Find a Financial Advisor in Oakland County, MI

 

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

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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 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 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

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.
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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

 


Oakland County, MI Financial Advisor FAQs

At its core, a Financial Advisor's job is to invest money for their client in something that will hopefully result in increased value and return. The advisor looks at the client's financial needs and then assesses the different types of investments that might meet those needs; stocks, bonds, mutual funds or gold among others.
You need an advisor if you have a large amount of money to manage. A financial advisor can take on all sorts of tasks - from simplifying your investments with tools like index funds to managing the cost-effectiveness of insurance purchases for your family.
Choosing a financial advisor is like choosing an intimate partner for life. You want someone who will always have your best interests at heart, be honest with you about what's best financially for your needs and desires, listen to you while you try to figure out the steps the two of you should take next in order to stay on track financially, and reflect back to you any concerns, questions or emotions that come up as we work together towards your goals.
Financial advisors get paid through fees charged-based on purchasing and selling activities, hourly work, or salary. Investment professionals are compensated in many different ways including base salary, commissions, bonuses or prizes for record performance; by what they charge for proprietary products based on assets under management; and what is termed “producer revenue sharing” - an incentive fee.