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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Michigan involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Michigan?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Michigan to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Michigan financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Michigan


Christopher Mollan

LPL Financial

31731 Northwestern Hwy.
Suite 151W

Farmington Hills, MI 48334
(248) 9878054


Phillip MItchell CFA®, CPA

Kroon & Mitchell Asset Management

29 Pearl St
Ste 400

Grand Rapids, MI 49503
(616) 3562002


Todd Perry, CFP, CIMA, CPWA

Executive Wealth Management

135 W North Street Ste 1

Brighton, MI 48116
(810) 2296446


Mark Drake Sr.

Primerica Advisors

536 Romence Rd.
Suite 105

Portage, MI 49024
(269) 3290010


Kyle Cooper, CFP® ChFC®

Financial Strategies Group, Inc.

2270 Jolly Oak Road
Suite 2

Okemos, MI 48864
(517) 3474337


Kimberly Jamieson CFS® CRPC®

Michigan Financial Companies-Rochester Wealth Management

28411 Northwestern Hwy
Suite 1300

Rochester, MI 48309
(248) 6634707


Ryan Lind

Edelman Financial Engines, LLC

1200 East Paris Avenue SE Suite 7

Grand Rapids, MI 49546
(616) 9495959


Andrzej Mendela

Edelman Financial Engines, LLC

201 West Big Beaver Road
Suite 950

Troy, MI 48084
(248) 4681864


John Salomon CPA, CFP

J2 Capital Management, Inc.

1301 W. Long Lake Rd.
Suite 260

Troy, MI 48098
(248) 6414444


Brian Sites

Edelman Financial Engines, LLC

39775 Traditions Drive
Suite D-800

Northville, MI 48168
(248) 3483535


Brian Sites

Edelman Financial Engines, LLC

39425 Garfield Rd
Suite 25

Clinton Township, MI 48038
(586) 9787998


Ashley Kremhelmer

Edelman Financial Engines, LLC

39555 Orchard Hill Place
Suite 365

Novi Township, MI 48375
(248) 4681862

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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