Laurels

Best Financial Advisors in Grand Rapids
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Grand Rapids Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 61 43 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Wealthcare Capital Management

  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Wealthcare Capital Management is a financial advisory firm that helps working professionals and retirees have increased confidence that they are on track to live the life they want. The firm uses a unique, patented goals-based financial planning approach that connects clients’ wealth with their goals and determines the probability of achieving those goals. Services include investment management, retirement planning, education planning, debt repayment strategies, and protection planning. The firm does its best to control the controllable by avoiding unnecessary portfolio risk, emphasizing tax efficiency, and minimizing portfolio expenses.

625 Kenmoor Avenue SE Suite 301
Grand Rapids, MI 49546

Website

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