Find a Financial Planner in Kalamazoo County, MI


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

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We Only Work With The Best Kalamazoo 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 Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Kalamazoo County, MI

  • Financial Advisor Close to Kalamazoo 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


How Can a CFP® in Kalamazoo County 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 Kalamazoo County 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 financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Kalamazoo County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.1% of Kalamazoo County'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 Kalamazoo County 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 Kalamazoo County 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 Kalamazoo County area.
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 Kalamazoo County 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 in the Kalamazoo County 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 Kalamazoo County 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 Kalamazoo County, MI

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.



Find a Fee-Only Financial Planner Near Kalamazoo County, MI

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

  • Population: 262,745
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $164,200
  • Average Monthly Housing Cost: $884
  • Average Household Income: $79,194
  • 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 Kalamazoo County, MI



(269) 321-4444

2750 Old Centre Ave

Portage, MI 49024

SEC#: 801-40057
Years in Business: 29 years



(269) 321-5070

440 W. Centre Avenue
Suite 5
Portage, MI 49024

SEC#: 801-112557
Years in Business: 3 years



(269) 321-6600

5831 Oakland Drive

Portage, MI 49024

SEC#: 801-64009
Years in Business: 16 years



(269) 373-2700

450 W. Centre Avenue
Suite C
Portage, MI 49024

SEC#: 801-57192
Years in Business: 21 years



(269) 321-8120

7840 Moorsbridge Road

Portage, MI 49024

SEC#: 801-32681
Years in Business: 33 years



(269) 385-5888

5931 Oakland Dr.

Portage, MI 49024

SEC#: 801-72987
Years in Business: 9 years



(269) 324-1988

440 West Centre Avenue
Suite 4
Portage, MI 49024

SEC#: 801-36076
Years in Business: 31 years