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Gabriel Q

Series 65, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Gabriel Qetrani is a financial advisor at Foguth Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Huntington Investment Company, The Huntington National Bank, and JP Morgan Securities LLC. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion across a multi-advisor team. The firm constructs tailored investment plans emphasizing exchange-traded products and applies a mix of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Dylan W

Series 66

Novi, MI

ON Investment Management CO

Dylan Woebkenberg is a financial advisor with ON Investment Management Company, holding a Series 66 credential and three years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2023. In addition to his advisory role, he is also a licensed life insurance agent for Ohio National. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates a dual-registration model through its affiliated broker-dealer.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Bruce M

Series 63, Series 65

Southfield, MI

Corecap Advisors

Bruce Maginn is a financial advisor with CoreCap Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2017 and has been associated with Guardian Life Insurance Company since 2002, including 15 years at Park Avenue Securities. Outside of his advisory role, Maginn is co-owner of Solomon Financial, an insurance sales and financial planning business. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, self-directed retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and frequently engages sub-advisors and third-party asset managers.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Mark E

Series 63, Series 65

Clarkston, MI

Prospera Financial Services, inc.

Mark Eriksen is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Advisor Networks LLC, Summit Financial Group Inc., and LPL. Eriksen serves as a non-compensated board member of the Detroit Regional Chamber. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through around 207 advisors. The firm offers investment advisory and financial planning services across numerous platforms, employing a combination of firm models, third-party sub-advisers, and customizable allocations.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jeffrey N

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Jeffrey Newsome is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He has worked at several firms including CG Financial and Peckham, Inc. prior to joining Foguth Wealth Management. 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, qualified retirement plan consulting, and educational seminars, utilizing tailored investment plans that emphasize exchange-traded products and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Adam S

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Adam Spears is a financial advisor with Foguth Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Truadvice, LLC, University Lending Group, and Cross Country Mortgage. He is also involved with Foguth Financial Group, Inc., an insurance agency, dedicating time during trading hours. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm emphasizes tailored investment plans using exchange-traded products and combines various analytical approaches, offering discretionary portfolio management, financial planning, and qualified retirement plan consulting.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Travis V

CFP®

Bloomfield Hills, MI

Zhang Financial

Travis Veenhuis is a CFP® professional with three years of industry experience, currently with Zhang Financial. His prior experience includes roles at SGH Wealth Management and a work history connected to Kalamazoo College. Zhang Financial is a multi-advisor, fee-only investment adviser managing approximately $8.37 billion in assets. The firm serves individuals, charities, corporations, and government entities with a range of portfolio management and advisory services, employing a combination of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.

Equity compensation tax strategy Retirement withdrawal strategies General estate planning guidance Charitable giving & philanthropy Options & derivatives strategies Founder/Business Owner Executive
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James N

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

James Newman is a Series 65-licensed financial advisor with Foguth Wealth Management, LLC. He has experience spanning several firms since 2008, including Meadowbrook Inc. DBA AFGROUP and Exacta Financial Services LLC, before joining Foguth Wealth Management and its affiliated firms in 2026. 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, qualified retirement plan consulting, and educational seminars, focusing on tailored investment plans that emphasize exchange-traded products and combine fundamental, technical, cyclical, and Modern Portfolio Theory analyses.

General retirement planning Retirement income strategy Income planning Roth conversion strategy
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Dylan K

Series 65

Brighton, MI

Foguth Wealth Management, LLC.

Dylan Kennedy is a financial advisor at Foguth Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked with CreativeOne Wealth, LLC and Hudson Agency LLC. Foguth Wealth Management advises individuals, high-net-worth clients, and corporations, managing approximately $1.07 billion for a multi-advisor team. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing tailored investment plans that incorporate 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
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Kory F

CFP®, Series 66

Farmington Hills, MI

Summit Financial, LLC

Kory Frost is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC. He previously worked at UBS Financial Services for 10 years and spent time at both Purshe Kaplan Sterling Investments and Private Client Services. Frost also serves on the Planning Commission for the City of South Lyon. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet diverse client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Steven C

Series 63, Series 65

Southfield, MI

Capital Analysts

Steven Cook is a financial advisor at Capital Analysts with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has a long tenure in insurance sales, including roles at Lincoln Investment Planning, Great American Reserve Insurance Company, and Jackson National Life Insurance Company. Cook is also a partner and department chair at Allen Park Public Schools, where he has worked for over 40 years. Capital Analysts serves a diverse client base that includes individual investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an investment approach driven by an in-house research team and proprietary mutual-fund screening tools.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Jonathan M

Series 65

Farmington Hills, MI

Foundations Investment Advisors LLC

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has one year of industry experience, including prior roles at Detroit Financial and Eyebloc LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

ESG / Sustainable investing
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Muata M

CFP®, Series 63, Series 65

Beverly Hills, MI

Facet

Muata Mahluli is a CFP® professional with 28 years of experience, currently serving as a financial advisor at Facet. He has worked at Facet Wealth since 2020 and has prior experience at Charles Schwab and TIAA-CREF. Mahluli serves on the Board of Directors for The Detroit Recovery Project, a nonprofit focused on supporting individuals and communities affected by co-occurring mental illness and substance use disorders. Facet is a multi-team firm serving individual members across a wide range of wealth levels through tiered subscription-based financial planning and implementation services. The firm delivers holistic financial advice using a Total Financial Life Resources framework and offers discretionary investment management primarily through ETFs, with fixed subscription fees rather than percentage-based asset management charges.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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Daniel A

CFP®, Series 63

Brighton, MI

Foguth Wealth Management, LLC.

Daniel Anderson is a CFP® with three years of industry experience, currently serving as a financial advisor at Foguth Wealth Management, LLC in Brighton, MI. His prior experience includes roles at Northwestern Mutual and Mark Brooks, as well as involvement with community organization Engineering for Kid Macomb/Oakland. 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 educational seminars, utilizing 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
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Andrew H

Series 63, Series 65

Southfield, MI

Capital Analysts

Andrew Harr is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Lincoln Investment since 2010. Outside of his advisory role, he serves as a trainer for newly appointed insurance agents at Consolidated Financial, focusing on the 403(b) market, suitability, and product knowledge. Capital Analysts provides portfolio management and advisory services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes an in-house Investment Management & Research team to support investment decisions and offers a variety of discretionary and non-discretionary programs with access to third-party managers.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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David S

Series 63, Series 66

Southfield, MI

Capital Analysts

David Sawchuk is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. He serves as a member of the Taymouth Township Zoning Board of Appeals, a governmental position. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with a range of advisory services tailored to different client needs.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
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Scott B

CFP®, Series 65, Series 66

Southfield, MI

Corecap Advisors

Scott Butler is a CFP® credentialed financial advisor with 22 years of industry experience, currently with CoreCap Advisors in Southfield, MI. He has held roles at CoreCap Advisors and related entities since 2018 and previously worked at Cambridge Investment Research Advisors. Outside of advisory work, Butler presents financial education seminars as an educator with the Society for Financial Awareness (SOFA). CoreCap Advisors serves individual, retirement plan, and institutional clients, offering discretionary portfolio management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, and bonds, with additional oversight of sub-advisors and tax-efficient services.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Gavin S

Series 66

Bloomfield Hills, MI

Secure Asset Management, L.L.C.

Gavin Schmidtmann is a financial advisor at Secure Asset Management, L.L.C. with four years of industry experience. He holds a Series 66 designation and has previously worked at Aurora Securities Inc., Oakland Hills Country Club, Country Club of Lansing, and Ferris State University. Schmidtmann is also licensed as an insurance agent, offering fixed insurance products through Secure Investors Group. Secure Asset Management, LLC provides personalized financial planning and discretionary investment management primarily to individual clients, along with pension consulting services for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various asset classes and focuses on serving individuals and plan-level consulting rather than traditional corporate clients.

Income planning Options & derivatives strategies
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Steven W

Series 63, Series 66

Farmington Hills, MI

IP Financial Advisory Services LLC

Steven White is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also associated with Innovation Partners LLC. Outside of his advisory roles, he is involved in administering employee benefit plans and distributes discount prescription drug cards through a separate business. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a mix of analytical approaches and also refers clients to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Avery M

Series 65

Southfield, MI

Corecap Advisors

Avery Markos is a financial advisor at CoreCap Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Brokers International Financial Services. Outside of his advisory role, he is involved in independent insurance sales through Wealth Trac Financial. CoreCap Advisors provides discretionary investment and portfolio management, as well as standalone financial planning services to individuals, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented approach with a long-term investment horizon and utilizes a variety of investment vehicles, including mutual funds, ETFs, equities, and fixed income.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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