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Best Financial Advisors in Grand Rapids

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2023
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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

Grand Rapids, MI
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

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.
4.0
Responsiveness
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Price: Free Consultation

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Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Grand Rapids, MI

Business Description

Need help contacting a Financial Advisor in Grand Rapids? 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.
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Calder Investment Advisors logo
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Calder Investment Advisors

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1331 Lake Drive Southeast, Grand Rapids, MI 49506
  • Certified Financial Planner (CFP)

Business Description

Calder Investment Advisors offers financial planning services to clients in Grand Rapids and the surrounding areas. The company serves employers and individuals, providing a wide range of services, such as financial and income planning, investment management, and strategic consulting. It also handles employee benefits and compensation programs that focus on retirement plans. Calder Investment Advisors also manage brokerage accounts, such as endowment funds, charitable foundations, IRAs, and HSAs. One of its partners, Daren Shavell, is a Chartered Financial Analyst.

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 (13)

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
Eastown Financial Advisors logo
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Eastown Financial Advisors

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1514 Wealthy Street Southeast, Grand Rapids, MI 49506
  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

Business Description

Eastown Financial Advisors provides its services to clients in Grand Rapids. It aids clients identify financial goals based on their circumstances, and then create clear action plans. These plans are implemented and monitored by financial advisors so that clients can have confidence while focusing on other aspects of their lives. Drawing from more than 40 years of combined experience, the team at Eastown Financial Advisors is able to integrate income tax strategies as well as life, health, and disability insurance policies into financial plans.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Elevate Financial Planning logo
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Elevate Financial Planning

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2050 Celadon Drive Northeast, Grand Rapids, MI 49525
  • Certified Financial Planner (CFP)

Business Description

Elevate Financial Planning works with clients in Grand Rapids and nearby areas. The firm provides a range of financial planning services, including portfolio design, retirement planning and projections, investment advice, tax planning and preparation, and risk analysis. Other services include college planning, Roth conversion analysis, and budgeting. Elevate Financial Planning is headed by John Bush, a Certified Financial Planner and enrolled agent. He is a fiduciary financial planner and a member of the Garrett Planning Network.

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

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
Fiduciary Financial Advisors logo

Fiduciary Financial Advisors

124 Fulton Street E, Grand Rapids, MI 49503
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Fiduciary Financial Advisors is an employee-owned and employee-operated company serving clients in Grand Rapids and the surrounding areas. It assists individuals, families, and foundations reach their financial objectives through financial planning, retirement guidance, and investment management. The registered investment adviser serves more than 500 families across the country and has over $400 million of assets under advisement. Fiduciary Financial Advisor puts a premium on prudence when selecting financial assets that suit the objectives of clients.

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 (33)

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
Financial Advisory Corporation logo
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Financial Advisory Corporation

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4251 Cascade Road Southeast, Grand Rapids, MI 49546
  • Private Wealth Advisor
  • Retirement Planning

Business Description

Financial Advisory Corporation serves clients in Grand Rapids. Its services include investment management, risk management, financial planning, and tax planning. The company also works on retirement planning, wealth transfer, estate planning, and financial counseling for widows. One of its advisors, Ryan Allen, has been in the financial industry for more than 22 years. The corporation is a member of the National Association of Personal Financial Advisors. Financial Advisory Corporation has been lending its expertise for over 30 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
Grand Wealth Management logo
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Grand Wealth Management

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333 Bridge Street Northwest, Grand Rapids, MI 49504
  • Certified Financial Planner (CFP)

Business Description

Grand Wealth Management is an independent firm that has been serving clients in Grand Rapids and the neighboring communities since 2004. Its team of financial advisors offers investment management and financial planning services. They also assist clients in a variety of wealth management aspects, including charitable, education, retirement, tax, and estate planning. Furthermore, the firm's managing principal, Jeffrey S. Williams, has been in the finance industry since 1986. He is a Certified Investment Management Analyst and a Certified Financial Planner.

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
Harvest Wealth Advisors logo
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Harvest Wealth Advisors

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5075 Cascade Road Southeast, Grand Rapids, MI 49546
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Business Description

Harvest Wealth Advisors is a financial planning firm that serves clients throughout Grand Rapids and the surrounding areas. It provides asset management, retirement planning, and insurance design and planning services. It also assists clients in developing customized investment strategies and constructing retirement plans and lasting life insurance plans. Principal of the firm David Rasch co-authored the book "Life Insurance 10X" which talks about how you buy insurance. Rasch holds more than three decades of industry expertise and is a Million Dollar Round Table member.

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
Integrated Financial Services, Inc. logo

Integrated Financial Services, Inc.

3351 Claystone Street Southeast, Grand Rapids, MI 49546
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

With more than 35 years of industry experience, Integrated Financial Services, Inc. is an advisory firm that serves the residents of Grand Rapids and the surrounding areas. Its financial services include retirement planning, tax planning, wealth management, and asset protection. The firm also assists clients with life insurance, annuities, 401(k) plans, and 403(b) plans. Its founder and CEO Rick Myers is a member of the Society of Financial Service Professionals. His financial articles have been published in Forbes, Fox Business, and The Wall Street Journal.

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
Kroon & Mitchell logo
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Kroon & Mitchell

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29 Pearl Street Northwest, Grand Rapids, MI 49503
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Kroon & Mitchell is a family-owned and family-operated firm that has been offering financial services to clients in Grand Rapids and the neighboring areas since 1991. It provides consolidated solutions to accounting, tax, and investment needs. It also helps clients in analyzing their cash flows and managing retirement plans, college funds, and wealth transfers. In addition, it assists business owners by giving financial advice on audits and taxes. Owner Arthur Kroon graduated from Michigan State University with a major in Finance.

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 (13)
Facebook
5.0 / 5 (5)
Yelp
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
LaFleur & Godfrey Private Wealth Management logo
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LaFleur & Godfrey Private Wealth Management

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2900 Charlevoix Drive Southeast, Grand Rapids, MI 49546
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

LaFleur & Godfrey Private Wealth Management is a fiduciary financial advisory firm that offers services to clients in the Grand Rapids metro and the surrounding areas. It helps clients in their financial situations by providing holistic wealth advice, generating retiree income solutions, and analyzing equity portfolios. In addition, it divides clients' short, intermediate, and longer-term holdings to have a more clear understanding of the clients' assets for fixed income handling. LaFleur & Godfrey Private Wealth Management has been in operation since 1987.

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
Legacy Planning & Associates, Inc. logo
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Legacy Planning & Associates, Inc.

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630 Kenmoor Avenue Southeast, Grand Rapids, MI 49546
  • Private Wealth Advisor

Business Description

For more than four decades, Legacy Planning & Associates, Inc. has been serving clients in Grand Rapids. It offers financial services in investment and asset management that consider estate gifting and contributions, tax consequences, and financial trends. Aside from that, it covers pension or profit-sharing plans, trusts, charitable organizations, and corporations. This firm utilizes the triple crown approach, which incorporates traditional, opportunistic, and tactical methods to asset management. Its owner, Michael Wood, started working as a financial advisor in 1966 for New England Financial.

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
Facebook
5.0 / 5 (2)
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
Midwest Capital Advisors logo
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Midwest Capital Advisors

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630 Kenmoor Avenue Southeast, Grand Rapids, MI 49546
  • Certified Financial Planner (CFP)

Business Description

Grand Rapids-based Midwest Capital Advisors provides retirement planning and wealth management services to individuals and organizations. Since its establishment in 2003, the firm has been assisting its clients to meet their investment goals while reducing taxes and risks. Included in its services are education planning, estate planning, defined benefit plans, and 457 retirement plans. In addition, the firm also offers school employees with retirement plan options. Midwest Capital Advisors adheres to the highest fiduciary requirements in order to deliver impartial advice to its clients.

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
NPF Investment Advisors logo

NPF Investment Advisors

40 Pearl Street Northwest, Grand Rapids, MI 49503
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

NPF Investment Advisors is a group of financial planners in Grand Rapids that offers tax management and wealth planning solutions to clients in the metro. The company started operations in 1933 and is focused on crafting long-term financial portfolios for individuals and firms. Some of its financial strategies include blue-chip income, core strategy, ETF allocation, and fixed income. NPF Investment Advisors is composed of Chartered Financial Analysts, Certified Private Wealth Advisors, and Certified Financial Planners.

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
Pinnacle Wealth Advisors, LLC logo
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Pinnacle Wealth Advisors, LLC

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99 Monroe Avenue Northwest, Grand Rapids, MI 49503
  • Retirement Planning

Business Description

Pinnacle Wealth Advisors provides financial services to individuals, families, and businesses in Grand Rapids. It handles individual retirement, college funding, trusts, mutual funds, and disability income insurance. Its financial advisors also advise clients on long-term asset accumulation, preservation, and distribution strategies. They also periodically review any changes to their clients' respective financial situations. One of the firm's financial advisors, John Perras, is a member of the National Association of Insurance and Financial Advisors West Michigan and previously served as its president.

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
Google
4.0 / 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
Strategic Financial Group logo
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Strategic Financial Group

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3358 Eagle Run Drive Northeast, Grand Rapids, MI 49525
  • Retirement Planning

Business Description

Serving the Grand Rapids area, Strategic Financial Group is an independent firm helping clients make educated wealth management decisions. It provides financial planning services such as retirement tax planning, Roth IRA conversion report, Social Security maximization analysis, and pension maximization analysis. It also offers assistance to asset-based long-term care solutions, traditional long-term care solutions, and leveraging inheritance assets through life insurance. Chris Tanke is the founder and CEO of Strategic Financial Group. He is licensed in health, annuities, and life insurance.

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
Facebook
5.0 / 5 (2)
Yelp
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Voisard Asset Management Group logo
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Voisard Asset Management Group

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99 Monroe Avenue Northwest, Grand Rapids, MI 49503
  • Certified Financial Planner (CFP)

Business Description

Voisard Asset Management Group is a fiduciary financial advisory firm that services clients in the Grand Rapids area and its surrounding communities. It helps clients review their holistic financial situation, analyze income information, assemble investment statements, handle income tax returns, and manage estate planning documents. It customizes each of its plans to align with its clients' needs and wants. The firm's founder and president, Douglas Voisard, has over 30 years of experience in helping individuals and families with financial matters.

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
Wealthcare Capital Management logo

Wealthcare Capital Management

625 Kenmoor Avenue SE Suite 301, Grand Rapids, MI 49546
  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

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.

Frequently Asked Questions

  • 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.

  • 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.

  • How much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.