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Best Financial Advisors in Ann Arbor

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Ann Arbor, MIAnn Arbor, MI

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.

Ann Arbor, MIAnn Arbor, MI

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

214 North Fourth Ave., 2nd Floor, Ann Arbor, MI 48104
Ann Arbor, MI 48104
  • Certified Financial Planner (CFP)

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.

214 North Fourth Ave., 2nd Floor, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 769-1427

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

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.

116 East Washington Street, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 761-6626

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

155 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2395 S. Huron Pkwy ​Suite 101, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(343) 456-980​

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

2311 East Stadium Boulevard, Suite 214, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 995-2599

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2950 South State Street, Ste. 360, Ann Arbor, MI 48104
Ann Arbor, MI 48104
  • Certified Financial Planner (CFP)

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.

2950 South State Street, Ste. 360, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 213-2145

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

315 E. Eisenhower Parkway Suite 301, Ann Arbor, MI 48108
Ann Arbor, MI 48108

Website(734) 944-7556

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

415 Detroit Street, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 213-6240

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

202 E. Washington Street, Suite 303, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 926-0022

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

206 S. Fourth Avenue, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 662-1746

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

412 East Huron, Ann Arbor, MI 48104
Ann Arbor, MI 48104

Website(734) 929-2520

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

1925 Pauline Blvd. Ste A., Ann Arbor, MI 48103
Ann Arbor, MI 48103

Website(734) 369-8143

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

2373 Oak Valley Drive, Ann Arbor, MI 48103
Ann Arbor, MI 48103

Website(800) 666-9237

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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