WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Portage, Michigan. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Portage, Michigan|
|Financial Advisor||Office Location||Phone Number|
|Mark Drake Sr.
Drake Financial Group
536 Romence Rd.,
Portage, MI 49024
4320 44th Street SW, Suite 102,
Grandville, MI 49418
Edelman Financial Engines, LLC
70 W Michigan Ave, Suite 610,
Grand Rapids, MI 49546
Kroon & Mitchell Asset Management
29 Pearl St,
Grand Rapids, MI 49503
Series 6, 26, 63, 65
536 Romence Rd.,
MI 49024 Phone Number 269-329-0010
Mark was born and raised in the small town of Three Rivers, Michigan. It was there that he met and married his high school sweetheart, Ann. While working full time for his father's company, Drakes Fuel Service, he simultaneously worked to build the foundation of what would become a lifelong passion and career as a Financial Advisor. For 35 years, he has continued to stay educated and committed to providing his clients with cutting edge financial tools and the highest quality of personal service. Mark, alongside his support staff and dedicated team of advisors, has led countless local families to and through a successful retirement while helping them navigate the challenges that tend to go along with it. Mark's children, Abigail & Mark Jr. have both joined the family business. Today, Mark & Ann reside in Lawton, Michigan.
Our family has been dedicated to serving the people of West Michigan since 1985. We love getting to know you personally and learning what you value the most so that we can design a financial plan that best represents those values. Our advisory team represents a wide range of backgrounds who serve our community not because it's our job, but because we truly have a passion for leading our clients through the phases of their financial life with confidence instead of fear.
Fee-Based, Based on Assets
4320 44th Street SW, Suite 102,
MI 49418 Phone Number 616-988-1180
Dan Rausch is a CERTIFIED FINANCIAL PLANNER" professional, Certified Public Accountant, and financial advisor in our Grand Rapids, Michigan office. The married father of three is from Holland, Michigan and started his career as a CPA in Grand Rapids. Dan earned a bachelor's degree at Grand Valley and his MBA at Northwestern University's JL Kellogg School. He has over a decade of financial services experience. Dan approaches advising with the philosophy that "intentional planning can deliver predictable results."
Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
70 W Michigan Ave, Suite 610,
MI 49546 Phone Number 616-426-8320
I'm passionate about working with individuals and families to help them accomplish their financial goals. In my spare time, I enjoy spending time with my wife and two daughters and being at the beach or on the golf course.
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.
Fee Only, Based on Assets, Hourly
29 Pearl St,
MI 49503 Phone Number 616-356-2002
Phillips past experience includes serving as Investment Portfolio Manager for a Mid-Michigan Insurance Company where he was responsible for investing and overseeing over $800M in Corporate, Pension, and foundation assets. Prior to this position, Phillip worked as an Equity Analyst for a value-oriented investment manager in Atlanta, Georgia. Phillip also has held the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant. Certified Treasury Professional (CTP), Certified Fund Specialist (CFS) no longer active, NASD Series 65: Uniform Investment Adviser Law Examination.
Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
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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?.
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?