Find Top Financial Advisors in Novi, Michigan

Advisor Match Advisor Match

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 - 22-Jan-2023

Novi has 3 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 19 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
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
135 W North Street Ste 1,
Brighton, MI 48116
16 Not Specified $250,000 Fee-Based
Ryan Lewandowski
8770 23 Mile Road,
Utica, MI 48316
10 $120,000,000 $50,000 Fee-Only
Joseph N Vitale
3778 S. Lapeer Rd,
Metamora, MI 48455
32 $30,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Novi

Qualifications CRD# 5795799
Firm CRD# 140736

Compensation/Fee Fee-Based, Based on Assets

Office Location 135 W North Street Ste 1,
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

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# 5301630
Firm CRD# 6413
Series 7, 63, 65, 66

Compensation/Fee Fee-Only, Based on Assets

Office Location 8770 23 Mile Road,
Phone Number 586-263-8800

Ryan is a Financial Advisor providing clients investment strategy oversight, financial planning as part of a team with decades in the industry and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Ryan holds FINRA Series 7 and 66 registrations through LPL Financial. He has Life/Variable Insurance license in MI. Ryan started his financial services career as an insurance agent in 2006. Due to growing success, in what were side projects, Ryan shifted into real estate investing while running a high-end personal training business for 12 years. Life transitions and opportunity brought Ryan to MSGCU Investment Services as a Financial Advisor.

About LPL Financial

Financial consultants backed by LPL Financial have become a leading source of objective guidance for accumulating and managing personal wealth.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 1920232
Firm CRD# 284112
Series 65

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

Office Location 3778 S. Lapeer Rd,
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 (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
39555 Orchard Hill Place , Ste 139,
Novi, MI 48375
$1,178,825,000 338 A percentage of AUM
Performance Based
39500 High Pointe Blvd , Suite 190,
Novi, MI 48375
$1,001,615,658 3185 A percentage of AUM
Fixed fees
26200 Town Center Dr. , Suite 100,
Novi, MI 48375
$466,327,583 1102 A percentage of AUM
Hourly charges
Fixed fees
39555 Orchard Hill Place , Suite 100,
Novi, MI 48375
$268,607,419 2046 A percentage of AUM
Hourly charges
Fixed fees
43155 Main Street , Suite 212,
Novi, MI 48375
$145,478,627 732 A percentage of AUM
Fixed fees
43155 Main Street , Suite 212,
Novi, MI 48375
$0 0 A percentage of AUM
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
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Michigan?

      Grow your AUM with pre-qualified leads!


      Customer Reviews

      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?