Schwallier Wealth Management LLC has been helping to improve clients' long-term financial success 
and change lives for over 15 years. We offer guidance in the form of financial planning, on-going 
investment advice and management, and insight on all things affecting life and finances. Our goal 
is that clients are better off for having met us, specifically, and we want to become an 
indispensable resource in helping clients attain financial peace. After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts 
that serving two masters(employer and client) creates, Adam Schwallier formed this SEC-Registered 
Investment Advisory(RIA) firm. Schwallier Wealth Management(SWM) was borne to serve clients directly without the trappings of a 
broker-dealer. As a fiduciary, SWM is required to always work in clients best interests and fully 
disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may 
create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor 
team with a robust staff.

At Dallo Financial we are financial consultants that are committed to helping people. You have a vision and a purpose. We provide holistic, comprehensive, and proactive financial planning that is personalized for your purpose. Whatever your goals are, Dallo Financial is prepared to assist you in focusing on those goals and creating your plan. Our advisors are passionate about what they do. We care about you and are driven by your success.

Managing wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with Confidence. At Executive Wealth Management, Todd serves as a Senior 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, and charitable planning.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 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.
 
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 
2 Edelman Financial Engines data, as of Dec. 31, 2023.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 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.
 
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 
2 Edelman Financial Engines data, as of Dec. 31, 2023.

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.

Lifeworks Advisors is like a team of expert guides who help people and small businesses make smart choices with their money, so they can achieve their dreams and feel secure about the future. Imagine you're planning a big adventure or trying to win a game. You'd want the best people by your side, right? That's what we do at Lifeworks Advisors, but with finances. What We Do: 1. Financial Planning for Individuals: Think of your life as a journey with lots of destinations you want to visit, like buying a house, going to college, or traveling the world. We sit down with you, listen to your dreams, and then map out a plan to help you get there. We look at how much money you're making, how you're spending it, and how we can save or invest it better. It's like planning the best route to make sure you hit all your favorite spots. 2. Helping Small Businesses: Running a small business is like being the captain of a ship. You have a vision of where you want to go, but there are lots of waves and storms ahead. We help small businesses plan their finances, manage money wisely, and grow. We're like the experienced navigator who helps the captain steer through rough seas and find the best path forward. 3. Tax Advice and Services: Taxes can be confusing, like a maze. We guide individuals and businesses through this maze, making sure they pay what they owe but not a penny more. We also help them understand how different decisions can affect their taxes, so they can plan better for the future. 4. Estate Planning and Trusts: We help people plan what will happen to their money and possessions when they're no longer here. It's like creating a treasure map for your family's future, making sure your treasures go exactly where you want them to. 5. Insurance Planning: Life is full of surprises, and not all of them are good. We help people and businesses pick the right insurance to protect them from unexpected events, like getting sick or having an accident. It's like putting a safety net under your high-wire act. How We're Different: Lifeworks Advisors isn't like other financial firms. We're independent, which means we're not tied to any specific products or services. Our advice is all about what's best for you, not what makes us the most money. We use a lot of technology to make things easier and more efficient, but we never forget that personal touch. We're here to listen, understand, and guide you through every step of your financial journey. In short, Lifeworks Advisors is here to help you make the most of your money, so you can live the life you dream about. Whether you're planning for yourself, your family, or your business, we're the team you want on your side.

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Find the best financial advisor in Michigan. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

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

List of Qualified
Financial Planners in Michigan

Adam Schwallier

Schwallier Wealth Management LLC

Address

Joseph Dallo

Dallo Financial

Address

Todd Perry

Executive Wealth Management

Address

Ashley Kremhelmer

Edelman Financial Engines, LLC

Address

Brian Sites

Edelman Financial Engines, LLC

Address

Joseph Lunn

Edelman Financial Engines, LLC

Address

Mark Ligeski

Edelman Financial Engines, LLC

Address

Michael Jergens

Edelman Financial Engines, LLC

Address

Lifeworks

Address

Allworth Financial

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

List of Qualified Financial Planners in Michigan

Schwallier Wealth Management LLC

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Dallo Financial

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Executive Wealth Management

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Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

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Edelman Financial Engines, LLC

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Edelman Financial Engines, LLC

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Edelman Financial Engines, LLC

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Address

Address

Frequently Asked Questions

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Popular Articles

List of Qualified
Financial Planners in Michigan

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