Find a Financial Advisor in Birmingham, MI

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List of Firms

Financial Planning Firms in Birmingham, MI

Prosperity Wealth Strategies
Location 320 Martin St Suite 240, Birmingham, MI 48009, USA
Phone (248) 701-7126
Language http://www.prosperityws.com/
Directions
The Woodward Group - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-3213
Language https://advisor.morganstanley.com/the-woodward-group?y_source=1_MTA4MjE1NDUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Sheth Wealth Management - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-7897
Language https://advisors.ubs.com/shethwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=165836&y_source=1_MjAxOTA4MzUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Drake Financial Services, LLC
Location 295 Elm St #2, Birmingham, MI 48009, USA
Phone (248) 731-7083
Language http://www.drakefinancialservices.com/
Directions
Tabb M Wile - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-1786
Language https://advisor.morganstanley.com/tabb.wile?y_source=1_MTA4MjUyNDYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1000 S Old Woodward Ave Suite 104, Birmingham, MI 48009, USA
Phone (248) 594-2881
Language https://www.edwardjones.com/us-en
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
The Meulebrouck Wealth Management Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-1796
Language https://advisors.ubs.com/meulebrouckgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=167208&y_source=1_MjAwOTY2OTQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
David Karbon
Location 1000 Haynes St, Birmingham, MI 48009, USA
Phone (248) 644-1174
Language https://fa.citizensbank.com/mi/birmingham/david-karbon-e047341
Directions
Michigan Financial
Location 806 Smith Ave, Birmingham, MI 48009, USA
Phone (248) 642-2000
Directions
Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-4945
Language https://advisors.ubs.com/rebecca.sorensen/?utm_source=Yext&utm_medium=GMB&utm_campaign=163946&y_source=1_MjAwOTU4NzktNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Ron Carpenter - Raymond James
SEC File# 801-10418
CRD# 705
Location 325 N Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 540-3733
Language https://www.raymondjames.com/roncarpenter/
Directions
Northpoint Financial
Location 920 E Lincoln St, Birmingham, MI 48009, USA
Phone (248) 644-1901
Language https://www.northpf.com/
Directions
Peninsula Private Wealth of Raymond James
Location 325 N Old Woodward Ave Ste 320, Birmingham, MI 48009, USA
Phone (248) 593-2987
Language https://www.raymondjames.com/peninsulaprivatewealth
Directions
The Investment Consulting Group

5 out of 5

Location 500 S Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 273-8200
Language http://www.investmentconsultinggroup.wfadv.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00040158015443401
Directions
Raymond James Financial Services
Location 600 S Adams Rd #220, Birmingham, MI 48009, USA
Phone (248) 855-4321
Language http://www.raymondjames.com/
Directions
Bobby Barrett, AAMS®, AIF® - Raymond James & Associates
Location 325 N Old Woodward Ave Suite 320, Birmingham, MI 48009, USA
Phone (248) 901-3907
Language http://www.linkedin.com/in/bobby-barrett-aams%C2%AE-aif%C2%AE-33bbab158
Directions
Angle Advisors
Location 101 Southfield Rd 2nd floor, Birmingham, MI 48009, USA
Phone (248) 605-9550
Directions
Derrick J. Glencer, CFP
Location 34611 Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 988-4188
Language http://www.raymondjames.com/derrickglencer
Directions
Huntington Investment Co
Location 220 Park St #102, Birmingham, MI 48009, USA
Phone (248) 433-0222
Language https://www.huntington.com/Personal/Investments-Overview
Directions
John R Buller - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-2712
Language https://advisor.morganstanley.com/john.buller?y_source=1_MTA4MjkyNzktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 700 N Old Woodward Ave Suite 102, Birmingham, MI 48009, USA
Phone (248) 723-5506
Language https://www.edwardjones.com/us-en
Directions
Innovative Financial
Location 950 E Maple Rd #111, Birmingham, MI 48009, USA
Phone (248) 723-5900
Language http://www.in-financial.com/
Directions
KMG Fiduciary Partners
SEC File# 801-113981
CRD# 298331
Location 401 S Old Woodward Ave STE 300, Birmingham, MI 48009, USA
Phone (248) 940-4978
Language http://www.kmgfp.com/
Directions
Stratos Wealth Partners
SEC File# 801-71457
CRD# 153184
Location 401 S Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 723-6245
Language http://www.stratoswealthpartners.com/
Directions
Financial Legacy Group
Location 211 Aspen Rd, Birmingham, MI 48009, USA
Phone (248) 988-8091
Directions
The KSG Group - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-0505
Language https://advisor.morganstanley.com/the-ksg-group?y_source=1_MTA4MjI1NTMtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Michael Bellware - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-0251
Language https://advisor.morganstanley.com/michael.bellware?y_source=1_MTA4MjEzMTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Woodward Financial Corporation
Location 1050 Webster St, Birmingham, MI 48009, USA
Phone (248) 644-3358
Language http://www.woodwardbirminghamfinancial.com/
Directions
David G Clark - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-0258
Language https://advisor.morganstanley.com/david.g.clark?y_source=1_MTA4MjkwMjAtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
LoDuca Financial Services
Location 555 S Old Woodward Ave #755, Birmingham, MI 48009, USA
Phone (586) 216-4666
Directions
Gunder Wealth Management, LLC

4 out of 5

Location 932 Davis Ave, Birmingham, MI 48009, USA
Phone (248) 686-3598
Language https://www.gunderwealth.com/
Directions
Lakeview Capital Inc

5 out of 5

Location 151 S Old Woodward Ave #400, Birmingham, MI 48009, USA
Phone (248) 554-4900
Directions
The Belknap Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-3918
Language https://advisors.ubs.com/belknapgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166337&y_source=1_MjAwOTYzNTQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Jared Kohlenberg - Morgan Stanley
Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-1594
Language https://advisor.morganstanley.com/jared.kohlenberg?y_source=1_MTI3ODUzNzctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Birmingham Wealth Partners
Location 34611 Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 988-4188
Language https://www.raymondjames.com/birminghamwealthpartners
Directions
Larry Moss - Raymond James
Location 325 N Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 901-3926
Language http://www.themossfinancialgroup.com/
Directions
Sue Bommarito - Raymond James
SEC File# 801-10418
CRD# 705
Location 325 N Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 540-3733
Language http://www.bommaritowealthmanagement.com/
Directions
Richard Tropea - Raymond James
SEC File# 801-10418
CRD# 705
Location 325 N Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 540-3733
Language https://www.raymondjames.com/RichardTropea
Directions
Philip Ohman - Raymond James
SEC File# 801-10418
CRD# 705
Location 325 N Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 540-3733
Language http://www.philohman.com/
Directions
John Peters - Raymond James
SEC File# 801-10418
CRD# 705
Location 325 N Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 540-3733
Language https://www.raymondjames.com/JohnPeters
Directions
Schechter Wealth
SEC File# 801-111831
CRD# 289491
Location 251 Pierce St, Birmingham, MI 48009, USA
Phone (248) 731-9500
Language http://schechterwealth.com/
Directions
Motive Wealth Advisors
SEC File# 801-120495
CRD# 312303
Location 525 W Merrill St, Birmingham, MI 48009, USA
Phone (248) 987-5731
Language https://motivewa.com/
Directions
Cory Kroneman Morgan Stanley Wealth Management
Location 220 Park St, Birmingham, MI 48009, USA
Phone (248) 258-1697
Language http://www.morganstanleyfa.com/cory.kroneman/biography.htm
Directions
Morgan Stanley Financial Advisors

3 out of 5

Location 34901 Woodward Ave Ste 300, Birmingham, MI 48009, USA
Phone (248) 258-1750
Language https://advisor.morganstanley.com/southeast-michigan-northwest-ohio-complex?y_source=1_MjM2MTgzNy03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
Directions
The Wealth Strategy Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-4945
Language https://advisors.ubs.com/wealthstrategygroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166841&y_source=1_MjA0MTUwMTUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Canopy Wealth Management
SEC File# 801-113774
CRD# 297717
Location 380 N Old Woodward Ave Suite 290, Birmingham, MI 48009, USA
Phone (248) 663-7505
Language http://canopy-wealth.com/
Directions
Trinity Wealth Advisors
SEC File# 801-55428
CRD# 109452
Location 1345 Ruffner Ave, Birmingham, MI 48009, USA
Phone (248) 686-0933
Directions
Liberty Capital Management
SEC File# 801-42852
CRD# 106063
Location 401 S Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 258-9290
Directions
Wells Fargo Advisors

5 out of 5

Location 255 E Brown St Suite 400, Birmingham, MI 48009, USA
Phone (248) 645-6450
Language https://home.wellsfargoadvisors.com/001_PMK2?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA01148930
Directions
Street Financial Services
Location 255 E Brown St Unit 150, Birmingham, MI 48009, USA
Phone (248) 647-4488
Directions
Creative Wealth Strategies
Location 1115 N Old Woodward Ave #54, Birmingham, MI 48009, USA
Phone (248) 642-3400
Directions
Strength Capital Partners
SEC File# 801-64170
CRD# 134320
Location 350 N Old Woodward Ave # 100, Birmingham, MI 48009, USA
Phone (248) 593-5800
Language https://www.strengthcapital.com/
Directions
Birmingham Investment Group - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (888) 523-7172
Language https://advisors.ubs.com/birminghaminvestmentgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166231&y_source=1_MjQ0MjQ3NTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Vigi Wasserbaech Private Wealth - UBS Financial Services Inc.
Location 325 N Old Woodward Ave Suite 200, Birmingham, MI 48009, USA
Phone (248) 645-5988
Language https://advisors.ubs.com/vigiprivatewealth/?utm_source=Yext&utm_medium=GMB&utm_campaign=172403&y_source=1_MjA0ODkyNDAtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Spartan Wealth Management
SEC File# 801-42709
CRD# 10641

5 out of 5

Location 154 S Old Woodward Ave #205, Birmingham, MI 48009, USA
Phone (248) 297-6600
Language http://www.spartanwealth.com/
Directions
Avant Financial
Location 261 E Maple Rd, Birmingham, MI 48009, USA
Phone (248) 594-3011
Directions
Valentine Koch - Raymond James
Location 325 N Old Woodward Ave Ste 320, Birmingham, MI 48009, USA
Phone (248) 540-7738
Language https://www.raymondjames.com/valentinekoch
Directions
Mark Suszan - Raymond James
Location 199 W Brown St, Birmingham, MI 48009, USA
Phone (248) 538-0622
Language http://www.marksuszan.com/
Directions
Stifel
Location 139 S Old Woodward Ave, Birmingham, MI 48009, USA
Phone (248) 731-0940
Language https://www.stifel.com/branch/mi/bimingham-mi
Directions
Image of Birmingham, MI
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About Birmingham, MI

Birmingham is a city in the U.S. state of Michigan and the county seat of Oakland County. The city's population was 20,849 at the 2010 census. It is a suburb of Detroit. Birmingham was founded by Joel Garthwaite in 1818. He built a log cabin along the banks of the Clinton River. The area became known as Garthwaite's Landing and grew rapidly after the Detroit and Pontiac Railroad was built through town in 1854. Birmingham is home to several landmarks, including the Birmingham Temple, the Masonic Temple, and Shrine of the Bab. The city's top employers include Beaumont Hospital, St. John Providence Health System, and Volkswagen Group of America. Major highways and streets in Birmingham include I-75, Woodward Avenue, and Big Beaver Road. The city's neighborhoods include Bloomfield Hills, Franklin, Hazel Park, Huntington Woods, and Royal Oak Township.

Related Services

Banks and Credit Unions

Banks are not just places to store your money. They provide a wide range of services that can be helpful to Birmingham, MI residents.One important service banks offer is access to loans. If you need money for a car or a home, a bank can help you get the loan you need. Banks also offer lines of credit, which can be helpful if you need to cover an unexpected expense.Another important service banks offer is help with budgeting and financial planning. They can help you create a budget that works for you and teach you how to save money. This can be especially helpful if you are trying to get out of debt or build up your savings.

Insurance Broker

Insurance brokers can help Birmingham, MI residents save money on their car insurance. They can also help residents find the best deals on home and health insurance. Insurance brokers are licensed to sell insurance in Michigan, and they are familiar with the different rates and coverage options available in the state.

Retirement Planning

Most people know they need to plan for retirement, but they don't know where to start. That's where financial advisors come in. They can help Birmingham, MI residents create a plan that will ensure a comfortable retirement.Financial advisors can provide invaluable advice when it comes to retirement planning. They can help you figure out how much money you will need to live comfortably in retirement, and they can suggest ways to save for retirement. They can also help you invest your money wisely so that it will grow over time.If you are looking for help with retirement planning, a financial advisor is a good place to start. He or she can provide you with the information and guidance you need to make sound decisions about your future.

Wealth Management

As the cost of living continues to rise, more and more Birmingham, MI residents are looking for ways to manage their wealth. Fortunately, there are a number of wealth management firms in the area that can help people save money and grow their assets.One of the biggest benefits of working with a wealth management firm is that they can help you reduce your taxes. Many firms offer tax planning and consulting services, which can help you save money on your annual tax bill. They can also help you invest your money in a way that minimizes your risk while maximizing your return.If you're looking for a way to secure your financial future, consider working with a wealth management firm in Birmingham, MI. These firms can help you make the most of your money and protect your assets from unforeseen events.

Estate Planning Lawyer

Estate planning lawyers in Birmingham, MI can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and healthcare directives, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Birmingham, MI can help residents by providing them with the best rates and mortgage products available. They can also help residents to understand the mortgage process, and to find the right mortgage for their needs. In addition, mortgage loan officers can provide advice on home buying, refinancing, and other aspects of homeownership.

Tax Services

Residents of Birmingham, MI can benefit from the help of tax accountants in order to maximize their tax deductions and get the most money back from the government. Tax accountants are experts in helping people save money on their taxes, and they can help residents file their returns correctly so that they receive all of the deductions to which they are entitled. In addition, tax accountants can help residents plan for future years by advising them on what strategies will be best for them in light of changing tax laws.