Find a Financial Planner 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 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 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

 

How Can a CFP® in Plymouth Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Plymouth area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Plymouth, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
20.2% of Plymouth'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 Plymouth area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Plymouth area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Plymouth area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Plymouth area often offer tax planning services to their clients. 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 involves working with an attorney or financial advisor in the Plymouth area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Plymouth area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 32 years

IPEX, INC.

Website

(734) 451-0777

156 West Liberty Street

Plymouth, MI 48170

SEC#: 801-71851
Years in Business: 10 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