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Find Top Financial Advisors in Southfield, Michigan

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Southfield, 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.

Qualifications of Financial Advisors in Southfield

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 Southfield, Michigan
Financial Advisor Office Location Phone Number
Christopher Mollan
CRPC®, AWMA, AAMS®, Life & Health Insurance licensed
LPL Financial
31731 Northwestern Hwy.,
Farmington Hills, MI 48334
248-987-8054
Matt Saltzgaber
AIF®
Vision Wealth Management
1668 S. Telegraph, Suite 250C,
Bloomfield Hills, MI 48302
248-259-7729
Chris Davidson
CFP®, CRPC®
Edelman Financial Engines, LLC
39555 Orchard Hill Place,
Novi Township, MI 48375
248-468-1859
Andrzej Mendela
CRPC®, CFP®, RFC®, RFC
Edelman Financial Engines, LLC
201 West Big Beaver Road,
Troy, MI 48084
248-825-8220
Brian Sites
CFP®
Edelman Financial Engines, LLC
39775 Traditions Drive,
Northville, MI 48168
248-412-0160
Anthony Watson
CFA®, CFP®
Thrive Retirement Specialists
3319 Greenfield #148,
Dearborn, MI 48120
313-879-2019
Sara Uh
CFP®
Edelman Financial Engines, LLC
39425 Garfield Rd,
Clinton Township, MI 48038
248-468-1864
Todd Perry
CFP®, CIMA®, CPWA®, CERTIFIED FINANCIAL PLANNER
Executive Wealth Management
135 W North Street Ste 1,
Brighton, MI 48116
810-229-6446
Hylan Moises
North Star Financial Advisor
415 Detroit Street Suite 100,
Ann Arbor, MI 48104
734-213-6240
Joseph N Vitale
American Retirement Advisors
3778 S. Lapeer Rd,
Metamora, MI 48455
855-756-5700

Information on Qualified Financial Advisors in Southfield

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 Masters degrees, and is an independent Financial Advisor. Matt holds a Bachelors degree from Michigan State University along with a Masters Degree in Mechanical Engineering and a Masters 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 lifes 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# 5122928
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 39555 Orchard Hill Place,
Suite 365,
Novi Township,
MI
48375
Phone Number 248-468-1859

As a financial planner, I take great pride in helping my clients find solutions to the complexities of their financial lives. Outside of work, I enjoy spending time with my family, especially at a baseball game.

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 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.


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 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.


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 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.


Qualifications CRD# 5682762
FirmCRD# 310289

Compensation/Fee Fee Only


Office Location 3319 Greenfield #148,
Dearborn,
MI
48120
Phone Number 313-879-2019

I founded Thrive Retirement Specialists to deliver a more thoughtful and strategic approach to retirement planning. The wealth management industry is full of conflict of interest and inexperienced advisers that often leave people in sub-optimal retirement situations by failing to account for all the risks retirees face and all retirement assets, tools, and tactics that may be available. I believe people deserve better, and the expertise I have been privileged to develop over the past 25 years puts me in a unique position to deliver a better retirement planning experience. I created Thrive Retirement Specialists to offer a single, flat-fee service entitled Thrive Retire that goes far beyond what has traditionally been known as retirement planning. ThriveRetire is an ongoing 8-step retirement planning process and investment management service that seeks to to drive value through four main pillars: 1). Optimized decision making and asset usage, 2). Rules-based (or Dynamic) withdrawal strategies, 3). Tax-efficient withdrawal coordination and asset management, and 4). Low-cost index investing. With every interaction, we seek to inform and serve, so our clients can safely trust their ThriveRetire" plan and process, leaving each client with the confidence and peace of mind to live a vibrant and full life through retirement. I live in Dearborn, Michigan, with my wife Dawn and daughters Emma and Anna.

About Thrive Retirement Specialists

Thrive Retirement Specialists is a retirement planning specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement. We offer a single, flat-fee service entitled Thrive Retire that goes far beyond what has traditionally been known as retirement planning. ThriveRetire is an engaging ongoing 8-step retirement planning process and investment management service that seeks to identify all risks, assets, tools, and tactics to develop an optimal retirement plan designed to support your ideal retirement lifestyle and goals to the fullest extent possible. With every interaction, we seek to inform and serve, so our clients can safely trust their ThriveRetire plan and process, leaving each client with the confidence and peace of mind to live a vibrant and full life through retirement.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services


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 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.


Qualifications CRD# 5795799
FirmCRD# 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 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# 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 1980s 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 its 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


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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?