Find a Financial Advisor in Bloomfield Hills, MI

 

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

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We Only Work With The Best Bloomfield Hills Financial Advisors


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

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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 Bloomfield Hills, MI


  • Financial Advisor Close to Bloomfield 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

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

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

  • Population: 4,004
  • % of Population 62 Years and Over: 35.5%
  • Average Home Value: $883,500
  • Average Monthly Housing Cost: $2,575
  • Average Household Income: $298,982
  • 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 Bloomfield Hills, MI

 

NANTUCKET MULTI MANAGERS, LLC

Website

(248) 723-9286

40950 Woodward- Ste 307

Bloomfield Hills, MI 48304

SEC#: 801-62592
Years in Business: 17 years

HERON BAY CAPITAL MANAGEMENT

Website

(248) 970-0900

40701 Woodward Ave
Suite 104
Bloomfield Hills, MI 48304

SEC#: 801-117590
Years in Business: 1 years

GAINPLAN LLC

Website

(248) 385-3737

800 W. Long Lake Road
Suite 100
Bloomfield Hills, MI 48302

SEC#: 801-81166
Years in Business: 6 years

CRANBROOK WEALTH MANAGEMENT, LLC

Website

(248) 362-0900

36330 Woodward Avenue
Suite 200
Bloomfield Hills, MI 48304

SEC#: 801-66180
Years in Business: 15 years

LSIA

Website

(248) 430-0262

39533 Woodward Avenue
Suite 302
Bloomfield Hills, MI 48304

SEC#: 801-69340
Years in Business: 13 years

LIFECYCLE FINANCIAL PLANNERS INC.

Website

(248) 737-7090

40950 Woodward Avenue
Suite 140
Bloomfield Hills, MI 48304

SEC#: 801-112138
Years in Business: 3 years

DIVERSIFIED PORTFOLIOS, INC.

Website

(248) 644-3030

39520 Woodward Avenue
Suite 200
Bloomfield Hills, MI 48304

SEC#: 801-56371
Years in Business: 22 years

INTEGRATED CAPITAL MANAGEMENT

Website

(248) 593-8900

21 E. Long Lake Road
Suite 102
Bloomfield Hills, MI 48304

SEC#: 801-112907
Years in Business: 3 years

NORTHERN FINANCIAL ADVISORS, INC

Website

(248) 985-1632

74 E. Long Lake Rd.
Suite 200
Bloomfield Hills, MI 48304

SEC#: 801-119217
Years in Business: 1 years

 


Bloomfield Hills, MI Financial Advisor FAQs

Everyone needs an advisor. The reason is that there are so many choices to make in finances including, investment products, taxes, retirement accounts, insurance products and more.
The key to finding the right financial advisor is to take into account what you want to get out of your investment. If you are looking for someone with a large network of contacts who can help guide your investments, then it's best to find someone who has access to many different types of investments. However, if you are cautious about overspending and how much money you give up in fees, then it might be better for someone who has more focused experience or expertise with certain types of assets - like bonds or stocks.
Financial advisors provide investment advice and recommendations to individuals, small businesses, foundations and endowments on a wide range of issues related to retirement planning, investments in stocks or bonds, endowment management and distribution, long term care costs for the elderly, college savings for children. Some help with estate planning.
There are a variety of questions you should ask your financial advisor, but a few key points include what securities or products he or she sells, how many shares you'll need to purchase initially and the fee structure if any. Ask him or her about safety and liquidity as well.