Find a Financial Planner in Ann Arbor, MI

 

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We did the hard work of finding trustworthy partners in Ann Arbor, MI.

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We Only Work With The Best Ann Arbor Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Ann Arbor, MI


  • Financial Advisor Close to Ann Arbor, MI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Ann Arbor Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Ann Arbor area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Ann Arbor can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
14.2% of Ann Arbor's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Ann Arbor area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Ann Arbor area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Ann Arbor area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Ann Arbor area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Michigan has unique laws defining which actions trigger a taxable event and has the 24th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Ann Arbor area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Ann Arbor area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Ann Arbor, MI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ann Arbor, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Ann Arbor financial advisors.
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How Retirement-Friendly is Ann Arbor, MI?

  • Population: 120,735
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $329,400
  • Average Monthly Housing Cost: $1,314
  • Average Household Income: $96,906
  • Michigan Total Tax Burden: 8.34% (24th Highest in U.S.)
  • Michigan Property Tax: 3.02% (19th Highest in U.S.)
  • Michigan Individual Income Tax: 2.23% (20th Lowest in U.S.)
  • Michigan Sales and Excise Tax: 3.09% (18th Lowest in U.S.)


The Top Financial Advisor Firms in Ann Arbor, MI


SAGE HILL CAPITAL

Website

(888) 988-5623

333 S. Main St.
Suite 200
Ann Arbor, MI 48104

SEC#: 801-71852
Years in Business: 10 years

PALATINE HILL WEALTH MANAGEMENT

Website

(734) 218-0085

229 Depot Street

Ann Arbor, MI 48104

SEC#: 801-117400
Years in Business: 1 years

POCKETNEST

Website

(248) 202-6201

330 East Liberty
Lower Level
Ann Arbor, MI 48104

SEC#: 801-118788
Years in Business: 1 years

RETIREMENT INCOME SOLUTIONS, INC.

Website

(734) 769-7727

2301 Platt Road
Suite 300
Ann Arbor, MI 48104

SEC#: 801-71319
Years in Business: 11 years

VISION CAPITAL PARTNERS

Website

(734) 356-3250

2211 Old Earhart Rd.
Suite 155
Ann Arbor, MI 48105

SEC#: 801-100364
Years in Business: 6 years

ARBOR TRUST WEALTH ADVISORS, LLC

Website

(734) 389-7794

825 Victors Way
Suite 150
Ann Arbor, MI 48108

SEC#: 801-78929
Years in Business: 7 years

COLUMBIA ASSET MANAGEMENT, L.L.C.

Website

(734) 665-1454

924 N Main Street
Suite 1
Ann Arbor, MI 48104

SEC#: 801-62115
Years in Business: 18 years

EXCHANGE CAPITAL MANAGEMENT INC

Website

(734) 761-6500

303 Detroit Street
Suite 203
Ann Arbor, MI 48104

SEC#: 801-36104
Years in Business: 31 years

POLLOCK INVESTMENT ADVISORS, LLC

Website

(734) 929-2520

412 East Huron

Ann Arbor, MI 48104

SEC#: 801-71361
Years in Business: 11 years

VINTAGE FINANCIAL SERVICES LLC

Website

(734) 668-4040

2373 Oak Valley Drive Suite 110

Ann Arbor, MI 48103

SEC#: 801-23853
Years in Business: 36 years