Find a Financial Advisor in Plymouth, MI

 

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

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We Only Work With The Best Plymouth 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 Plymouth, MI


  • Financial Advisor Close to Plymouth, 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 Plymouth, 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 Plymouth, MI

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

  • Population: 9,124
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $329,000
  • Average Monthly Housing Cost: $1,075
  • Average Household Income: $119,711
  • 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 Plymouth, MI

 

SCHWARTZ INVESTMENT COUNSEL INC

Website

(734) 455-7777

801 W. Ann Arbor Trail
Ste 244
Plymouth, MI 48170

SEC#: 801-32773
Years in Business: 33 years

IPEX, INC.

Website

(734) 451-0777

156 West Liberty Street

Plymouth, MI 48170

SEC#: 801-71851
Years in Business: 11 years

PINNACLE WEALTH MANAGEMENT GROUP, INC.

Website

(734) 667-5581

849 Penniman Suite 201

Plymouth, MI 48170

SEC#: 801-113407
Years in Business: 3 years

RETIREMENT INCOME SECURITY SOLUTIONS

Website

(734) 737-0866

218 South Main Street, Suite F

Plymouth, MI 48170

SEC#: 801-110578
Years in Business: 4 years

PEAK WEALTH MANAGEMENT, LLC

Website

(734) 681-7575

41011 Ann Arbor Road

Plymouth, MI 48170

SEC#: 801-114800
Years in Business: 2 years

GEM ASSET MANAGEMENT, LLC

Website

(734) 737-9108

261 S. Main Street

Plymouth, MI 48170

SEC#: 801-67414
Years in Business: 14 years

AMDG FINANCIAL

Website

(734) 737-0866

218 South Main Street
Suite A
Plymouth, MI 48170

SEC#: 801-110577
Years in Business: 4 years

JLB & ASSOCIATES INC

Website

(734) 454-9191

44670 Ann Arbor Rd, Ste 190

Plymouth, MI 48170

SEC#: 801-19434
Years in Business: 38 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(877) 542-7555

711 West Ann Arbor Trail

Plymouth, MI 48170

SEC#: 801-67275
Years in Business: 14 years

 


Plymouth, MI Financial Advisor FAQs

Financial advisors typically charge a percentage of assets under management and an hourly rate, depending on the type of advice needed.
Yes. The bottom line is that each investor has unique goals and risk tolerances. The biggest mistake an investor can do is assume they're just like somebody else because their circumstance may be very different than somebody else's. As such, it's always advisable to consult an accountant or financial advisor to help determine what kind of investment strategy will work for you personally.
Some good questions to ask any financial advisor are about their past performance, what other services they provide, the fee schedule for each service, what costs are associated with each service, and if they have ever been disciplined by any agencies.
Financial advisors get paid in many different ways, depending on the type and scope of their services. Most financial planners and advisers will charge a percentage of your assets under management (AUM).