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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.

Joseph N Vitale

American Retirement Advisors
Joseph N Vitale, a financial fiduciary, provides financial services to clients in the Metamora, Michigan area. Joseph has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

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

Phillip Mitchell

Kroon & Mitchell Asset Management
CPA, CFA®
Phillip Mitchell, a financial fiduciary, provides financial services to clients in the Grand Rapids, Michigan area. Phillip holds the CPA, CFA® certifications. Phillip has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Based on Assets
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

Todd Perry

Executive Wealth Management
CFP®, CPWA®, CIMA®, RMA- Retirement Management Advisor
Todd Perry, a financial fiduciary, provides financial services to clients in the Brighton, Michigan area. Todd holds the CFP®, CPWA®, CIMA®, RMA- Retirement Management Advisor certifications. Todd has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Tax Advice and Services

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

Ashley Kremhelmer

Edelman Financial Engines, LLC
CFP®
Ashley Kremhelmer, a financial fiduciary, provides financial services to clients in the Novi Township, Michigan area. Ashley holds a CFP® certification. Ashley has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based

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

Brian Sites

Edelman Financial Engines, LLC
CFP®
Brian Sites, a financial fiduciary, provides financial services to clients in the Northville, Michigan area. Brian holds a CFP® certification. Brian has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based

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

Dan Rausch

Allworth Financial
CFP®
Dan Rausch, a financial fiduciary, provides financial services to clients in the Grandville, Michigan area. Dan holds a CFP® certification.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

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

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

Matt Breimayer

Strategy Financial, LLC
Matt Breimayer, a financial fiduciary, provides financial services to clients in the Traverse City, Michigan area. Matt has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

Ryan Lind

Edelman Financial Engines, LLC
Ryan Lind, a financial fiduciary, provides financial services to clients in the Grand Rapids, Michigan area. Ryan has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based

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

Sara Uh

Edelman Financial Engines, LLC
CFP®
Sara Uh, a financial fiduciary, provides financial services to clients in the Clinton Township, Michigan area. Sara holds a CFP® certification. Sara has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based

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

Andrzej Mendela

Edelman Financial Engines, LLC
CFP®, Registered Financial Consultant (RFC), RFC®, CRPC®
Andrzej Mendela, a financial fiduciary, provides financial services to clients in the Troy, Michigan area. Andrzej holds the CFP®, Registered Financial Consultant (RFC), RFC®, CRPC® certifications. Andrzej has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

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

Adam Schwallier

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

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Based on Assets
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, LPL Financial

Joshua Barron

JMB Financial Services Group
AIF®
Joshua Barron, a financial fiduciary, provides financial services to clients in the Troy, Michigan area. Joshua holds a AIF® certification. Joshua has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    LPL Financial, Fidelity, Charles Schwab

BASIC INFORMATION NEEDED FOR THE INQUIRY

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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