Find a Financial Planner in Oakland County, MI

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Oakland 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Oakland County, MI


  • Financial Advisor Close to Oakland 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 Oakland County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Oakland County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Oakland County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
20.2% of Oakland County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Oakland County area can create a custom plan and walk with you each step of the way.
In the Oakland County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Oakland County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Oakland 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 is a service offered by many financial advisors, planners, and other professionals in the Oakland County area. Typically, it 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Oakland County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Oakland 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 Oakland County, MI

We evaluated over 13,000 RIA firms to bring you the best of the best Oakland County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Oakland County, MI?

  • Population: 1253,185
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $253,400
  • Average Monthly Housing Cost: $1,203
  • Average Household Income: $108,755
  • 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 Oakland County, MI


NANTUCKET MULTI MANAGERS, LLC

Website

(248) 723-9286

40950 Woodward- Ste 307

Bloomfield Hills, MI 48304

SEC#: 801-62592
Years in Business: 17 years

HERON BAY CAPITAL MANAGEMENT

Website

(248) 970-0900

40701 Woodward Ave
Suite 104
Bloomfield Hills, MI 48304

SEC#: 801-117590
Years in Business: 1 years

GAINPLAN LLC

Website

(248) 385-3737

800 W. Long Lake Road
Suite 100
Bloomfield Hills, MI 48302

SEC#: 801-81166
Years in Business: 6 years

CRANBROOK WEALTH MANAGEMENT, LLC

Website

(248) 362-0900

36330 Woodward Avenue
Suite 200
Bloomfield Hills, MI 48304

SEC#: 801-66180
Years in Business: 15 years

LSIA

Website

(248) 430-0262

39533 Woodward Avenue
Suite 302
Bloomfield Hills, MI 48304

SEC#: 801-69340
Years in Business: 13 years

LIFECYCLE FINANCIAL PLANNERS INC.

Website

(248) 737-7090

40950 Woodward Avenue
Suite 140
Bloomfield Hills, MI 48304

SEC#: 801-112138
Years in Business: 3 years

DIVERSIFIED PORTFOLIOS, INC.

Website

(248) 644-3030

39520 Woodward Avenue
Suite 200
Bloomfield Hills, MI 48304

SEC#: 801-56371
Years in Business: 22 years

INTEGRATED CAPITAL MANAGEMENT

Website

(248) 593-8900

21 E. Long Lake Road
Suite 102
Bloomfield Hills, MI 48304

SEC#: 801-112907
Years in Business: 3 years

NORTHERN FINANCIAL ADVISORS, INC

Website

(248) 985-1632

74 E. Long Lake Rd.
Suite 200
Bloomfield Hills, MI 48304

SEC#: 801-119217
Years in Business: 1 years

PLANNING ALTERNATIVES LTD

Website

(248) 645-1520

36800 Woodward Ave.
Suite 200
Bloomfield Hills, MI 48304

SEC#: 801-18310
Years in Business: 38 years