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Find Top Financial Advisors in Okemos, 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 Okemos, Michigan
Last Updated - 22-Mar-2023

Okemos has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Okemos, Michigan have an average of 16 years of experience.

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

Qualified Financial Advisors in Okemos, Michigan
Financial Advisor Experience AUM Minimum Assets Fee Structure
Todd Perry
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
EXECUTIVE WEALTH MANAGEMENT
135 W North Street Ste 1,
Brighton, MI 48116
16 Not Specified $250,000 Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Not Disclosed $10,000,000,000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Okemos

Qualifications CRD# 5795799
Firm CRD# 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.

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 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 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


Top Financial Advisor Firms in Okemos, Michigan (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
FINANCIAL STRATEGIES GROUP, INC
2270 Jolly Oak Road., Suite 2,
Okemos, MI 48864
$459,338,024 3239 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Okemos, Michigan*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Sommer
    Inquire with Brian
    2182 Commons Pkwy, Okemos, MI  48864 517-349-2880
    Stephanie Milosavlevski
    Inquire with Stephanie
    2139 Commons Pkwy, Ste B, Okemos, MI  48864 517-253-8563
    Diversified Portfolio Wealth Management
    Inquire with Diversified
    2339 Jolly Road, Okemos, MI  48864 517-381-9881
    Fifth Third Preferred
    Inquire with Fifth
    4815 Okemos Road, Okemos, MI  48864 517-669-2783
    Fifth Third Securities
    Inquire with Fifth
    4815 Okemos Road, Okemos, MI  48864 517-318-0602
    Liu Liu
    Inquire with Liu
    1575 Maiden Lane, Okemos, MI  48864 989-372-1079
    First Command Financial Advisor
    Inquire with First
    2205 Jolly Road, Ste E2, Okemos, MI  48864 517-336-8772
    Todd Stump
    Inquire with Todd
    2549 Jolly Rd, Ste 300, Okemos, MI  48864 517-381-2332
    Patrick Anderson
    Inquire with Patrick
    2549 Jolly Rd, Ste 300, Okemos, MI  48864 517-381-2332
    Thomas Jones
    Inquire with Thomas
    2549 Jolly Rd, Ste 300, Okemos, MI  48864 517-381-2332
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