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Find Top Financial Advisors in Novi, Michigan

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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 Novi, Michigan
Last Updated - 13-May-2022

Novi has 8 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 30 non-vetted advisors in your local area. These financial advisors in Novi , Michigan have an average of 17 years of experience.

NOTE: The list of financial advisors in Novi , 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 Novi , Michigan .

Qualified Financial Advisors in Novi, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Ashley Kremhelmer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39555 Orchard Hill Place,
Novi Township, MI 48375
22 Not Specified Not Specified Fee-Based
Brian Sites
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39775 Traditions Drive,
Northville, MI 48168
15 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.,
Farmington Hills, MI 48334
14 36,000,000 $25000 Fee-Based
Matt Saltzgaber
AIF®
VISION WEALTH MANAGEMENT
1668 S. Telegraph, Suite 250C,
Bloomfield Hills, MI 48302
8 0 100000 Fee-Based
Hylan Moises
NORTH STAR FINANCIAL ADVISOR
415 Detroit Street Suite 100,
Ann Arbor, MI 48104
17 Not Specified Not Specified Fee-Based
Andrzej Mendela
CFP®, Registered Financial Consultant (RFC), RFC®, CRPC®
EDELMAN FINANCIAL ENGINES, LLC
201 West Big Beaver Road,
Troy, MI 48084
14 Not Specified Not Specified Fee-Based
Sara Uh
CFP®
EDELMAN FINANCIAL ENGINES, LLC
39425 Garfield Rd,
Clinton Township, MI 48038
17 Not Specified Not Specified Fee-Based
Joseph N Vitale
AMERICAN RETIREMENT ADVISORS
3778 S. Lapeer Rd,
Metamora, MI 48455
32 $30,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Novi

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.

About 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 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# 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.

About 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 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

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.


Qualifications CRD# 6117651
FirmCRD# 6413
Series 7, 24, 66

Compensation/Fee Fee-Based


Office Location 1668 S. Telegraph, Suite 250C,
Bloomfield Hills,
MI
48302
Phone Number 248-259-7729

Matt is a business professional with over 20 years of experience, two Master's degrees, and is an independent Financial Advisor. Matt holds a Bachelor's degree from Michigan State University along with a Master's Degree in Mechanical Engineering and a Master's Degree in Business Administration (MBA). Prior to joining LPL Financial, he was a successful Program Manager at General Dynamics Land Systems and was responsible for multi-million dollar programs for the US Army. In addition to Program Management, he also owned several small businesses. As a wealth advisor, he helps you pursue your financial and retirement goals and handle life's circumstances. He performs comprehensive financial planning and manages all aspects of your overall portfolio. He has experience with active portfolio management, financial and retirement planning, estate planning, tax planning, and ensuring that your family is properly insured. Matt is a very passionate and caring individual and provides all of his clients with a high level of service and dedication. Matt lives in West Bloomfield, MI with his wife, Jacquelyn, and four children Alana, Ryan, Cora, and their angel, Eve. Matt is very active in the community and recently served as the President of the Lakes Area Rotary Club located in Walled Lake, MI. In his spare time, he enjoys watching Michigan State University Basketball and Football games, and more importantly, spending quality time playing with his kids. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. finra.org, sipc.org

About Vision Wealth Management

Guidance that Brings your Vision for the Future into Sharp Focus At Vision Wealth Management, we help you find your focus, clearing a path through the maze of complex issues that you face at every stage of life. Our commitment to honesty, integrity, and comprehensive service shape what we do every day, as we provide our clients with objective financial guidance. Whether your focus is on building your nest egg, retirement, or leaving a legacy, we can help. As independent financial advisors, the plans and strategies we construct are tailored to your precise objectives and risk tolerance. Lets start a conversation and get to know each other. We look forward to working with you now and for years to come.

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


Qualifications CRD# 4855954
FirmCRD# 8032
Series 7, 66

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


Office Location 415 Detroit Street Suite 100,
Ann Arbor,
MI
48104
Phone Number 734-213-6240

My motivation to become a financial advisor stems from my passion for investing and an enduring commitment to educate others and help enhance their financial well-being. I believe it is beneficial to the clients I serve that I became a financial advisor later in life and followed a rather non-traditional path, having transitioned from being a university professor to become an independent investment advisor representative. Prior to securing my financial credentials in 2004, I developed my investment expertise and market wisdom the "old-fashioned" way. I learned to manage uncertainty in financial markets and temper the emotional volatility I experienced as an individual investor by successfully navigating through bull and bear markets beginning in the mid 1970s. From to my academic background, I understand and appreciate the importance of being a good listener and respecting the opinions of others. As a doctorally prepared neuroscientist, I understand the need to think critically and analytically and to maintain a commitment to life-long learning. My knowledge of behavioral finance and neuro-economics allows me to appreciate how my clients think and behave about money and help them understand that as well. Using this perspective, I provide my clients with a unique style of leadership and personalized guidance with all aspects of their life that involve financial decisions. As an Investment Adviser Representative of Commonwealth Financial Network®, I adhere to a personal philosophy of always putting the interest of my clients first. In my advisory role, I specialize in comprehensive financial life planning, risk-managed portfolio construction, tactical asset management, tax control strategies, and retirement income planning. As a tactical asset manager, my goal is to be resilient, nimble and adaptable in the face of changing and unexpected market environments. I received my undergraduate degree from the University of Washington in Seattle and earned my Ph.D. in Physiology and Neuroscience from the University of Rochester (Rochester, NY). I was a tenured Professor of Physiology and Neuroscience at the University of Michigan (Ann Arbor, MI, 1981-2004), before leaving academia to pursue a career in business as an investment advisor. Prior to co-founding North Star Financial Advisors in 2007, I worked as a financial advisor for Ameriprise Financial Services (08/2004 -12/2006). I have resided with my family in Ann Arbor for the past 39 years and recently welcomed our first grandchild, Ryder into this world.

About North Star Financial Advisor

Our mission at North Star Financial Advisors is to provide you with the leadership and broad range of trusted advice to navigate your way to financial security, however you may define it. Because we are independent Investment Adviser Representatives, we have the advantage of gaining access to a very broad array of investment and insurance choices. We work only for you and keep your best interests in mind. We have no hidden pressures or incentives from company executives.

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, Estate Planning & Trusts, Insurance Products & Annuities


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.

About 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 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.

About 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 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# 1920232
FirmCRD# 284112
Series 65

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


Office Location 3778 S. Lapeer Rd,
Metamora,
MI
48455
Phone Number 855-756-5700

Early in his career working as an insurance agent for AAA, he developed an appreciation for customer service working hard to service his clients. As a result he received numerous awards including the Presidents Elite Award. In 2007, Joe founded American Retirement Solutions helping families with their elderly loved ones navigate Medicaid. In addition he began helping families with estate and retirement planning*. In the late 1980's Joe obtained his 6 & 63 securities registration. In 2016, Joe founded American Retirement Advisors, Inc as a Registered Investment Advisory Firm and became a Fiduciary to help ensure his clients received the very best of service and accountability for their Retirement planning and strategies. Joe draws upon his 30+ years of experience in the financial arena helping families avoid potential pitfalls in retirement so they can enjoy a comfortable retirement. Income maximization and replacement strategies are his particular forte. Joe believes it's all about distribution and preservation. Joe resides in Lapeer County where he is involved with and supports numerous local and national charities and enjoys spending time with his immediate and large extended family and friends. In his spare time you can find him relaxing in the country with his family or trying to better his golf game, which needs help.

About American Retirement Advisors

American Retirement Advisors, Inc., is a registered investment advisor whose mission is to provide personalized investment strategies for our clients to help them achieve their financial goals. Headquartered in beautiful rural Metamora, and with three additional locations, we provide financial planning and investment management services throughout Michigan communities on a Holistic level. We have a team of CPAs and CFPs to assist with Strategic Case design with particular awareness of income and tax efficiency. We assist our client to intelligently invest their assets to meet short and long-term needs, while looking to maintain and improve their overall financial standing. We provide full transparency and utilize both investment and insurance* solutions to achieve financial independence. We are, "Your Trusted Guide to Retirement."

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, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Novi, Michigan
Firm Name AUM No. of Clients Fee Structure
Provident Investment Management, Inc.
39555 Orchard Hill Place , Ste 139,
Novi, MI 48375
$1,178,825,000 338 A percentage of AUM
Performance Based
Richard W. Paul & Associates, Llc
39555 Orchard Hill Place , Suite 100,
Novi, MI 48375
$268,607,419 2046 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)
The Nemes Rush Group, Llc
27333 Meadowbrook Road , Suite 110,
Novi, MI 48377
$1,001,615,658 3185 A percentage of AUM
Fixed fees
Scott Smith Financial
43155 Main Street , Suite 212,
Novi, MI 48375
$145,478,627 732 A percentage of AUM
Fixed fees
Other (THIRD PARTY MANAGER FEES)
Pathworks Financial
43155 Main Street , Suite 212,
Novi, MI 48375
$0 0 A percentage of AUM
Fixed fees
Dahring | Cusmano And Associates
26200 Town Center Dr. , Suite 100,
Novi, MI 48375
$466,327,583 1102 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Novi, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy L Smith
    Inquire with Amy
    26200 Town Center Dr, Ste 250, Novi, MI  48375 248-349-4540
    Kevin Kilgren
    Inquire with Kevin
    43155 Main St, Ste 2200A, Novi, MI  48375 248-715-4055
    James Gallagher
    Inquire with James
    43155 Main St, Ste 2200A, Novi, MI  48375 248-221-1980
    Mary Ewasyshyn
    Inquire with Mary
    43155 Main St, Ste 2200A, Novi, MI  48375 248-286-7180
    Erin Ross
    Inquire with Erin
    26200 Town Center Dr, Ste 250, Novi, MI  48375 248-349-4540
    Richard J Kidwell
    Inquire with Richard
    43155 Main St, Ste 2200A, Novi, MI  48375 734-432-6490
    William V Caddick Jr
    Inquire with William
    43155 Main St, Ste 2200A, Novi, MI  48375 734-432-6490
    Thomas E Smith Jr
    Inquire with Thomas
    26200 Town Center Dr, Ste 250, Novi, MI  48375 248-349-4540
    Elizabeth Deutch
    Inquire with Elizabeth
    43155 Main St, Ste 2200A, Novi, MI  48375 248-277-3040
    Steven Swaggerty
    Inquire with Steven
    43155 Main St, Ste 2200A, Novi, MI  48375 248-916-9860
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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?.

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      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?