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11 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).

Raginn Fusaro

Financial Engines Advisors
Financial Engines Advisors, 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.
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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).

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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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).

Phillip Mitchell

Kroon & Mitchell Asset Management
CFA® CPA CTP®
Phillip Mitchell, a financial fiduciary has been a Paladin Registry member since 2019. Phillip is the owner of Kroon & Mitchell Asset Management. Phillip holds the Chartered Financial Analyst , Certified Public Accountant , Certified Treasury Professional certifications and has over 19 years of experience. Phillip provides financial services to clients in the Grand Rapids, Michigan area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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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