Find a Financial Advisor in Eaton County, MI

 

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

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We Only Work With The Best Eaton County 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 Eaton County, MI


  • Financial Advisor Close to Eaton County, 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 Eaton County, 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 Eaton County, MI

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

  • Population: 109,456
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $158,900
  • Average Monthly Housing Cost: $941
  • Average Household Income: $80,637
  • 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 Eaton County, MI

 

 


Eaton County, MI Financial Advisor FAQs

Some financial advisors maintain client portfolios free of charge but instead take a percentage of any earnings that result from trades made on behalf of clients for themselves - often called managed accounts. Alternatively, some advisors receive annual retainers or monthly retainer fees irrespective of how often business is transacted.
Financial advisors advise their clients on how to manage their financial assets in order to help them reach their desired future goals.
Discuss about the financial advisor’s qualifications and previous dealings with clients. This will not only help you gauge his/her ability but also help you come up with a just compensation for services rendered.
Absolutely! Financial advisors help you set up your future and achieve financial peace of mind. They provide strategic plans created especially for you and your family’s needs.