Find a Financial Advisor 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 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 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

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: 3 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: 2 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: 17 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: 5 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

 


Troy, MI Financial Advisor FAQs

You may need a financial advisor if you don't like terms like balance sheets, shares, and equity.
A financial advisor manages your money in order to protect it against risk and help you meet your short-term and long-term goals. Financial advisors may also provide investment advice or sell investment products.
Generally speaking there are two ways to find a financial advisor. The first is through word of mouth from friends and family members who have been doing well investing on their own. For the second method, research online by comparing different financial advisors for your needs.
Financial advisors are paid in a variety of ways. They can be fees only financial planners, fee based income earners, or commission based sales representatives.