Find a Financial Planner in Portage, MI

 

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We Only Work With The Best Portage 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 Portage, MI


  • Financial Advisor Close to Portage, 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 Portage Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Portage area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Portage 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.
19.2% of Portage's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Portage area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Portage area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Portage 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 Portage 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 is a service offered by many financial advisors, planners, and other professionals in the Portage 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 Portage area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 48,774
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $165,900
  • Average Monthly Housing Cost: $968
  • Average Household Income: $86,552
  • 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 Portage, MI


PPS & V ASSET MANAGEMENT CONSULTANTS INC

Website

(269) 321-4444

2750 Old Centre Ave

Portage, MI 49024

SEC#: 801-40057
Years in Business: 29 years

HAVERDINK FINANCIAL MANAGEMENT, LLC

Website

(269) 321-5070

440 W. Centre Avenue
Suite 5
Portage, MI 49024

SEC#: 801-112557
Years in Business: 3 years

CAHILL WEALTH MANAGEMENT, LLC

Website

(269) 321-6600

5831 Oakland Drive

Portage, MI 49024

SEC#: 801-64009
Years in Business: 16 years

BRIGHT FINANCIAL ADVISORS, INC.

Website

(269) 373-2700

450 W. Centre Avenue
Suite C
Portage, MI 49024

SEC#: 801-57192
Years in Business: 21 years

LVM CAPITAL MANAGEMENT LTD

Website

(269) 321-8120

7840 Moorsbridge Road

Portage, MI 49024

SEC#: 801-32681
Years in Business: 32 years

ZHANG FINANCIAL

Website

(269) 385-5888

5931 Oakland Dr.

Portage, MI 49024

SEC#: 801-72987
Years in Business: 9 years

JOHN A. WOLFE & ASSOCIATES, INC.

Website

(269) 324-1988

440 West Centre Avenue
Suite 4
Portage, MI 49024

SEC#: 801-36076
Years in Business: 31 years