Find a Financial Advisor in Southfield, MI

 

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

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We Only Work With The Best Southfield 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 Southfield, MI


  • Financial Advisor Close to Southfield, 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 Southfield, 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 Southfield, MI

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

  • Population: 73,174
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $158,800
  • Average Monthly Housing Cost: $1,162
  • Average Household Income: $71,748
  • 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 Southfield, MI

 

LUMIN FINANCIAL, LLC

Website

(248) 936-9480

2000 Town Center
Suite 1825
Southfield, MI 48075

SEC#: 801-72205
Years in Business: 10 years

SKYOAK WEALTH

Website

(248) 348-6500

28411 Northwestern Hwy
Suite 760
Southfield, MI 48034

SEC#: 801-114715
Years in Business: 2 years

TELEMUS CAPITAL, LLC

Website

(248) 827-1800

Two Towne Square
Suite 800
Southfield, MI 48076

SEC#: 801-78535
Years in Business: 8 years

CIG ASSET MANAGEMENT, INC.

Website

(248) 827-1010

1000 Town Center
Suite 2500
Southfield, MI 48075

SEC#: 801-66667
Years in Business: 15 years

SGH WEALTH MANAGEMENT

Website

(248) 731-0029

26211 Central Park Blvd.
Suite 601
Southfield, MI 48076

SEC#: 801-113388
Years in Business: 3 years

ELE ADVISORY SERVICES, INC

Website

(248) 356-6555

18700 W. 10 Mile Road
Suite 100
Southfield, MI 48075

SEC#: 801-117442
Years in Business: 1 years

CORECAP ADVISORS

Website

(888) 296-3360

27777 Franklin Road
Suite 700
Southfield, MI 48034

SEC#: 801-72687
Years in Business: 10 years

CENTER FOR FINANCIAL PLANNING INC

Website

(248) 948-7900

24800 Denso Drive
Suite 300
Southfield, MI 48033

SEC#: 801-65076
Years in Business: 15 years

ADVANCE CAPITAL MANAGEMENT INC

Website

(248) 350-8543

One Towne Square
Suite 444
Southfield, MI 48076

SEC#: 801-28092
Years in Business: 35 years

 


Southfield, MI Financial Advisor FAQs

Financial advisors provide advice and help their clients save money, making them more financially secure. They can give relevant advice when it comes to insurance, investments, taxes etc. Financial advisors often complete extensive schooling in the field and may work in a variety of industries such as banks and financial institutions.
It all depends on your financial situation, but it is recommended to have a financial advisor for most people. Financial advisors are an investment of time and money, so it's important to do your research based on the following questions before hiring one.
When searching for a registered financial advisor (RFA), look at their qualifications and meet with them either in person or over the phone before deciding on someone to work with you. Check that they've completed ethics and continuing-education courses and that they're registered with FINRA (Financial Industry Regulatory Authority).
Financial advisors can get paid in several ways. A commission is when the advisor might charge a flat fee per transaction or they may receive a percentage of the amount waived by clients. Another way financial advisors make money is by putting their client's investments into mutual funds and charging an annual management fee (or load). Fees such as these are charged for advice on how to invest earnings from dividends, interest, capital gains and retirement plan distributions. They can also be responsible for insurance needs.