Find a Financial Advisor in Livonia, MI

 

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

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We Only Work With The Best Livonia 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 Livonia, MI


  • Financial Advisor Close to Livonia, 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 Livonia, 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 Livonia, MI

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

  • Population: 94,249
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $192,700
  • Average Monthly Housing Cost: $1,099
  • Average Household Income: $94,833
  • 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 Livonia, MI

 

MEADOWBROOK INVESTMENT ADVISORS LLC

Website

(734) 953-8688

17199 N Laurel Park Dr
Ste 311
Livonia, MI 48152

SEC#: 801-57918
Years in Business: 21 years

STRATEGIC INVESTMENT ADVISORS, INC.

Website

(248) 567-6688

38695 W. Seven Mile Road
Suite 125
Livonia, MI 48152

SEC#: 801-110692
Years in Business: 4 years

WHITE PINE INVESTMENT CO

Website

(734) 464-2532

17199 Laurel Park Dr North, #209

Livonia, MI 48152

SEC#: 801-55054
Years in Business: 24 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(248) 824-6710

19500 Victor Parkway
Suite 550
Livonia, MI 48152

SEC#: 801-74519
Years in Business: 9 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

39209 Six Mile Road
Suite 210
Livonia, MI 48152

SEC#: 801-69271
Years in Business: 13 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(734) 838-6285

19575 Victor Parkway
Suite 190
Livonia, MI 48152

SEC#: 801-107913
Years in Business: 5 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(734) 838-6290

19575 Victor Pkwy
Ste 190
Livonia, MI 48152

SEC#: 801-80067
Years in Business: 7 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(734) 838-6290

19575 Victor Pkwy
Ste 190
Livonia, MI 48152

SEC#: 801-80067
Years in Business: 7 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

39209 Six Mile Road
Suite 210
Livonia, MI 48152

SEC#: 801-69271
Years in Business: 13 years

 


Livonia, MI Financial Advisor FAQs

You should be sure to ask your financial advisor what services they provide and if you meet the criteria for any of them, such as investment management. Be sure to figure out how much it will cost upfront and what percentage of funds may go towards fees.
Many financial advisors are on a commission-only basis which means they only get paid when they do things like sell you new life insurance or mutual funds or annuities.
You should always choose an advisor that is registered with the National Association of Securities Dealers (NASD) or the Financial Industry Regulatory Authority (FINRA). Registration will ensure that they are out in the open and it can also be used to identify financial advisor fraud.
Yes. Financial advisors can aid in employment related decisions, tax law changes or changes in family size - anything from the fundamental building blocks of a good plan up to trading strategies at retirement time.