Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 20 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: 15 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: 8 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: 7 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: 4 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: 8 years

CENTENNIAL SECURITIES COMPANY INC

Website

(616) 942-7680

3075 Charlevoix Dr Se

Grand Rapids, MI 49546

SEC#: 801-106623
Years in Business: 6 years

 


Kent County, MI Financial Advisor FAQs

Kent County is within the state of Michigan in the United States. Grand Rapids is the county seat. Kent County is the commercial and industrial hub of West Michigan, and so it's part of the Grand Rapids–Kentwood Metropolitan Statistical Area. The top employer in Kent County, Michigan is Amway, with 5,000 employees and annual revenue of $9.5 billion. Kent County, Michigan is best known for its beautiful scenery, its friendly people, and its rich history. The county is home to many different types of businesses, including agriculture, manufacturing, and retail. It is also home to several colleges and universities. Financial advisory services are within reach in Kent County, located within the state of Michigan, United States. It is best known for its beautiful scenery, its friendly people, and its rich history. The county is home to many different types of businesses, including agriculture, manufacturing, and retail. It is also home to several colleges and universities. Moreover, the top employer in Kent County, Michigan is Amway, with 5,000 employees and annual revenue of $9.5 billion. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

Start by figuring out what type of investment approach is best suited for your financial needs, from stocks, bonds, gold or other assets. Then identify different financial planners who focus on those specifics and interview them to learn which style would be a good fit.

Financial advisors help clients with their long-term investment goals, including retirement planning or college funding. Some financial advisors specialize in advising on areas such as corporate bonds or mutual funds. These are all parts of the complex process of understanding what it takes to provide for yourself at a point in the future when you might no longer have an income.

To ensure that you are not judged for your age, income, or net worth, it's best to build a relationship with someone who will understand your needs. They should be able to help you figure out an appropriate strategy for building wealth.

It depends on your specific situation and goals. If you want to save for retirement, support a large family with many expenses, or take care of your disabled children, then yes - it's probably worth it to see an advisor.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.