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

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Hylan Moises

North Star Financial Advisor

415 Detroit Street Suite 100

Ann Arbor, MI 48104

734-213-6240

Connect with Hylan
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Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855-756-5700

Connect with Joseph
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Matt Saltzgaber

Vision Wealth Management

1668 S. Telegraph, Suite 250C

Bloomfield Hills, MI 48302

248-259-7729

Connect with Matt
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Phillip Mitchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616-356-2002

Connect with Phillip
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Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248-468-1355

Connect with Ashley
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Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248-412-0160

Connect with Brian
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Dan Rausch

Allworth Financial

4320 44th Street SW, Suite 102

Grandville, MI 49418

888-242-6766

Connect with Dan
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Matt Breimayer

Strategy Financial, LLC

12935 S. West Bayshore Drive
Suite 325

Traverse City, MI 49684

231-714-5077

Connect with Matt
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Ryan Lind

Edelman Financial Engines, LLC

5510 Cascade Rd SE
Suite 280

Grand Rapids, MI 49546

616-426-8320

Connect with Ryan
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Sara Uh

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248-468-1864

Connect with Sara
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Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084

248-825-8220

Connect with Andrzej
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Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334

248-987-8054

Connect with Christopher

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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Interview top quality financial planners who meet your requirements

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