Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

806 advisors near
48207

Out of 400,000+ nationwide

user avatar
firm logo

Kirk D

Series 63, Series 65

Southfield, MI

Plante Moran financial advisors

Kirk Dedenbach is a financial advisor with Plante Moran Financial Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Comerica Securities, and Comerica Bank. He is also associated with Plante Moran’s real estate and insurance advisory arms. Plante Moran Financial Advisors serves a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm offers investment advisory, financial planning, and estate planning services, utilizing a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Erin W

Series 66, Series 65

Southgate, MI

Merit Financial Advisors

Erin Wozniak is a financial advisor at Merit Financial Advisors with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Advantage Investment Management, LPL Financial, and TL Financial Group. Merit Financial Group is a multi-team registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centrally overseen model portfolios and offers a range of account options and services including financial planning and retirement plan consulting.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Cameron C

Series 65

Detroit, MI

Plante Moran financial advisors

Cameron Cahill is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential. He joined the firm in 2025 and has prior experience working at TFG Advisors and in various roles outside the financial industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary market valuation models and frequently employs third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Carly P

Series 63, Series 65

Southfield, MI

Advance Capital Management Inc

Carly Purcell is a financial advisor at Advance Capital Management Inc with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Advance Capital Management since 2024, previously working with Advance Capital Services since 2011. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an Investment Committee to guide portfolio construction and manages approximately $4.5 billion in assets across more than 6,800 clients.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Sonya P

Series 66

Southgate, MI

Prospera Financial Services, inc.

Sonya Palumbo is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisor Networks LLC and Summit Brokerage Services Inc. In addition to her advisory role, she is a registered sales assistant at Taylor & Associates LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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

Christina P

Series 66

Southgate, MI

Merit Financial Advisors

Christina Perna is a financial advisor at Merit Financial Advisors with 20 years of industry experience. She holds a Series 66 designation and has previously worked at TL Financial Group, Commonwealth Financial Network, LPL Financial, and Advantage Investment Management LLC. Outside of her advisory role, she is also a notary public. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Jonathan A

Series 65, Series 63

Harper Woods, MI

SEIA

Jonathan Arntz is an associate advisor at SEIA with two years of industry experience. He previously worked at Cedar Brook Group for four years and was self-employed in construction for nine years. Outside of advising, he is involved in property management through BDD Unlimited LLC. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, combining strategic and tactical investment approaches through a structured six-step process.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting ESG / Sustainable investing
user avatar
firm logo

Alexander R

Series 63, Series 65

Royal Oak, MI

Capital Analysts

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior work includes nine years at Lincoln Investment and nine years at Legend Equities Corp. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its service offerings.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
user avatar
firm logo

Jared V

CFP®, Series 63, Series 65

Southfield, MI

Advance Capital Management Inc

Jared Vandenberg is a CFP® professional with 12 years of experience in financial advising. He has been with Advance Capital Services since 2013. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, endowments, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, managing approximately $4.5 billion in assets across over 6,800 clients with a team of 29 advisors.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Shiv E

CFP®, Series 66

Detroit, MI

M HOLDINGS SECURITIES, Inc.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
user avatar
firm logo

Andrew N

CFA®

Southfield, MI

Plante Moran financial advisors

Andrew Nedeljkovic is a CFA® charterholder and financial advisor with Plante Moran Financial Advisors, based in Southfield, MI. He has approximately four years of experience at Plante Moran Financial Advisors and prior roles in mortgage lending and the construction industry. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Tiffany Y

Series 63, Series 65

Detroit, MI

Signal Advisors Wealth, LLC

Tiffany Young is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her previous roles include positions at Purshe Kaplan Sterling Investments, Coppell Advisory Solutions (dba Fusion Capital Management), CoreCap Advisors, and VFG Associates. Outside of her advisory work, she serves as a lay ministry leader and parishioner at Our Lady of Good Counsel, where she participates in liturgical duties. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm focuses on discretionary portfolio management using a primarily top-down, tactical asset allocation process complemented by fundamental, quantitative, and technical analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
user avatar
firm logo

Mark W

CFP®, Series 63, Series 65

Southfield, MI

Advance Capital Management Inc

Mark Wayton is a CFP® professional with 20 years of industry experience, currently advising at Advance Capital Management Inc since 2011. He holds Series 63 and Series 65 licenses. Advance Capital Management serves individuals, retirement plans, foundations, endowments, and institutional clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $4.5 billion in assets across more than 6,800 clients and offers a range of investment strategies including direct indexing, alternative investments, and crypto-related approaches.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Samantha W

CFP®, Series 63, Series 65

Southfield, MI

Advance Capital Management Inc

Samantha Williams is a CFP® professional with 13 years of experience in financial advising. She has been with Advance Capital Services, Inc. since 2012. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and institutional clients. The firm offers discretionary portfolio management, customized financial planning, and retirement-plan consulting, utilizing a committee-driven investment approach with a range of strategies including direct indexing and alternative investments.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Cartier Z

Series 65

Detroit, MI

Plante Moran financial advisors

Cartier Zori is a financial advisor at Plante Moran Financial Advisors with a Series 65 designation and four years of industry experience. Prior to joining Plante Moran Financial Advisors in 2022, Cartier worked at Plante Moran from 2017 to 2022 and at Phoenix Advisors, LLC from 2016 to 2017. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model, offering both discretionary and non-discretionary portfolio advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Andrew B

CFP®, Series 65

Southfield, MI

Plante Moran financial advisors

Andrew Barber is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Plante Moran Financial Advisors since 2020. Prior to that, he held positions including roles at the University of Michigan and Comcast. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients. The firm uses a combined fundamental, technical, and cyclical investment approach and manages a majority of assets on a non-discretionary basis.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Chad T

CFP®, Series 65

Southfield, MI

Advance Capital Management Inc

Chad Theisen is a CFP®-designated financial advisor at Advance Capital Management Inc with five years of industry experience. He has worked at Advance Capital Management since 2016, with a brief period at Michigan State University and MSU Greenline. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations. The firm focuses on financial planning and portfolio management using mutual funds and ETFs, employs a recommended list of screened investments, and offers specialized retirement services, including a Chief Retirement Officer program.

Concentrated stock management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Logan Z

Series 65

Detroit, MI

Plante Moran financial advisors

Logan Ziegler is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has worked previously at CincyTech and Pine Lake Capital. His background also includes roles outside finance, such as working at Heeney Sundquist Funeral Home and teaching at Detroit Catholic Central High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a detailed investment process that incorporates fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Victor H

CFP®, Series 63

Southfield, MI

Perigon Wealth Management, LLC

Victor Hicks II is a CFP® professional with 16 years of experience in financial advisory services. He currently works at Perigon Wealth Management, LLC and previously spent 13 years at Lumin Financial, LLC. Victor is also a licensed insurance agent, with activities related to insurance sales and consulting conducted on a limited basis. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight, notably serving banking institutions and managing wrap-fee programs and sub-advisor relationships.

Wealth management
user avatar
firm logo

Josef W

Series 65

Detroit, MI

Signal Advisors Wealth, LLC

Josef Waltenbaugh is a financial advisor with Signal Advisors Wealth, LLC in Detroit, MI. He holds a Series 65 designation and has 12 years of industry experience. Prior to joining Signal Advisors Wealth, he worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is the CFO of REPPRO, LLC, a software-as-a-service company. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation process combined with fundamental, quantitative, and technical analysis to manage discretionary strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)