Find a Financial Advisor in Birmingham, MI

 

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

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We Only Work With The Best Birmingham 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 Birmingham, MI


  • Financial Advisor Close to Birmingham, 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 Birmingham, 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 Birmingham, MI

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

  • Population: 21,201
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $568,000
  • Average Monthly Housing Cost: $1,871
  • Average Household Income: $201,821
  • 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 Birmingham, MI

 

LIBERTY CAPITAL MANAGEMENT INC

Website

(248) 258-9290

401 S Old Woodward Avenue
Ste 430
Birmingham, MI 48009

SEC#: 801-42852
Years in Business: 28 years

SEIZERT CAPITAL PARTNERS

Website

(248) 593-1500

34100 Woodward Avenue
Suite 210
Birmingham, MI 48009

SEC#: 801-57995
Years in Business: 21 years

SCHECHTER PRIVATE CAPITAL, LLC

Website

(248) 731-9500

251 Pierce Street

Birmingham, MI 48009

SEC#: 801-111831
Years in Business: 4 years

STRENGTH CAPITAL PARTNERS, LLC

Website

(248) 593-6872

350 N. Old Woodward
Suite 100
Birmingham, MI 48009

SEC#: 801-64170
Years in Business: 16 years

Q3 ASSET MANAGEMENT CORPORATION

Website

(248) 566-1122

2175 Cole Street

Birmingham, MI 48009

SEC#: 801-77461
Years in Business: 8 years

SCHECHTER INVESTMENT ADVISORS, LLC

Website

(248) 731-9500

251 Pierce Street

Birmingham, MI 48009

SEC#: 801-78607
Years in Business: 8 years

R H BLUESTEIN & CO

Website

(248) 646-4000

260 East Brown Street
Suite 100
Birmingham, MI 48009

SEC#: 801-37951
Years in Business: 30 years

BERNARD WEALTH MANAGEMENT CORP.

Website

(248) 556-2900

600 South Adams Road
Suite 100
Birmingham, MI 48009

SEC#: 801-119146
Years in Business: 1 years

STURBRIDGE CAPITAL LLC

Website

(248) 220-8400

280 N Old Woodward Avenue
Suite 206
Birmingham, MI 48009

SEC#: 801-73380
Years in Business: 9 years

 


Birmingham, MI Financial Advisor FAQs

Financial advisors are an essential part of the financial industry. They take input from their clients and then help them make sense of how they can invest that money to meet their goals.
There are two ways your financial advisor gets paid. Their salary, and an annual percentage of the assets they manage for you (in other words, a performance fee).
Yes, if you want to make your money work for you rather than the other way around. A financial advisor's job is to help a person meet their long-term financial goals by breaking them down into a step-by-step action plan.
Ask to see their credentials, like their regulation number to see if they're registered with the federal government. They should be happy to show you this information.