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Financial Planners in Grand Rapids, MI — 7 Firms (2026)

7 financial planners in Grand Rapids, Michigan meet our listing bar — a website plus a public review record. They average 4.63★ across 7 rated firms, and 5 are rated 4.5★ or higher. The highest-rated is Voisard Asset Management Group at 5.0★ across 32 Google reviews.

Showing 7 of 7 · sorted by Google rating
1.
Voisard Asset Management Group
★★★★★★★★★★5.0(32 Google reviews)✓ Verified on Google
Financial Planning · 99 Monroe Ave NW #504, Grand Rapids, MI 49503
2.
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
3.
Malinowski Law, PLC
★★★★★★★★★★4.9(80 Google reviews)✓ Verified on Google
Financial Planning · 740 Alger St SE, Grand Rapids, MI 49507
4.
Kroon & Mitchell
★★★★★★★★★★4.7(14 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 29 Pearl St NW # 400, Grand Rapids, MI 49503
5.
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
6.
Baker Holtz
★★★★★★★★★★4.3(6 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 161 Ottawa Ave NW #200, Grand Rapids, MI 49503
Services: advisory
7.
Greenleaf Trust
★★★★★★★★★★4.0(4 Google reviews)✓ Verified on GoogleIRS PTIN
Financial Planning · 25 Ottawa Ave SW #110, Grand Rapids, MI 49503

Top financial planners in Grand Rapids

#FirmServiceGoogle ratingReviews
1Voisard Asset Management GroupFinancial Planning5.0 / 532
2Fiduciary Financial AdvisorsFinancial Planning5.0 / 531
3Malinowski Law, PLCFinancial Planning4.9 / 580
4Kroon & MitchellFinancial Planning4.7 / 514
5America Group Wealth Management - Grand Rapids Financial AdvisorFinancial Planning4.5 / 521

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.