235,015 | 700 |
A percentage of AUM Fixed fees |
Marketocracy Masters Capital Management Llc
41740 Six Mile , Suite 101, Northville, MI 48168 |
$1,300,000 | 16 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
John A Kish Inquire with John |
325 N Center St, Ste 100, Northville, MI 48167 | 248-348-0080 |
Gurveer Mann Inquire with Gurveer |
41000 W 7 Mile Rd, Ste 115, Northville, MI 48167 | 248-277-3040 |
Fifth Third Preferred Inquire with Fifth |
20205 Haggerty Road, Northville, MI 48167 | 248-380-3243 |
Edward Jones Inquire with Edward |
1039 Novi Road, Northville, MI 48167 | 248-348-0423 |
Fifth Third Mortgage Inquire with Fifth |
20205 Haggerty Road, Northville, MI 48167 | 248-380-3242 |
The Wealth Advantage Group Inquire with Wealth |
131 East Cady St, Northville, MI 48167 | 248-773-8574 |
Alicia Botti Inquire with Alicia |
41000 W 7 Mile Rd, Ste 115, Northville, MI 48167 | 248-277-3040 |
Edward Jones Inquire with Edward |
1039 Novi Road, Northville, MI 48167 | 248-348-0423 |
Edward Jones Inquire with Edward |
41074 7 Mile Rd, Suite D, Northville, MI 48167 | 248-308-3939 |
Edward Jones Inquire with Edward |
42000 Six Mile Road, Suite 100, Northville, MI 48168 | 248-348-4610 |
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?