Find the right advisors to meet your financial planning needs in Michigan

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Michigan that can fulfill your requirements.

List of Qualified
Financial Planners in Michigan


Adam Schwallier

Schwallier Wealth Management LLC

607 Cascade West Parkway SE

Grand Rapids, MI 49546

616 8552051

Connect with Adam

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810 2296446

Connect with Todd

Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors

2050 Livernois Rd., Suite B

Troy, MI 48083

248 3658822

Connect with Peter

Allworth Financial

Allworth Financial

4320 44th Street SW, Suite 102

Grandville, MI 49418

888 2426766

Connect with Allworth

Phillip Mitchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616 3562002

Connect with Phillip

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