Financial Planners in Michigan
44 financial planners across Michigan that have a website and a public review record, ordered by Google rating. Listings are compiled from public sources.
Financial planners and accountants
Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.
The highest-rated financial planner in Michigan is Blue Chip Partners (5.0★, 272 reviews). 33 of 44 rated financial planners hold a 4.5★ or higher Google rating.
Financial Planners by City
- Grand Rapids (7)
- Ann Arbor (7)
- Farmington Hills (5)
- Troy (5)
- Novi (5)
Top 44 of 44 Financial Planners
1.
Blue Chip Partners
★★★★★★★★★★5.0(272 Google reviews)✓ Verified on Google
Financial Planning · 38505 Country Club Dr, Farmington Hills, MI 48331
Services: advisory
2.
Dallo Estate Planning, PLLC
★★★★★★★★★★5.0(139 Google reviews)✓ Verified on Google
Financial Planning · 31731 Northwestern Hwy Ste 261W, Farmington Hills, MI 48334
3.
Daus Financial Group
★★★★★★★★★★5.0(63 Google reviews)✓ Verified on Google
Financial Planning · 487 S Drake Rd suite a, Kalamazoo, MI 49009
4.
Waldo Wealth Partners
★★★★★★★★★★5.0(40 Google reviews)✓ Verified on Google
Financial Planning · 21500 Haggerty Rd Ste 150, Northville, MI 48167
5.
Voisard Asset Management Group
★★★★★★★★★★5.0(32 Google reviews)✓ Verified on Google
Financial Planning · 99 Monroe Ave NW #504, Grand Rapids, MI 49503
6.
Fiduciary Financial Advisors
★★★★★★★★★★5.0(31 Google reviews)✓ Verified on Google
Financial Planning · 124 Fulton St E Suite 200, Grand Rapids, MI 49503
Services: advisory
7.
Bloom Advisors, Inc.
★★★★★★★★★★5.0(27 Google reviews)✓ Verified on Google
Financial Planning · 31275 Northwestern Hwy, Farmington Hills, MI 48334
Services: advisory
8.
Sure Life Financial
★★★★★★★★★★5.0(25 Google reviews)✓ Verified on Google
Financial Planning · 39500 Orchard Hill Pl Suite 115, Novi, MI 48375
9.
Creative Planning
★★★★★★★★★★5.0(21 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 2075 W Big Beaver Rd Suite 330, Troy, MI 48084
Services: advisory
10.
Saoud Financial Advisors & Wealth Management of Troy
★★★★★★★★★★5.0(19 Google reviews)✓ Verified on Google
Financial Planning · 100 W Big Beaver Rd, Troy, MI 48084
Services: audit & assurance, advisory
11.
Imber Wealth Advisors, Inc.
★★★★★★★★★★5.0(18 Google reviews)✓ Verified on Google
Financial Planning · 955 W Eisenhower Cir a, Ann Arbor, MI 48103
12.
ELE Wealth Management
★★★★★★★★★★5.0(16 Google reviews)
Financial Planning · 18700 W 10 Mile Rd Suite 100, Southfield, MI 48075
13.
Foguth Financial Group
★★★★★★★★★★5.0(13 Google reviews)✓ Verified on Google
Financial Planning · 2275 W Stadium Blvd Suite 4, Ann Arbor, MI 48103
14.
Polaris Private Wealth
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 3250 Auburn Rd Suite 102, Auburn Hills, MI 48326
15.
Vantage Point Financial - Farmington Hills, MI
★★★★★★★★★★5.0(9 Google reviews)✓ Verified on Google
Financial Planning · 31731 Northwestern Hwy Suite 105, Farmington Hills, MI 48334
16.
Pathworks Financial, Inc.
★★★★★★★★★★5.0(7 Google reviews)✓ Verified on Google
Financial Planning · 43155 Main St Ste. 212, Novi, MI 48375
17.
The Financial Center, LLC
★★★★★★★★★★5.0(6 Google reviews)✓ Verified on Google
Financial Planning · 41895 W 11 Mile Rd #102, Novi, MI 48375
18.
Washington Avenue Advisors
★★★★★★★★★★5.0(5 Google reviews)✓ Verified on Google
Financial Planning · 1146 S Washington Ave, Lansing, MI 48910
19.
Arbor Financial
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 116 E Washington St #210, Ann Arbor, MI 48104
20.
Focus Partners Wealth
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 31700 Middlebelt Rd # 130, Farmington Hills, MI 48334
Services: advisory
21.
Rehmann
★★★★★★★★★★5.0(1 Google review)✓ Verified on GoogleIRS PTIN
Financial Planning · 1249 Griswold St Suite 201, Detroit, MI 48226
Services: advisory
22.
Malinowski Law, PLC
★★★★★★★★★★4.9(80 Google reviews)✓ Verified on Google
Financial Planning · 740 Alger St SE, Grand Rapids, MI 49507
23.
Mattson Financial Services
★★★★★★★★★★4.9(62 Google reviews)✓ Verified on Google
Financial Planning · 3226 28th St SE, Kentwood, MI 49512
24.
Advance Capital Management, Inc.
★★★★★★★★★★4.9(36 Google reviews)✓ Verified on Google
Financial Planning · One Towne Square Suite 444, Southfield, MI 48076
25.
Richard W. Paul & Associates, LLC
★★★★★★★★★★4.9(31 Google reviews)✓ Verified on Google
Financial Planning · 39555 Orchard Hill Pl #100, Novi, MI 48375
26.
Boardwalk Wealth Management - Financial Advising
★★★★★★★★★★4.9(27 Google reviews)✓ Verified on Google
Financial Planning · 341 E Huron St Suite 3, Ann Arbor, MI 48104
Services: advisory
27.
The Burzynski Group
★★★★★★★★★★4.9(16 Google reviews)✓ Verified on Google
Financial Planning · 880 W Long Lake Rd suite 520, Troy, MI 48098
28.
Jacobs Financial Services LLC
★★★★★★★★★★4.8(164 Google reviews)✓ Verified on Google
Financial Planning · 3061 Macatawa Dr # D, Grandville, MI 49418
Services: advisory
29.
Modern Wealth Management - Troy
★★★★★★★★★★4.8(26 Google reviews)✓ Verified on Google
Financial Planning · 990 E South Blvd #100, Troy, MI 48085
30.
Fineberg Wealth Management
★★★★★★★★★★4.8(24 Google reviews)✓ Verified on Google
Financial Planning · 1528 Golden Ave, Ann Arbor, MI 48104
31.
Kroon & Mitchell
★★★★★★★★★★4.7(14 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 29 Pearl St NW # 400, Grand Rapids, MI 49503
32.
Plan 4 Financial Design
★★★★★★★★★★4.6(11 Google reviews)✓ Verified on Google
Financial Planning · 4000 S Sprinkle Rd, Kalamazoo, MI 49001
33.
America Group Wealth Management - Grand Rapids Financial Advisor
★★★★★★★★★★4.5(21 Google reviews)✓ Verified on Google
Financial Planning · 2025 E Beltline Ave SE # 205, Grand Rapids, MI 49546
Services: advisory
34.
Sequoia Financial Group
★★★★★★★★★★4.4(11 Google reviews)✓ Verified on Google
Financial Planning · 5480 Corporate Dr #100, Troy, MI 48098
Services: advisory
35.
Baker Holtz
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 161 Ottawa Ave NW #200, Grand Rapids, MI 49503
Services: advisory
36.
Smart Money Financial Advisors, LLC
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on Google
Financial Planning · 12900 Hall Rd #250, Sterling Heights, MI 48313
Services: advisory
37.
The Wiser Financial Group
★★★★★★★★★★4.1(10 Google reviews)✓ Verified on Google
Financial Planning · 6100 Stadium Dr, Kalamazoo, MI 49009
38.
Cornerstone Financial Services, LLC
★★★★★★★★★★4.1(8 Google reviews)
Financial Planning · 24359 Northwestern Hwy Suite 225, Southfield, MI 48075
Services: advisory
39.
Greenleaf Trust
★★★★★★★★★★4.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 25 Ottawa Ave SW #110, Grand Rapids, MI 49503
40.
Hantz Financial Services - Ann Arbor, Michigan
★★★★★★★★★★3.9(7 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 2400 Green Rd, Ann Arbor, MI 48105
Services: advisory
41.
Divorce Solutions
★★★★★★★★★★3.8(10 Google reviews)✓ Verified on Google
Financial Planning · 26400 Lahser Rd Suite #345, Southfield, MI 48033
42.
Valley Oak
★★★★★★★★★★3.8(4 Google reviews)IRS PTIN
Financial Planning · 6011 Stadium Dr, Kalamazoo, MI 49009
43.
George Papadopoulos CPA/PFS, CFP
★★★★★★★★★★3.0(2 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 39555 Orchard Hill Pl, Novi, MI 48375
44.
TIAA Financial Services
★★★★★★★★★★2.7(6 Google reviews)✓ Verified on Google
Financial Planning · 777 E Eisenhower Pkwy Suite 100, Ann Arbor, MI 48108
Services: advisory
Top financial planners in Michigan
| # | Firm | Service | Google rating | Reviews |
|---|---|---|---|---|
| 1 | Blue Chip Partners | Financial Planning | 5.0 / 5 | 272 |
| 2 | Dallo Estate Planning, PLLC | Financial Planning | 5.0 / 5 | 139 |
| 3 | Daus Financial Group | Financial Planning | 5.0 / 5 | 63 |
| 4 | Waldo Wealth Partners | Financial Planning | 5.0 / 5 | 40 |
| 5 | Voisard Asset Management Group | Financial Planning | 5.0 / 5 | 32 |
Cities With Fewer Than 5 Financial Planners
These cities are covered on the full city page.
- Southfield (4)
- Kalamazoo (4)
- Detroit (1)
- Lansing (1)
- Sterling Heights (1)
- Grandville (1)
- Northville (1)
- Kentwood (1)
- Auburn Hills (1)
Other Financial Planners in Michigan
15 financial planners in cities without a financial planner page of their own.
- Daus Financial Group Kalamazoo
- Waldo Wealth Partners Northville
- ELE Wealth Management Southfield
- Polaris Private Wealth Auburn Hills
- Washington Avenue Advisors Lansing
- Rehmann Detroit
- Mattson Financial Services Kentwood
- Advance Capital Management, Inc. Southfield
- Jacobs Financial Services LLC Grandville
- Plan 4 Financial Design Kalamazoo
- Smart Money Financial Advisors, LLC Sterling Heights
- The Wiser Financial Group Kalamazoo
- Cornerstone Financial Services, LLC Southfield
- Divorce Solutions Southfield
- Valley Oak Kalamazoo
Frequently asked questions
- How many financial planners are in Michigan?
- We list 44 financial planners across Michigan that have a website and a public review record, ranked by Google rating.
- Financial planners and accountants?
- Financial planners focus on investments, retirement, and long-term wealth strategy, while accountants focus on tax and compliance. The roles overlap for business owners and high earners. Look for fiduciary advisors (legally required to act in your interest) and understand how they're paid — fee-only, commission, or a mix.
- How much do financial planners charge?
- Fees vary by complexity. As a national reference: individual tax return $150–$450, monthly bookkeeping $200–$700, business return $500–$2,500+. Request a written estimate from each firm.
Other services in Michigan: CPAs & Accountants|Bookkeepers|Tax Preparers