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


Joseph N Vitale

American Retirement Advisors

3778 S. Lapeer Rd

Metamora, MI 48455

855 7565700

Connect with Joseph

Adam Schwallier

Schwallier Wealth Management LLC

607 Cascade West Parkway SE

Grand Rapids, MI 49546

616 8552051

Connect with Adam

Phillip Mitchell

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503

616 3562002

Connect with Phillip

Todd Perry

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116

810 2296446

Connect with Todd

Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375

248 4681355

Connect with Ashley

Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168

248 4120160

Connect with Brian

Dan Rausch

Allworth Financial

4320 44th Street SW, Suite 102

Grandville, MI 49418

888 2426766

Connect with Dan

Matt Breimayer

Strategy Financial, LLC

12935 S. West Bayshore Drive
Suite 325

Traverse City, MI 49684

231 7145077

Connect with Matt

Ryan Lind

Edelman Financial Engines, LLC

5510 Cascade Rd SE
Suite 280

Grand Rapids, MI 49546

616 4268320

Connect with Ryan

Sara Uh

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038

248 4681864

Connect with Sara

Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084

248 8258220

Connect with Andrzej

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