Find a Financial Planner in Troy, MI

 

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

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We Only Work With The Best Troy 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 Troy, MI


  • Financial Advisor Close to Troy, 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 Troy Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Troy area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Troy typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
20.9% of Troy'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 Troy area can create a custom plan and walk with you each step of the way.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Troy area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Troy 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 Troy 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 Troy 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 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 Troy area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 83,989
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $311,600
  • Average Monthly Housing Cost: $1,322
  • Average Household Income: $124,824
  • 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 Troy, MI


SECURE ASSET MANAGEMENT, L.L.C.

Website

(248) 414-1562

2565 West Maple Rd

Troy, MI 48084

SEC#: 801-113954
Years in Business: 2 years

GREYSTONE FINANCIAL GROUP, LLC

Website

(248) 267-1270

305 W. Big Beaver Rd
Suite 205
Troy, MI 48084

SEC#: 801-117913
Years in Business: 1 years

FIRSTMETRIC

Website

(248) 817-8919

200 E. Big Beaver Rd

Troy, MI 48083

SEC#: 801-117185
Years in Business: 1 years

ARBOR WEALTH ADVISORS LLC

Website

(855) 927-2679

101 West Big Beaver Road
Suite 1400
Troy, MI 48084

SEC#: 801-78796
Years in Business: 7 years

STRAIGHTLINE

Website

(248) 269-8366

165 Kirts Blvd.
Ste 100
Troy, MI 48084

SEC#: 801-63408
Years in Business: 16 years

MILLER CAPITAL

Website

(248) 901-1650

1441 W. Long Lake
Suite 100
Troy, MI 48098

SEC#: 801-64489
Years in Business: 16 years

ISTO ADVISORS, LLC

Website

(248) 458-1100

2150 Butterfield Drive
Suite 220
Troy, MI 48084

SEC#: 801-108409
Years in Business: 4 years

BARON WEALTH MANAGEMENT, LLC

Website

(248) 251-0161

3150 Livernois Road
Suite 250
Troy, MI 48083

SEC#: 801-71168
Years in Business: 11 years

JAY A. FISHMAN, LTD

Website

(248) 740-9400

901 Wilshire Drive
Suite 555
Troy, MI 48084

SEC#: 801-6618
Years in Business: 51 years

PORTFOLIO SOLUTIONS LLC

Website

(248) 689-1550

900 Wilshire Drive
Suite 200
Troy, MI 48084

SEC#: 801-56681
Years in Business: 22 years