Find a Financial Planner in Kent County, MI

 

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

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


  • Financial Advisor Close to Kent 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 Kent 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 Kent 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 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 Kent County can include managing client retirement accounts, investments, tax plans, and more.
16.7% of Kent County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Kent County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Kent County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Kent County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Kent County 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 Kent 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Kent County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 648,121
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $179,800
  • Average Monthly Housing Cost: $962
  • Average Household Income: $85,054
  • 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 Kent County, 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: 3 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: 6 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: 7 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: 13 years