Find a Financial Planner in Holland, MI

 

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

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We Only Work With The Best Holland 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 Holland, MI


  • Financial Advisor Close to Holland, 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 Holland 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 Holland 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 offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Holland can include managing client retirement accounts, investments, tax plans, and more.
19.5% of Holland'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 Holland area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Holland area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 Holland area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Holland area who determine what breaks are available to you to minimize your tax payments. 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 in the Holland area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Holland 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 Holland, 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 Holland, MI

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

  • Population: 33,402
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $150,600
  • Average Monthly Housing Cost: $892
  • Average Household Income: $72,722
  • 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 Holland, MI


ADVISORY ALPHA, LLC

Website

(866) 530-1400

148 S. River Avenue
Suite 301
Holland, MI 49423

SEC#: 801-72499
Years in Business: 9 years

LVZ ADVISORS, INC.

Website

(616) 394-4994

240 South River Avenue

Holland, MI 49423

SEC#: 801-66772
Years in Business: 14 years

PLANNERS ALLIANCE

Website

(866) 530-1400

148 S. River Ave.
Ste. 301
Holland, MI 49423

SEC#: 801-112051
Years in Business: 3 years

SIMPLICITY WEALTH

Website

(855) 575-7441

148 S. River Ave.
Ste. 301
Holland, MI 49423

SEC#: 801-114798
Years in Business: 2 years

S.A. MASON, LLC

Website

(616) 355-3500

170 College Avenue
Suite 260
Holland, MI 49423

SEC#: 801-70548
Years in Business: 11 years

CAPTRUST FINANCIAL ADVISORS

Website

(616) 392-5332

85 E 8th Street
Suite 150
Holland, MI 49423

SEC#: 801-80687
Years in Business: 6 years

DB & C ADVISORS, LLC

Website

(616) 355-3455

355 Settlers Road
Suite 310
Holland, MI 49423

SEC#: 801-114290
Years in Business: 2 years