Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,397 advisors near
48381

Out of 400,000+ nationwide

user avatar
firm logo

Clifford R

CFP®, Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Clifford Robison is a CFP® with 28 years of industry experience, currently serving at FAI Advisors, Inc. since 2015. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Service Services. He is a board member of Big Rapids Land Development Corp. outside of his advisory work. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million across about 516 clients, employing fundamental and technical analysis, asset allocation, and long-term portfolio strategies, and uses sub-advisers including SEI Investments Management Corporation.

Annuities Business succession planning
user avatar
firm logo

Logan S

Series 65

Novi, MI

The Nemes Rush Group, LLC

Logan Schmitt is a financial advisor with The Nemes Rush Group, LLC, holding a Series 65 credential. He has under one year of industry experience, having previously worked at Old National Bank and engaged in roles outside finance, including at Latitude 42 Brewing and Western Michigan University. The Nemes Rush Group serves individuals, corporations, charities, and retirement plans by providing portfolio management, financial planning, and business consulting. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, and offers fiduciary support for retirement plans.

Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting Founder/Business Owner Executive
user avatar
firm logo

Charleen M

Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Steven G

CFP®, Series 63

Novi, MI

Fortis Capital Advisors, LLC

Steven Gordon is a CFP® with the Series 63 designation affiliated with Fortis Capital Advisors, LLC. He has 17 years of experience with Capstone Concepts Inc. but no prior industry experience listed. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies including discretionary management, passive, active, tactical, and ESG-oriented options.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Nickolas S

CFP®, Series 63, Series 65

Novi, MI

ON Investment Management CO

Nickolas Sanchez is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with O.N. Investment Management Company and its affiliated firms since 2011. Outside of his advisory role, he works as an independent agent in life insurance sales. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and both discretionary and non-discretionary account management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

David R

Series 63, Series 65

Brighton, MI

Founders Financial Securities LLC

David Rea is a financial advisor with Founders Financial Securities LLC in Brighton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Founders Financial Securities since 2009 and previously spent 37 years at REA & Shoemaker PC. Outside of advising, he serves as a tax return reviewer for GRAD & SHOEMAKER P.C. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of advisory programs that include model portfolios and third-party sub-advisory relationships.

Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Joseph H

CFP®, Series 63, Series 65

Livonia, MI

Johnson Investment Counsel, Inc.

Joseph Henderson is a CFP® professional with 19 years of experience in the financial industry. He has worked at Johnson Investment Counsel, Inc. since 2019 and previously spent 10 years at Vintage Financial Services, LLC. Located in Livonia, MI, he holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm provides discretionary portfolio management, financial planning, pension consulting, and offers model portfolio services through third-party platforms, employing a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Kellan L

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Kellan Landefeld is a Series 65-licensed advisor with Foguth Wealth Management, LLC. He joined the firm in 2025 and has previously been affiliated with Foguth Financial Group. His academic background includes time spent at Case Western Reserve University and Michigan State University. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm emphasizes tailored investment plans and model portfolios focusing on exchange-traded products and applies a blend of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Jennifer J

CFP®, Series 66

Brighton, MI

Accelerate Retirement

Jennifer Jones is a CFP® professional with 21 years of experience in the financial advisory industry. She has worked at multiple firms, including Flynn & Company, OneDigital Investment Advisors LLC, and Sigma Planning Corporation. Jennifer currently serves at Accelerate Retirement and SJE Retirement LLC. Accelerate Retirement provides retirement plan consulting, investment management, financial planning, participant advice, and fiduciary services for individual, institutional, and employer plan clients. The firm offers customized investment programs with a long-term focus and manages significant retirement plan advisory relationships.

Retirement income strategy Income planning Options & derivatives strategies Founder/Business Owner Retired
user avatar
firm logo

Caleb H

Series 65, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Caleb Hug is a financial advisor at Foguth Wealth Management, LLC. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to entering financial services, Caleb worked for Walmart Store Inc. for 15 years. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a blend of investment analyses to construct tailored portfolios focused on exchange-traded products.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Caleb M

Series 66, Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Caleb Marsh is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Strategic Advisory Partners and Morgan Stanley. His background also includes roles outside finance at The Patterson Club and Silvermine Golf Club. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion in assets through a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental and quantitative analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Vincent P

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Vincent Pucillo is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 designation and two years of industry experience. His prior work includes roles at Plante Moran Financial Advisors, SGH Wealth Management, and American Marketing & Publishing. Outside of financial advising, he is the owner and Director of Operations and Sous Chef at The 405 Hospitality Group, LLC, a hospitality and private chefs business. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using tailored investment plans focused on exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Dionisios Z

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Dionisios Zavradinos is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Foguth Wealth Management in 2025, he worked in various roles outside the financial industry, including positions at Urban Gyro and The Jagged Fork. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations with discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.07 billion across a multi-advisor team. The firm focuses on tailored investment plans emphasizing exchange-traded products and a blend of analytical approaches, offering periodic client reviews and educational seminars.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Robert D

Series 65

Farmington, MI

Asset Allocation Strategies, LLC

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Options & derivatives strategies General retirement planning
user avatar
firm logo

James K

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

James Komoroski is a financial advisor at Foguth Wealth Management, LLC in Brighton, MI, holding a Series 65 designation. He has prior experience at Rocket Companies, TruStage, and The M1 Agency LLC, with a total of approximately 14 years in related roles. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing about $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Michael F

ChFC®, Series 63

Farmington Hills, MI

Foundations Investment Advisors LLC

Michael Fenster is a financial advisor with Foundations Investment Advisors LLC, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is licensed to sell life insurance, annuities, and health insurance through Magellan Financial and Lifetime Financial Growth. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing.

ESG / Sustainable investing
user avatar
firm logo

Jordan M

Series 66, Series 65

Brighton, MI

Foundations Investment Advisors LLC

Jordan Main is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has worked at several firms, including Gradient Advisors LLC and Fusion Capital Management. Outside of his advisory role, he provides tax preparation and accounting services through Main Financial Group. Foundations Investment Advisors serves a broad client base, offering financial planning and portfolio management through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

ESG / Sustainable investing
firm logo

Lauren B

Series 63, Series 66

Brighton, MI

Foguth Wealth Management, LLC.

Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch. Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process. Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.

General retirement planning Income planning Retirement income strategy
user avatar
firm logo

Kyle L

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Kyle Lanczki is a financial advisor at Foguth Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. Before joining Foguth Wealth Management in 2024, he was with Foguth Financial Group and had a professional baseball career with the Detroit Tigers organization from 2015 to 2023. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and educational seminars, using investment approaches that combine fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
user avatar
firm logo

Bradley V

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Bradley Vey is a financial advisor with Foguth Wealth Management, LLC., holding a Series 65 credential and 12 years of industry experience. He has worked with truAdvice, LLC and Foguth Financial Group during his career. Outside of advising, he is an independent insurance agent specializing in insurance and fixed annuity sales. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing roughly $1.07 billion across a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")