Find a Financial Advisor in Washtenaw County, MI

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

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We Only Work With The Best Washtenaw County 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 Washtenaw County, MI


  • Financial Advisor Close to Washtenaw County, 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 Washtenaw County, 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 Washtenaw County, MI

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

  • Population: 367,000
  • % of Population 62 Years and Over: 16.6%
  • Average Home Value: $270,500
  • Average Monthly Housing Cost: $1,226
  • Average Household Income: $101,787
  • 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 Washtenaw County, MI

 

SAGE HILL CAPITAL

Website

(888) 988-5623

333 S. Main St.
Suite 200
Ann Arbor, MI 48104

SEC#: 801-71852
Years in Business: 11 years

PALATINE HILL WEALTH MANAGEMENT

Website

(734) 218-0085

229 Depot Street

Ann Arbor, MI 48104

SEC#: 801-117400
Years in Business: 2 years

POCKETNEST

Website

(248) 202-6201

330 East Liberty
Lower Level
Ann Arbor, MI 48104

SEC#: 801-118788
Years in Business: 1 years

RETIREMENT INCOME SOLUTIONS, INC.

Website

(734) 769-7727

2301 Platt Road
Suite 300
Ann Arbor, MI 48104

SEC#: 801-71319
Years in Business: 12 years

VISION CAPITAL PARTNERS

Website

(734) 356-3250

2211 Old Earhart Rd.
Suite 155
Ann Arbor, MI 48105

SEC#: 801-100364
Years in Business: 6 years

ARBOR TRUST WEALTH ADVISORS, LLC

Website

(734) 389-7794

825 Victors Way
Suite 150
Ann Arbor, MI 48108

SEC#: 801-78929
Years in Business: 8 years

COLUMBIA ASSET MANAGEMENT, L.L.C.

Website

(734) 665-1454

924 N Main Street
Suite 1
Ann Arbor, MI 48104

SEC#: 801-62115
Years in Business: 18 years

EXCHANGE CAPITAL MANAGEMENT INC

Website

(734) 761-6500

303 Detroit Street
Suite 203
Ann Arbor, MI 48104

SEC#: 801-36104
Years in Business: 32 years

POLLOCK INVESTMENT ADVISORS, LLC

Website

(734) 929-2520

412 East Huron

Ann Arbor, MI 48104

SEC#: 801-71361
Years in Business: 12 years

 


Washtenaw County, MI Financial Advisor FAQs

Washtenaw County is located in the southeastern part of the state of Mississippi. It has an area of 644 square miles and is bounded on the east by Wayne County, on the south by Clarke County, on the west by Lawrence County, and on the north by Monroe County. The county seat is Pittsboro. The University of Michigan is the largest employer in Washtenaw County, with over 30,000 employees. The school's annual revenue is over $8 billion. Washtenaw County, Michigan is best known for its University of Michigan campus, located in the city of Ann Arbor. The county is also home to a number of other colleges and universities, as well as major businesses and cultural attractions. A team of financial advisors is ready to help you in Washtenaw County, Michigan, which is situated in the southeast portion of its state. It is a component of the Ann Arbor Metropolitan Statistical Area, with its seat being the City of Ann Arbor. Livingston County borders this county to the north, Wayne County to the east, and Jackson County to the west. There is sure to be one for you with all the financial advisors close to Washtenaw County, Michigan that we have scouted below.

You most likely do need a financial advisor if you're looking for direction in what to invest in, how to plan for retirement, or any other financial question.

A good question would be whether or not you're retained long-term, or if there's a contract with an end date. What are the proposed fees, and what services do they cover such as portfolio management vs. independent fiduciary.

Financial advisors get paid by a financial services company in one of two ways. First, they may be compensated in a commission-like fashion for each client they bring to the company. Second, the advisor may be employed by the company and receive a salary with benefits from them instead.

Financial advisors are responsible for recommending financial strategies to people that may or may not include investment advice, portfolio counsel, tax planning and retirement planning.

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.