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10 Top Rated
Financial Advisors in Michigan

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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, a financial fiduciary has been a Paladin Registry member since 2005. Ronald is the owner of Advanced Asset Management, LLC. Ronald holds the Certified Financial Planner certifications and has over 22 years of experience. Ronald provides financial services to clients in the Grandville, Michigan area.
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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).

Wayne Titus III

AMDG Financial
AIFA® CPA PFS
Wayne Titus III, a financial fiduciary has been a Paladin Registry member since 2004. Wayne is the owner of AMDG Financial. Wayne holds the Accredited Investment Fiduciary Analyst , Certified Public Accountant , Personal Financial Specialist certifications and has over 25 years of experience. Wayne provides financial services to clients in the Plymouth, Michigan area.
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Paladin Certified

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, a financial fiduciary has been a Paladin Registry member since 2006. Joshua holds the Accredited Investment Fiduciary certifications and has over 16 years of experience. Joshua provides financial services to clients in the Troy, Michigan area.
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Paladin Registry Member

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, a financial fiduciary has been a Paladin Registry member since 2013. Christopher holds the Accredited Asset Management Specialist , Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor certifications and has over 14 years of experience. Christopher provides financial services to clients in the Farmington Hills, Michigan area.
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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).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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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, a financial fiduciary has been a Paladin Registry member since 2013. Andrew holds the Certified Financial Planner certifications and has over 7 years of experience. Andrew provides financial services to clients in the Ann Arbor, Michigan area.
Badge1

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, a financial fiduciary has been a Paladin Registry member since 2016. Jonathan is the owner of Gardey Financial Advisors LLC. Jonathan holds the Chartered Financial Analyst , Certified Financial Planner certifications and has over 23 years of experience. Jonathan provides financial services to clients in the Saginaw, Michigan area.
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Paladin Registry Member

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, a financial fiduciary has been a Paladin Registry member since 2017. Adam is the owner of Schwallier Wealth Management LLC. Adam holds the Certified Financial Planner , Chartered Mutual Fund Counselor certifications and has over 20 years of experience. Adam provides financial services to clients in the Ada, Michigan area.
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Paladin Registry Member

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.
CFP® ChFC®
Financial Strategies Group, Inc., a financial fiduciary has been a Paladin Registry member since 2018. Kyle is the partner in Financial Strategies Group, Inc.. Kyle holds the Certified Financial Planner , Chartered Financial Consultant certifications and has over 7 years of experience. Kyle provides financial services to clients in the Okemos, Michigan area.
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Paladin Validated

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, a financial fiduciary has been a Paladin Registry member since 2019. Todd holds the Certified Financial Planner , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications and has over 13 years of experience. Todd provides financial services to clients in the Brighton, Michigan area.

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