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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.

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Adam Schwallier

Schwallier Wealth Management LLC
CFP®
Adam Schwallier, a financial fiduciary, provides financial services to clients in the Grand Rapids, Michigan area. Adam holds a CFP® certification. Adam has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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Todd Perry

Executive Wealth Management
CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA®
Todd Perry, a financial fiduciary, provides financial services to clients in the Brighton, Michigan area. Todd holds a CFP®, CPWA®, RMA- Retirement Management Advisor, CIMA® certification. Todd has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    Charles Schwab

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Mark Ligeski

Edelman Financial Engines, LLC
CRPC®
Mark Ligeski, a financial fiduciary, provides financial services to clients in the Grand Rapids, Michigan area. Mark holds a CRPC® certification. Mark has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Peter Shunyia

LPL Financial/Shunyia & Co. Private Wealth Advisors
CFP®
Peter Shunyia, a financial fiduciary, provides financial services to clients in the Troy, Michigan area. Peter holds a CFP® certification. Peter has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
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Michael Jergens

Edelman Financial Engines, LLC
Registered Financial Consultant (RFC)
Michael Jergens, a financial fiduciary, provides financial services to clients in the Troy, Michigan area. Michael holds a Registered Financial Consultant (RFC) certification. Michael has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Grandville, Michigan area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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