Expertise.com
Get Listed

Best Financial Advisors in Ann Arbor

2023

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Last updated:

Website
Ann Arbor, MI
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Ann Arbor, MI

Why choose this provider?

Need help contacting a Financial Advisor in Ann Arbor? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
412 East Huron, Ann Arbor, MI 48104
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Pollock Investment Advisors LLC offers financial planning and investment management services to the community of Ann Arbor. The independent and employee-owned firm assists its clients with their cash flow analysis, college and retirement savings, and debt management. In addition, it guides them in long-term investment goals of personal and trust assets, IRAs, and company stock options. The company further demonstrates its philanthropic commitment to the local residents via its support of various non-profit organizations like C.S. Mott Children’s Hospital, Ann Arbor Shelter Association, and Arbor Hospice.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
415 Detroit Street, Ann Arbor, MI 48104
  • Certified Financial Planner (CFP)

Why choose this provider?

North Star Financial Advisors has been serving professionals, business owners, and retirees in Ann Arbor since 2006. The firm provides guidance on accumulation retirement strategies like brokerage accounts, tax-deferred annuities, simple employee pensions, and individual retirement accounts. It also helps with income tax planning, charitable giving and estate planning, investment management, and retirement plan consulting. Senior financial advisor Michael K. Stearns has been recognized among the top 37 percent of advisors associated with the Commonwealth Financial Network.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1925 Pauline Blvd. Ste A., Ann Arbor, MI 48103
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Stonepath Wealth Management is an independent financial services firm that serves individuals in Ann Arbor and neighboring areas. With backgrounds in finance and accounting, its team of financial advisors handles all aspects of wealth management, including financial planning, retirement planning, investment management, insurance plans, and education savings plans. In the financial planning industry for over 30 years, Emily Bowen, one of the firm's financial advisors, is a Certified Financial Planner and a member of Green America and US SIF.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
315 E. Eisenhower Parkway Suite 301, Ann Arbor, MI 48108
  • Certified Financial Planner (CFP)

Why choose this provider?

McLaren Wealth Strategies serves clients throughout Ann Arbor and its surrounding communities. It offers a wide range of financial planning services, helping clients in obtaining financial security and protecting their families. It advises clients in retirement planning, charitable giving, and socially responsible investing. The firm also provides its McLaren Vision Planning services, which include investment portfolio management, estate and legacy planning, and family CFO financial planning services. Doug Gross, founder of the company, has been a CFP since 1998.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
202 E. Washington Street, Suite 303, Ann Arbor, MI 48104
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Oliver Financial Planning is based in Ann Arbor, serving clients in the metro and surrounding communities. The company assists individuals with its services, such as annual portfolio rebalancing, investment coaching, and creating financial plans. Rob Oliver took an oath through the National Association of Personal Financial Advisors as a Fee-Only Financial Advisor. In addition, Rob is a CFP Board CERTIFIED FINANCIAL PLANNER and a Chartered Financial Analyst. Oliver Financial Planning has been in the industry for more than 15 years.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2373 Oak Valley Drive, Ann Arbor, MI 48103
  • Certified Financial Planner (CFP)

Why choose this provider?

Based in Ann Arbor, Vintage Financial Services, LLC, offers financial planning, investment management, and tax preparation services to clients throughout the country. Founded in 1985, the firm oversees more than $650 million worth of assets for its clients. Its senior financial advisors have either CFP or CPA designations. They also focus on various concerns such as education funding, retirement planning, and insurance. The firm's founder, Frank Moore, has graced Forbes' Best-in-State Wealth Advisors and Barron's Top 1,200 Financial Advisors lists.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2311 East Stadium Boulevard, Suite 214, Ann Arbor, MI 48104
  • Private Wealth Advisor
  • Retirement Planning
  • Tax Planning

Why choose this provider?

KENETEX Wealth Management caters to clients in Ann Arbor and its surrounding areas. It provides a wide range of wealth management services, including financial advice and planning, investment portfolio, cash reserve, and cash flow management services. It helps clients in defining and managing their financials and creates a tailored securities portfolio for each client. Rodger Wolff, founder of the firm, holds Series 7, 62, and 66 licenses. Rodger is an investment advisor representative through Advisory Services Network LLC. He founded the firm in 2002.

Website
2395 S. Huron Pkwy ​Suite 101, Ann Arbor, MI 48104
  • Certified Financial Planner (CFP)

Why choose this provider?

ArborFi Advisors is a company that manages the finances of its clients in Ann Arbor. Its personalized financial planning includes working with clients' tax and legal consultants to help with estate issues. In addition, its advisors provide assistance concerning college expense funding, retirement income sequencing, savings strategy prioritization, business monetization, and social security optimization. They also monitor progress so that clients can check the status of comprehensive plans and investment portfolios. Co-founder and managing partner Tom Costigan is a NAPFA registered financial advisor.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
206 S. Fourth Avenue, Ann Arbor, MI 48104
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Pinnacle Investment Advisors, LLC, is a company that caters to clients in Ann Arbor and the surrounding areas. It helps customers take charge of their finances by providing them with a wide range of services. These include investment management and consultation, financial planning, insurance recommendation and implementation, estate planning, retirement planning, and income and estate tax advice. The firm's financial advisors also handle mortgage matters. Jeffrey Ellis, the vice president of Pinnacle Investment Advisors, has earned the CPA and MST designations.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
116 East Washington Street, Ann Arbor, MI 48104
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Arbor Financial, a firm located in Ann Arbor, offers investment guidance and financial planning services. It advises clients about investments such as stocks, treasuries, commodities, and real estate. The firm also provides integrated financial planning services such as risk management, tax preparation and planning, portfolio services, retirement planning, and education funding. Arbor Financial is a member of the National Association of Personal Financial Advisors. Its founder, Savvas Giannakopoulos founded the firm in 1990. He is an Enrolled Agent and a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Facebook
4.3 / 5 (154)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to top

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What services can you avail of from a financial advisor in Ann Arbor?

    A financial advisor in Ann Arbor offers personalized financial planning to take control of your finances. They aim to provide your with goal-based investment management and protect your assets. Furthermore, they offer services in tax management and college planning for your children's education. Lastly, legacy planning guidance to pass on your wealth according to your wishes.

  • What are the types of financial planners in Ann Arbor?

    There are three types of financial planners in Ann Arbor. These area the fee-only, fee and commission, and commission-only. Fee-only planners charge a flat or hourly rate, sometimes supplemented by a percentage of managed assets. Fee and commission planners have lower fees and also earn commissions from product sales. Commission-only planners provide free advice but solely earn commissions from sold products.

  • What does a certified financial planner do in Ann Arbor?

    Certified Financial Planners (CFPs) in Ann Arbor have met rigorous standards set by the CFP Board. They are trusted professionals who can assist you in achieving your financial goals. CFPs have completed extensive education, passed a comprehensive exam, and gained relevant experience. They stay current with continuing education to provide up-to-date financial planning advice. In essence, CFPs help you create a personalized financial plan that caters to your specific needs and objectives.

  • How do annuities work in Ann Arbor?

    Annuities are a financial product that can provide a steady income stream in retirement for people in Ann Arbor. They come in various forms and are personalized to individual needs. Annuities can offer security and flexibility and be a good option for people concerned about running out of money in retirement. However, it is essential to carefully consider your options and goals before investing in an annuity.

  • Is financial planning a long-term or short-term process in Ann Arbor?

    The answer is both. Financial planning in Ann Arbor involves managing investments and finances, focusing on the short-term and long-term. It considers individual risk preferences and offers options like stocks, bonds, real estate, and small business investments. Tools such as financial statements and balance sheets can aid in the planning process. Regardless of specific goals, having a solid plan is essential for achieving financial objectives.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

Back to top