Find a Financial Advisor in Midland, MI

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

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We Only Work With The Best Midland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Midland, MI


  • Financial Advisor Close to Midland, 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 Midland, 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 Midland, MI

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

  • Population: 41,920
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $156,100
  • Average Monthly Housing Cost: $863
  • Average Household Income: $88,734
  • 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 Midland, MI

 

BRIZA CAPITAL ADVISORS, LLC

Website

(989) 374-5555

2715 Ashman St.

Midland, MI 48640

SEC#: 801-112896
Years in Business: 4 years

CG ADVISORY SERVICES

Website

(989) 631-2128

4915 Hedgewood Drive

Midland, MI 48640

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SEERVICES, LLC

Website

(989) 631-2128

4915 Hedgewood Drive

Midland, MI 48640

SEC#: 801-67082
Years in Business: 15 years

BETTER MONEY DECISIONS, LLC

Website

(844) 507-0961

206 W Wackerly St., Suite 180

Midland, MI 48640

SEC#: 801-115227
Years in Business: 3 years

CAPITAL ASSET ADVISORY SERVICES, LLC.

Website

(989) 631-2128

4915 Hedgewood Drive

Midland, MI 48640

SEC#: 801-67082
Years in Business: 15 years

SYM FINANCIAL CORPORATION

Website

(800) 888-7968

414 Townsend St.
Suite 202
Midland, MI 48640

SEC#: 801-23944
Years in Business: 37 years

REGAL INVESTMENT ADVISORS LLC

Website

(989) 486-1862

3012 N Saginaw Rd

Midland, MI 48640

SEC#: 801-71923
Years in Business: 11 years

HANTZ FINANCIAL SERVICES, INC.

Website

(989) 839-4916

2603 W. Wackerly Road

Midland, MI 48640

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

 


Midland, MI Financial Advisor FAQs

Midland is a city in the Tri-Cities area of Central Michigan, in the United States. Midland County's county seat is here. The city is primarily located in Midland County, with a minor fraction of it extending into Bay County. The Dow Chemical Company is the largest employer in Midland, Michigan, with 54,000 employees and $38.5 billion in yearly revenue. Midland is a picturesque Tri-Cities location in Central Michigan, best known as the former home of famed American architect Alden B. Dow, an apprentice of Frank Lloyd Wright whose stunning estate residence is regarded a 20th-century American architectural masterpiece. The financial advisors in Midland, a city in the Tri-Cities region of Central Michigan, serve as a vital resource for those looking to make their lives more financially secure. It is the primary city of the Midland Micropolitan Statistical Area, which is a part of the larger Saginaw-Midland-Bay City Combined Statistical Area. Midland is located in Michigan's Lower Peninsula, about 80 miles north of Lansing and 125 miles northwest of Detroit, in the beautiful Great Lakes Bay Region. Midland, known as "The City of Modern Explorers," has long been recognized as a leader in the science and chemical industries. Dow, a Fortune 55 company, was founded in Midland in 1897 and maintains its global headquarters in the community. Another major employer in the community, MidMichigan Health, is a national leader in medical and health science advances. Other large employers include Midland Public Schools, Chemical Banks, Midland City, and Northwood University. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

Financial advisors charge a fee or percentage for their services, and the cost of those services varies from advisor to advisor.

A financial advisor helps clients to decide how to invest their money and where to put it. For instance, an advisor will do such as figuring out the client's goals and risk tolerance so he could suggest a portfolio that suit the client's objectives. Similarly, an adviser may recommend a specific security or mutual fund because it suits their environment - that is, they know the industry inside out. Advisors earn commissions from these products but are still bound by a fiduciary responsibility to always act in a customer-first manner which means making sound investments for your health/wellness firsts before margins or other factors.

The best way to choose a trustworthy advisor is to do research. Ask friends, co-workers, or family members for recommendations on who they trust with their investments. It's also important that you feel comfortable with your provider. If someone annoys you or makes you feel uncomfortable when talking about investment options then it's better to look elsewhere.

Financial advice can be especially good if you are currently working, but will need the money later in life to live comfortably. A financial advisor can give you strategies on how to save now so that the bulk of your savings is available when it's needed most, often after retirement or a physical injury. Additionally, professional help with investment decisions allows for better diversification and less risk exposure overall. Your advisor should also be able to provide sound options regarding estate planning and long-term care needs as well as monitoring account performance and adjusting investments if necessary.

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.