Find a Financial Advisor in DeWitt, MI

 

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

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We Only Work With The Best DeWitt 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 DeWitt, MI


  • Financial Advisor Close to DeWitt, 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 DeWitt, 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 DeWitt, MI

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

  • Population: 4,691
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $207,400
  • Average Monthly Housing Cost: $1,277
  • Average Household Income: $120,912
  • 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 DeWitt, MI

 

CHESME CAPITAL MANAGEMENT

Website

(517) 669-1600

124 N Bridge St

Dewitt, MI 48820

SEC#: 801-110909
Years in Business: 4 years

 


DeWitt, MI Financial Advisor FAQs

Ask yourself whether or not this is something that you want to take up as a long-term hobby? If it sounds like too much work and stress, then consider hiring someone else to do it for you. It's important to figure out what kind of financial situation you're in before investing your money into something that may turn out less than favorable. The more time and energy someone has into investing their money, the better they'll be at taking care of it for themself!
Yes, you need a financial advisor. Insurance advisers help people make decisions on life insurance options and retirement planning; financial advisors typically work with clients to formulate goals, evaluate risk tolerance, and set up an investment portfolio.
When choosing a financial advisor, it is important to ask questions starting with: What do you offer? Do you charge by the hour or by proposal fee? How would you like to communicate with me (in person, via email, phone)?
A financial advisor can cost anywhere from $1,000 to $5,000 depending on the family's needs. Some people have full service large firms while some smaller families can get by with an online advisor that only charges a few hundred dollars for just one person's investments.