Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 11 years

PALATINE HILL WEALTH MANAGEMENT

Website

(734) 218-0085

229 Depot Street

Ann Arbor, MI 48104

SEC#: 801-117400
Years in Business: 2 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

 


Ann Arbor, MI Financial Advisor FAQs

Make sure to do extensive research on the advisor before hiring them for a consultation and if possible speak directly with advisers former clients or colleagues (be prepared for this person not wanting to risk their business relationship). If you don’t feel like the person is understanding of your needs, don’t hire them. Ultimately there is no one size fits all plan but finding someone who will listen without pushing his/her agenda will make it much less difficult to meet any goal set.
Yes, you do. Financial advisors are financial professionals who have extensive skills in both finance and investments. Typically, they are experts in retirement planning for individuals with complex needs. These experts can be known as financial planners, investment advisors or insurance brokers depending on what products or services that they offer. The goal of the advisor is to help manage your money by providing you with options to match your needs and risk tolerance level while helping you meet your goals for the future. The best way to find a good advisor is by word of mouth from trusted friends or family members.
A key question to ask your financial advisor is how much they are charging you in terms of fees. Ask them what the impact would be on your portfolio if, for instance, interest rates go up or stocks experience a correction. They should also show you their disclosures and verify that the investments they propose are approved by their company.
Costs can vary, but a lot depends on the type of advisor you want.