Find a Financial Advisor 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 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 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

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: 30 years

HAVERDINK FINANCIAL MANAGEMENT, LLC

Website

(269) 321-5070

440 W. Centre Avenue
Suite 5
Portage, MI 49024

SEC#: 801-112557
Years in Business: 4 years

CAHILL WEALTH MANAGEMENT, LLC

Website

(269) 321-6600

5831 Oakland Drive

Portage, MI 49024

SEC#: 801-64009
Years in Business: 17 years

BRIGHT FINANCIAL ADVISORS, INC.

Website

(269) 373-2700

450 W. Centre Avenue
Suite C
Portage, MI 49024

SEC#: 801-57192
Years in Business: 22 years

LVM CAPITAL MANAGEMENT LTD

Website

(269) 321-8120

7840 Moorsbridge Road

Portage, MI 49024

SEC#: 801-32681
Years in Business: 33 years

ZHANG FINANCIAL

Website

(269) 385-5888

5931 Oakland Dr.

Portage, MI 49024

SEC#: 801-72987
Years in Business: 10 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: 32 years

CX INSTITUTIONAL, LLC

Website

(269) 532-1901

721 West Centre Avenue

Portage, MI 49024

SEC#: 801-112742
Years in Business: 4 years

ADVISORY SERVICES NETWORK, LLC

Website

(269) 888-2301

8105 Valleywood Lane
Suite A
Portage, MI 49024

SEC#: 801-71112
Years in Business: 12 years

 


Portage, MI Financial Advisor FAQs

Portage is a city in Kalamazoo County, Michigan, United States. Austin Lake is located in the city's southeast corner and was named after Moses Austin. With 20,535 people and $4.5 billion in yearly revenue, MANN+Hummel is the largest employer in Portage, MI. The fertile soil of the area proved ideal for growing celery, and in the 1880s, Portage was dubbed "Celery City of the Nation." Portage, MI has a wide array of financial advisory services to assist you in your financial management needs. It is a city that belongs to Kalamazoo County. On the southeastern part of the city is Austin Lake and adjacent to it is West Lake with Portage Road running between the two lakes. Visit the links below to locate financial advisors you can connect with close to the area.

Please inquire if your advisor is using a major third-party custodian to hold your investment/retirement/savings accounts. If he/she works with a third-party custodian, he/she will have limited authority to manage your investments.

Every financial advisor has different prices. This usually depends on his/her level of experience, services rendered, and size of portfolio being managed.

Yes. A financial advisor can help you preserve your wealth, keep your investments invested correctly to achieve the best return on investment possible, manage all of your assets so that you have them sitting in the right tax-advantaged accounts, provide counsel about estate planning and protecting against fraud.

You can choose one of many financial advisors, but it's important to know what you are getting. Do they come with any certifications? Have they passed certain examinations? Are they registered investment counselors, if so how long have they been engaged in the business of advising clients on investments and securities transactions?

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.