Find a Financial Planner in Livingston County, MI


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

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We Only Work With The Best Livingston 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 Livingston County, MI

  • Financial Advisor Close to Livingston 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 Livingston County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Livingston County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Livingston County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
21.1% of Livingston 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 Livingston County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Livingston 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 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 Livingston County area an ongoing effort.
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 Livingston 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Livingston County area, 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 Livingston County 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 Livingston 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 Livingston County, MI

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

  • Population: 189,754
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $254,400
  • Average Monthly Housing Cost: $1,240
  • Average Household Income: $104,028
  • 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 Livingston County, MI



(810) 225-9876

Millpond Parke Office Building
824 West Grand River Avenue
Brighton, MI 48116

SEC#: 801-80932
Years in Business: 6 years



(810) 588-6178

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110895
Years in Business: 3 years



(810) 355-1325

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110731
Years in Business: 4 years



(844) 944-1044

1024 E. Grand River Ave

Brighton, MI 48116

SEC#: 801-110920
Years in Business: 3 years



(810) 229-6446

135 West North Street
Suite 1
Brighton, MI 48116

SEC#: 801-66881
Years in Business: 15 years



(810) 220-4400

7077 Fieldcrest Dr.
Suite 400
Brighton, MI 48116

SEC#: 801-117480
Years in Business: 1 years



(810) 229-6446

135 West North Street

Brighton, MI 48116

SEC#: 801-79906
Years in Business: 7 years