Find a Financial Planner in Grand Rapids, MI

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Grand Rapids 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 Grand Rapids, MI


  • Financial Advisor Close to Grand Rapids, 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 Grand Rapids Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Grand Rapids area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Grand Rapids can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
15.2% of Grand Rapids'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 Grand Rapids area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Grand Rapids area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Grand Rapids area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Grand Rapids area is generally long-term and performed with the help of a qualified planner. 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 Grand Rapids 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 is a good way to make high-interest debts more manageable. Advisors in the Grand Rapids 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 Grand Rapids, 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 Grand Rapids, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Grand Rapids financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Grand Rapids, MI?

  • Population: 198,401
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $147,400
  • Average Monthly Housing Cost: $917
  • Average Household Income: $65,615
  • 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 Grand Rapids, MI


BURNHAM & DELLS ADVISORS

Website

(616) 940-9124

750 Front Street
Suite 305
Grand Rapids, MI 49504

SEC#: 801-60510
Years in Business: 19 years

ANDREWS & COMPANY

Website

(616) 458-3870

40 Pearl Street N.W.
Suite 333-A Trust Building
Grand Rapids, MI 49503

SEC#: 801-67547
Years in Business: 14 years

STONEBRIDGE FINANCIAL GROUP

Website

(855) 530-0500

125 Ottawa Ave, Suite 357

Grand Rapids, MI 49503

SEC#: 801-110584
Years in Business: 4 years

RED CEDAR INVESTMENT MANAGEMENT

Website

(616) 378-6894

333 Bridge Street Nw
Suite 601
Grand Rapids, MI 49504

SEC#: 801-79728
Years in Business: 7 years

BLUE WATER ASSET MANAGEMENT

Website

(616) 447-1600

4120 E. Beltline Ave.
Suite 100
Grand Rapids, MI 49525

SEC#: 801-81153
Years in Business: 6 years

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT

Website

(616) 942-1580

2900 Charlevoix Dr. Se, Suite 302

Grand Rapids, MI 49546

SEC#: 801-78536
Years in Business: 8 years

STRATEGIES WEALTH ADVISORS, LLC

Website

(616) 719-5007

3333 Grand Ridge Drive Ne

Grand Rapids, MI 49525

SEC#: 801-112177
Years in Business: 3 years

MIDWEST CAPITAL ADVISORS, LLC

Website

(616) 454-9600

630 Kenmoor Ave. Se
Suite 206
Grand Rapids, MI 49546

SEC#: 801-79681
Years in Business: 7 years

CENTENNIAL SECURITIES COMPANY INC

Website

(616) 942-7680

3075 Charlevoix Dr Se

Grand Rapids, MI 49546

SEC#: 801-106623
Years in Business: 5 years

CALDER INVESTMENT ADVISORS

Website

(616) 235-2442

320 Hall Street Sw
Suite 201
Grand Rapids, MI 49507

SEC#: 801-67907
Years in Business: 14 years