Find a Financial Advisor in Marquette, MI

 

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

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We Only Work With The Best Marquette 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 Marquette, MI


  • Financial Advisor Close to Marquette, 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 Marquette, 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 Marquette, MI

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

  • Population: 20,822
  • % of Population 62 Years and Over: 17.7%
  • Average Home Value: $179,100
  • Average Monthly Housing Cost: $825
  • Average Household Income: $62,745
  • 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 Marquette, MI

 

ERTS WEALTH ADVISORS, LLC

Website

(906) 228-5564

989 West Washington Street
Suite 101
Marquette, MI 49855

SEC#: 801-112254
Years in Business: 4 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(906) 662-6206

Marquette Meijer
3630 Us 41 West
Marquette, MI 49855

SEC#: 801-58015
Years in Business: 21 years

THE HUNTINGTON INVESTMENT COMPANY

Website

(906) 662-6206

Marquette Meijer
3630 Us 41 West
Marquette, MI 49855

SEC#: 801-58015
Years in Business: 21 years

KERBERROSE WEALTH MANAGEMENT, LLC

Website

(906) 315-0991

205 S. Front St.
Sute 2A
Marquette, MI 49855

SEC#: 801-119492
Years in Business: 1 years

HANTZ FINANCIAL SERVICES, INC.

Website

(906) 226-7730

228 West Washington Street

Marquette, MI 49855

SEC#: 801-106859
Years in Business: 6 years

 


Marquette, MI Financial Advisor FAQs

Look for a certified financial advisor and contact their state's association or regulatory commission. Note which types of investments they have expertise in - including stocks, bonds, mutual funds, exchange traded funds, retirement plans. Consider how you plan to use the services of the advisor – whether it will be just periodic investment checkups or managing your entire stock portfolio.
A financial advisor ensures that their client's investments are conducive to the future financial goals of their clients. A unique goal because having a lot of money doesn't mean that your efforts are being put towards helping or earning more money. Wealthy people often have difficulty with this concept, because they are often well compensated for working hard at their jobs which do not necessarily help them grow richer in the long term.
A financial advisor will help you with your budgeting, savings, investments, and retirement. These are all very important life skills that shouldn't be taken for granted. Having someone who is knowledgeable in the field may actually turn out to save you money by giving you sound advice.
What particular areas of financial planning does the advisor provide advice and recommendations about? An advisor who is not an expert in a given field should not be the only source you consult on that specific topic.