Find a Financial Planner in Brighton, MI

 

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

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We Only Work With The Best Brighton 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 Brighton, MI


  • Financial Advisor Close to Brighton, 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 Brighton Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Brighton area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Brighton is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
29.0% of Brighton's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Brighton area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Brighton area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Brighton area an ongoing effort.
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 Brighton 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Brighton area, 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Brighton area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 7,649
  • % of Population 62 Years and Over: 29%
  • Average Home Value: $227,800
  • Average Monthly Housing Cost: $1,152
  • Average Household Income: $81,708
  • 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 Brighton, MI


PATRICK FINANCIAL GROUP LLC.

Website

(810) 225-9876

Millpond Parke Office Building
824 West Grand River Avenue
Brighton, MI 48116

SEC#: 801-80932
Years in Business: 6 years

A SMARTER WAY TO INVEST, INC.

Website

(810) 588-6178

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110895
Years in Business: 3 years

CAITLIN JOHN, LLC

Website

(810) 355-1325

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110731
Years in Business: 3 years

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Website

(844) 944-1044

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110920
Years in Business: 3 years

EXECUTIVE WEALTH MANAGEMENT, LLC

Website

(810) 229-6446

135 West North Street
Suite 1
Brighton, MI 48116

SEC#: 801-66881
Years in Business: 14 years

OLD OAK FINANCIAL PLANNING, INC.

Website

(810) 220-4400

7077 Fieldcrest Dr.
Suite 400
Brighton, MI 48116

SEC#: 801-117480
Years in Business: 1 years

FORTUNATUS INVESTMENTS, LLC

Website

(810) 229-6446

135 West North Street

Brighton, MI 48116

SEC#: 801-79906
Years in Business: 6 years