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Top Rated Financial Advisors in Michigan

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Michigan is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Michigan with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Michigan near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ronald VanSurksum

Advanced Asset Management, LLC
CFP®
Ronald VanSurksum is a financial fiduciary at Advanced Asset Management, LLC. Ronald VanSurksum has been a Paladin Registry member since 2005 and serves clinets in Grandville, Michigan.
Ronald holds Certified Financial Planner and has over 22 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Michigan
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab
  • Pensco Trust Company
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joshua Barron

JMB Financial Services Group, LLC
AIF®
Joshua Barron is a financial fiduciary at JMB Financial Services Group, LLC. Joshua Barron has been a Paladin Registry member since 2006 and serves clinets in Troy, Michigan.
Joshua holds Accredited Investment Fiduciary and has over 18 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Georgia
    • Illinois
    • Michigan
    • Minnesota
    • Ohio
    • Texas
  • Investment Products for Commission: State List
    • Georgia
    • Illinois
    • Michigan
  • Insurance Products for Commission: State List
    • Georgia
    • Illinois
    • Michigan

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

    Name(s) of Custodian(s):

  • LPL Financial
  • Fidelity
  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Christopher Mollan

LPL Financial
AAMS® AWMA® CRPC®
Christopher Mollan is a financial fiduciary at LPL Financial . Christopher Mollan has been a Paladin Registry member since 2013 and serves clinets in Farmington Hills, Michigan.

Christopher holds Accredited Asset Management Specialist , Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor certifications and has over 14 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • California
    • Florida
    • Michigan
    • New York
    • Ohio
  • Investment Products for Commission: State List
    • California
    • Florida
    • Michigan
    • New York
    • Ohio
  • Insurance Products for Commission: Michigan

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • LPL Financial

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andrew Brown

Valeo Financial Advisors, LLC
CFP®
Andrew Brown is a financial fiduciary at Valeo Financial Advisors, LLC. Andrew Brown has been a Paladin Registry member since 2013 and serves clinets in Ann Arbor, Michigan.
Andrew holds Certified Financial Planner and has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Fidelity
  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jonathan Gardey

Gardey Financial Advisors LLC
CFA® CFP®
Jonathan Gardey is a financial fiduciary at Gardey Financial Advisors LLC. Jonathan Gardey has been a Paladin Registry member since 2016 and serves clinets in Saginaw, Michigan.

Jonathan holds Chartered Financial Analyst , Certified Financial Planner certifications and has over 23 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: Michigan
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Adam Schwallier

Schwallier Wealth Management LLC
CFP® CMFC®
Adam Schwallier is a financial fiduciary at Schwallier Wealth Management LLC. Adam Schwallier has been a Paladin Registry member since 2017 and serves clinets in Ada, Michigan.

Adam holds Certified Financial Planner , Chartered Mutual Fund Counselor certifications and has over 20 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Indiana
    • Michigan

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Financial Strategies Group, Inc.

Financial Strategies Group, Inc.
CFP® ChFC®
Financial Strategies Group, Inc., a financial advisory firm, has been a Paladin Registry member since 7. Financial Strategies Group, Inc. provides financial services to clients in the Okemos, Michigan.
  • State Licences:
  • Financial Advice, Services for Fees: Michigan
  • Insurance Products for Commission: Michigan

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Paladin’s research department has reviewed comprehensive information that describes this advisor or firm’s credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Todd Perry

Executive Wealth Management
CFP® CIMA® CPWA®
Todd Perry is a financial fiduciary at Executive Wealth Management . Todd Perry has been a Paladin Registry member since 2019 and serves clinets in Brighton, Michigan.

Todd holds Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications and has over 13 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: Michigan

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Phillip Mitchell

Kroon & Mitchell Asset Management
CFA® CPA CTP®
Phillip Mitchell is a financial fiduciary at Kroon & Mitchell Asset Management. Phillip Mitchell has been a Paladin Registry member since 2019 and serves clinets in Grand Rapids, Michigan.

Phillip holds Chartered Financial Analyst , Certified Public Accountant , Certified Treasury Professional certifications and has over 19 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Georgia
    • Michigan

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

JOHN OLIVER

Agile Wealth Partners
JOHN OLIVER is a financial fiduciary at Agile Wealth Partners. JOHN OLIVER has been a Paladin Registry member since 2020 and serves clinets in Brighton, Michigan.
JOHN OLIVER has 17 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Michigan

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Portfolio Management
  • Wealth Management
  • View More
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mark Drake Sr.

Mark Drake Sr.
Mark Drake Sr. is a financial fiduciary at Mark Drake Sr. . Mark Drake Sr. has been a Paladin Registry member since 2020 and serves clinets in Portage, Michigan.
Mark Drake Sr. has 35 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
35 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Trevor Asti

Ryan Trevor Asti
AIF® CFP®
Ryan Trevor Asti is a financial fiduciary at Ryan Trevor Asti . Ryan Trevor Asti has been a Paladin Registry member since 2020 and serves clinets in Troy, Michigan.

Ryan Trevor holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Commissions (Investment Products)
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Anthony Watson

Thrive Retirement Specialists
CFA® CFP®
Anthony Watson is a financial fiduciary at Thrive Retirement Specialists. Anthony Watson has been a Paladin Registry member since 2021 and serves clinets in Dearborn, Michigan.

Anthony holds Chartered Financial Analyst , Certified Financial Planner certifications and has over 25 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fixed Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • Risk Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joseph N Vitale

Joseph N Vitale
Joseph N Vitale is a financial fiduciary at Joseph N Vitale . Joseph N Vitale has been a Paladin Registry member since 2021 and serves clinets in Metamora, Michigan.
Joseph N Vitale has 32 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matt Saltzgaber

Matt Saltzgaber
AIF®
Matt Saltzgaber is a financial fiduciary at Matt Saltzgaber . Matt Saltzgaber has been a Paladin Registry member since 2021 and serves clinets in Bloomfield Hills, Michigan.
Matt holds Accredited Investment Fiduciary and has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Koch

Matthew Koch
Matthew Koch is a financial fiduciary at Matthew Koch . Matthew Koch has been a Paladin Registry member since 2021 and serves clinets in Vassar, Michigan.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matt Breimayer

Matt Breimayer
Matt Breimayer is a financial fiduciary at Matt Breimayer . Matt Breimayer has been a Paladin Registry member since 2021 and serves clinets in Traverse City, Michigan.

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Top vetted financial advisors in Michigan by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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