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.
Ann Arbor
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
54
non-vetted advisors in your local area. These financial advisors in
Ann Arbor, Michigan
have an average of
19
years of experience.
NOTE: The list of financial
advisors in
Ann Arbor, 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
Ann Arbor, Michigan.
Qualified Financial Advisors in Ann Arbor, Michigan | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Todd Perry
CFP®, CPWA®, CIMA®, RMA- Retirement Management Advisor EXECUTIVE WEALTH MANAGEMENT 135 W North Street Ste 1, Brighton, MI 48116 |
16 | Not Specified | $250,000 | Fee-Based |
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 |
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 |
Karla Stanton
CFP®, ChFC®, AIF® ENGLER, GARROW & ROTH, LTD 1645 Indian Wood Circle, Ste.102, Maumee, OH 43537 |
33 | Not Specified | $100,000 | 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# 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.
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# 5058299
Firm CRD# 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
Firm CRD# 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# 4886498
Firm CRD# 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# 4885960
Firm CRD# 14303
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
1645 Indian Wood Circle,
Ste.102,
Maumee,
OH
43537
Phone Number
419-794-0550
Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER and an Accredited Investment Fiduciary®. John Engler, Matthew Garrow, and Timothy Roth have been guest speakers on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. Matt and Tim have each served as President of the Society of Financial Service Professionals, Toledo Chapter. Tim currently serves on the Board of Lutheran Ministries of Mercy. Matt serves on the Morenci, Michigan Downtown Development Authority Board and is actively involved with the Kiwanis Club of Morenci. John is a past board member of the FPA of Northwest Ohio. Outside of the office, Matt farms 534 acres in Northwest Ohio with his brother where they grow corn and soybeans. Karla Stanton understands the challenges families face in balancing daily life while saving for the future, so she focuses her practice on the financial goals of families while still assisting clients who are focused on retirement and other goals. Karla has been actively involved in the Northwest Ohio/Southeast Michigan communities her entire life.
Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton, all CERTIFIED FINANCIAL PLANNER professionals, have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation. The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations. Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans. You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning
Qualifications
CRD# 4938299
Firm CRD# 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 Ann Arbor, Michigan (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Spc
300 Parkland Plaza, Ann Arbor, MI 48103 |
$6,859,365,285 | 36841 |
A percentage of AUM Hourly charges Fixed fees Other (SEMINAR ATTENDANCE FEES) |
Retirement Income Solutions, Inc.
2301 Platt Road , Suite 300, Ann Arbor, MI 48104 |
$2,403,823,289 | 1244 |
A percentage of AUM Hourly charges Fixed fees |
Vintage Financial Services Llc
2373 Oak Valley Drive Suite 110, Ann Arbor, MI 48103 |
$923,410,000 | 530 |
A percentage of AUM Fixed fees |
Columbia Asset Management, L.L.C.
924 N Main Street , Suite 1, Ann Arbor, MI 48104 |
$858,842,967 | 1125 |
A percentage of AUM Hourly charges Fixed fees |
Exchange Capital Management Inc
303 Detroit Street , Suite 203, Ann Arbor, MI 48104 |
$704,734,966 | 1007 |
A percentage of AUM Hourly charges |
Speyside Fund Advisers Llc
24 Frank Lloyd Wright Drive , Suite H3225, Ann Arbor, MI 48106 |
$487,108,000 | 4 |
A percentage of AUM Performance Based |
Arbor Trust Wealth Advisors, Llc
825 Victors Way , Suite 150, Ann Arbor, MI 48108 |
$486,871,670 | 1352 |
A percentage of AUM Fixed fees |
Renaissance Venture Capital Management, Inc.
201 South Main Street , 10th Floor, Ann Arbor, MI 48104-2113 |
$433,807,061 | 4 |
A percentage of AUM Performance Based |
Pollock Investment Advisors, Llc
412 East Huron, Ann Arbor, MI 48104 |
$292,746,586 | 630 |
A percentage of AUM Fixed fees |
Greenup Street Wealth Management Llc
2723 S State Street , Suite 117, Ann Arbor, MI 48104 |
$277,731,776 | 840 |
A percentage of AUM Hourly charges Fixed fees |
Cypress Capital Family Office & Wealth Management, Llc
135 Underdown Road, Ann Arbor, MI 48105 |
$188,500,201 | 1 |
A percentage of AUM |
Darden Wealth Group
310 Miller Ave. , #147, Ann Arbor, MI 48103 |
$166,224,266 | 178 |
A percentage of AUM Fixed fees |
Vision Capital Partners
2211 Old Earhart Rd. , Suite 155, Ann Arbor, MI 48105 |
$160,372,150 | 589 |
A percentage of AUM Hourly charges Fixed fees |
Sage Hill Capital
333 S. Main St. , Suite 200, Ann Arbor, MI 48104 |
$158,202,436 | 275 |
A percentage of AUM Hourly charges Fixed fees |
Palatine Hill Wealth Management
229 Depot Street, Ann Arbor, MI 48104 |
$148,387,044 | 252 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
A New Path Financial Inquire with A |
2311 East Stadium Boulevard, Suite 202, Ann Arbor, MI 48104 | 734-330-2266 |
Alexander E Freiberg Inquire with Alexander |
2001 Commonwealth Blvd, Ann Arbor, MI 48105 | 734-827-0547 |
The Voyage Wealth Advisory Group Inquire with Voyage |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5231 |
Matthew Cunningham Inquire with Matthew |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5231 |
Murray, McCumons & Associates Inquire with Murray, |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5280 |
Matthew McCumons Inquire with Matthew |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5227 |
Kristen Roy Inquire with Kristen |
2800 S State St, Ste 205, Ann Arbor, MI 48104 | 734-477-5235 |
Morgan Stanley Financial Advisors Inquire with Morgan |
2001 Commonwealth Blvd, Ann Arbor, MI 48105 | 734-827-0524 |
Jeffrey Radford Inquire with Jeffrey |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5285 |
Drew Fitzmorris Inquire with Drew |
4750 Venture Dr, Ste 150, Ann Arbor, MI 48108 | 734-477-5280 |
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?