Find a Financial Planner in Kalamazoo, MI

 

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

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We Only Work With The Best Kalamazoo 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 Kalamazoo, MI


  • Financial Advisor Close to Kalamazoo, 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 Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Kalamazoo area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Kalamazoo can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
13.2% of Kalamazoo'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 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 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 is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Kalamazoo area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Kalamazoo area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Kalamazoo area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Kalamazoo, 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 Kalamazoo, MI

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

  • Population: 76,019
  • % of Population 62 Years and Over: 13.2%
  • Average Home Value: $110,000
  • Average Monthly Housing Cost: $801
  • Average Household Income: $58,536
  • 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, MI


CWS FINANCIAL ADVISORS LLC

Website

(269) 349-4600

405 West Michigan Avenue
Suite 110
Kalamazoo, MI 49007

SEC#: 801-113289
Years in Business: 2 years

WOLFF FINANCIAL MANAGEMENT LLC

Website

(269) 372-3100

5938 Venture Park Drive

Kalamazoo, MI 49009

SEC#: 801-107444
Years in Business: 5 years

BREAKWATER CAPITAL

Website

(269) 903-2360

251 N Rose Street Suite 200

Kalamazoo, MI 49007

SEC#: 801-118620
Years in Business: 1 years

TRUNORTH CAPITAL MANAGEMENT, LLC

Website

(877) 469-0446

1321 S. Westnedge Aveune

Kalamazoo, MI 49008

SEC#: 801-119211
Years in Business: 0 years

LONG ROAD INVESTMENT COUNSEL, LLC

Website

(269) 488-8001

107 W. Michigan Ave
Suite 804
Kalamazoo, MI 49007

SEC#: 801-79721
Years in Business: 7 years

N.V.N.G. INVESTMENTS, INC.

Website

(269) 329-2422

555 Crosstown Parkway
Suite 405
Kalamazoo, MI 49008

SEC#: 801-113011
Years in Business: 3 years

ARCADIA INVESTMENT MANAGEMENT CORP

Website

(269) 349-0800

125 South Kalamazoo Mall, Ste 306

Kalamazoo, MI 49007

SEC#: 801-29203
Years in Business: 34 years