Find a Financial Planner 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 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 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

 

How Can a CFP® in Birmingham Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Birmingham area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Birmingham typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
20.7% of Birmingham'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 Birmingham area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Birmingham area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Birmingham area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Birmingham area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor in the Birmingham area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 Birmingham 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 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: 20 years

SCHECHTER PRIVATE CAPITAL, LLC

Website

(248) 731-9500

251 Pierce Street

Birmingham, MI 48009

SEC#: 801-111831
Years in Business: 3 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: 7 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

RIZVI TRAVERSE MANAGEMENT, LLC

Website

(248) 594-4751

260 East Brown Street
Suite 380
Birmingham, MI 48009

SEC#: 801-74242
Years in Business: 9 years