Find a Financial Advisor in Leelanau County, MI

 

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

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We Only Work With The Best Leelanau 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 Leelanau County, MI


  • Financial Advisor Close to Leelanau 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 Leelanau 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 Leelanau County, MI

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

  • Population: 21,652
  • % of Population 62 Years and Over: 36.5%
  • Average Home Value: $253,100
  • Average Monthly Housing Cost: $1,011
  • Average Household Income: $90,159
  • 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 Leelanau County, MI

 

SAXONY CAPITAL MANAGEMENT LLC.

Website

(231) 866-4047

5594 South Spyglass Ridge Dr

Suttons Bay, MI 49682

SEC#: 801-68385
Years in Business: 14 years

 


Leelanau County, MI Financial Advisor FAQs

A financial advisor can be an invaluable asset when it comes to helping someone understand the basics. They can help you set up diversified investments, plan for retirement, or even help prepare taxes in some states.
How many years of experience do you have as a financial advisor? What is your staff to client ratio? Do you offer any financial planning services (ie. what should I be saving for; budgeting; risk management)?
There are a lot of factors to consider in order to come up with a certain cost to be charged by a financial advisor. Some of these include their skillset and experience. Generally, they charge either via commissions based on the products they sell or via an hourly rate.
Financial advisors offer a number of services in order to create a sound plan for retirement investing, college savings, insurance needs and much more.