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Financial Planners in Troy, MI — 5 Firms (2026)

5 financial planners in Troy, Michigan meet our listing bar — a website plus a public review record. They average 4.82★ across 5 rated firms, and 4 are rated 4.5★ or higher. The highest-rated is Creative Planning at 5.0★ across 21 Google reviews.

Showing 5 of 5 · sorted by Google rating
1.
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
2.
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
3.
The Burzynski Group
★★★★★★★★★★4.9(16 Google reviews)✓ Verified on Google
Financial Planning · 880 W Long Lake Rd suite 520, Troy, MI 48098
4.
Modern Wealth Management - Troy
★★★★★★★★★★4.8(26 Google reviews)✓ Verified on Google
Financial Planning · 990 E South Blvd #100, Troy, MI 48085
5.
Sequoia Financial Group
★★★★★★★★★★4.4(11 Google reviews)✓ Verified on Google
Financial Planning · 5480 Corporate Dr #100, Troy, MI 48098
Services: advisory

Top financial planners in Troy

#FirmServiceGoogle ratingReviews
1Creative PlanningFinancial Planning5.0 / 521
2Saoud Financial Advisors & Wealth Management of TroyFinancial Planning5.0 / 519
3The Burzynski GroupFinancial Planning4.9 / 516
4Modern Wealth Management - TroyFinancial Planning4.8 / 526
5Sequoia Financial GroupFinancial Planning4.4 / 511

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.