Best Financial Advisors in Ann Arbor

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.

Affinity Wealth Solutions serves clients throughout Ann Arbor and its neighboring areas. This independent firm offers financial planning, wealth management, and investment planning services. It focuses on retirement income distribution planning, providing clients with retirement income strategies that are tailored to their specific needs. Additionally, its team offers legacy planning, college funding, and business planning and provides a wide range of life insurance plans. Grier C. Edwards, the firm's financial planning operations director, holds FINRA Series 7 and 66 licenses.

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.

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.

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.

Main Street Financial Services is a company that serves customers in Ann Arbor and the surrounding areas. The financial advisory firm provides benefits consulting, financial planning, and risk management services. Its advisors develop cash flow plans and formulate strategies to maximize after-tax investment returns. Its clients include entrepreneurs, families, expatriates, and professional athletes. Brian Stump, the managing partner, started his career in the financial industry in 1987. He focuses his expertise on wealth management, retirement, and distribution strategies.

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.

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.

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.

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.

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.

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.

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.