Find a Financial Planner 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 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 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

 

How Can a CFP® in Washtenaw County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Washtenaw County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Washtenaw County can include managing client retirement accounts, investments, tax plans, and more.
16.6% of Washtenaw County'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 Washtenaw County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Washtenaw County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Washtenaw County area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Washtenaw County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Washtenaw County 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 Washtenaw County area when dealing with high-interest credit card debt and private student loans.

 

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: 10 years

PALATINE HILL WEALTH MANAGEMENT

Website

(734) 218-0085

229 Depot Street

Ann Arbor, MI 48104

SEC#: 801-117400
Years in Business: 1 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: 11 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: 7 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: 31 years

POLLOCK INVESTMENT ADVISORS, LLC

Website

(734) 929-2520

412 East Huron

Ann Arbor, MI 48104

SEC#: 801-71361
Years in Business: 11 years

VINTAGE FINANCIAL SERVICES LLC

Website

(734) 668-4040

2373 Oak Valley Drive Suite 110

Ann Arbor, MI 48103

SEC#: 801-23853
Years in Business: 36 years