Find a Financial Planner in Wayne County, MI

 

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

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We Only Work With The Best Wayne 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 Wayne County, MI


  • Financial Advisor Close to Wayne 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 Wayne County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Wayne County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Wayne County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
18.8% of Wayne 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 Wayne County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Wayne County area, qualified financial professionals--like financial advisors--offer estate planning services.
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 Wayne County area.
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 Wayne County 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Wayne County area, 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Wayne County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 1757,299
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $143,500
  • Average Monthly Housing Cost: $864
  • Average Household Income: $67,907
  • 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 Wayne County, MI


SCHWARTZ INVESTMENT COUNSEL INC

Website

(734) 455-7777

801 W. Ann Arbor Trail
Ste 244
Plymouth, MI 48170

SEC#: 801-32773
Years in Business: 32 years

IPEX, INC.

Website

(734) 451-0777

156 West Liberty Street

Plymouth, MI 48170

SEC#: 801-71851
Years in Business: 10 years

PINNACLE WEALTH MANAGEMENT GROUP, INC.

Website

(734) 667-5581

849 Penniman Suite 201

Plymouth, MI 48170

SEC#: 801-113407
Years in Business: 3 years

RETIREMENT INCOME SECURITY SOLUTIONS

Website

(734) 737-0866

218 South Main Street, Suite F

Plymouth, MI 48170

SEC#: 801-110578
Years in Business: 4 years

PEAK WEALTH MANAGEMENT, LLC

Website

(734) 681-7575

41011 Ann Arbor Road

Plymouth, MI 48170

SEC#: 801-114800
Years in Business: 2 years

GEM ASSET MANAGEMENT, LLC

Website

(734) 737-9108

261 S. Main Street

Plymouth, MI 48170

SEC#: 801-67414
Years in Business: 14 years

AMDG FINANCIAL

Website

(734) 737-0866

218 South Main Street
Suite A
Plymouth, MI 48170

SEC#: 801-110577
Years in Business: 4 years

JLB & ASSOCIATES INC

Website

(734) 454-9191

44670 Ann Arbor Rd, Ste 190

Plymouth, MI 48170

SEC#: 801-19434
Years in Business: 38 years