Find a Financial Planner in Auburn Hills, MI

 

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We did the hard work of finding trustworthy partners in Auburn Hills, MI.

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We Only Work With The Best Auburn Hills 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 Auburn Hills, MI


  • Financial Advisor Close to Auburn Hills, 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 Auburn Hills Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Auburn Hills area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Auburn Hills typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
13.9% of Auburn Hills's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Auburn Hills area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Auburn Hills area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Auburn Hills area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Auburn Hills area often offer tax planning services to their clients. 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 Auburn Hills 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 is a good way to make high-interest debts more manageable. Advisors in the Auburn Hills area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Auburn Hills, 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 Auburn Hills, MI

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

  • Population: 23,572
  • % of Population 62 Years and Over: 13.9%
  • Average Home Value: $165,600
  • Average Monthly Housing Cost: $1,076
  • Average Household Income: $77,344
  • 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 Auburn Hills, MI


RETIREMENT RESOURCES, LLC

Website

(877) 732-5751

1625 N Opdyke Rd

Auburn Hills, MI 48326

SEC#: 801-114202
Years in Business: 2 years

BUDD, MELONE & CO. LLC

Website

(248) 499-8704

3121 University Drive
Suite 180
Auburn Hills, MI 48326

SEC#: 801-110640
Years in Business: 4 years

TFG ADVISORS

Website

(248) 724-0090

3121 University Drive
Suite 100
Auburn Hills, MI 48326

SEC#: 801-111790
Years in Business: 3 years