Top financial advisors in Adrian, MI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have pension benefits from the auto industry, your retirement planning needs to consider how those pensions fit with your other income sources. A common mistake is treating pensions like regular savings, which can lead to missed opportunities for tax efficiency and income timing.
- Pension integration. Ask how they incorporate your pension into your overall retirement income plan, not just your investment portfolio.
- Income sequencing. Confirm they have a strategy for when to start pension payouts alongside Social Security and other income.
- Tax impact awareness. Make sure they understand how pension income affects your tax bracket and Medicare premiums.
- Longevity planning. Check if they plan for how your pension supports you through retirement, including potential inflation adjustments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey C
Series 66
Adrian, MI
Fairway Investment Group, LLC
Jeffrey Condon in Adrian, MI, offers wealth management and real estate investing expertise, with a focus on educators and teachers, which may help integrate pension benefits into retirement planning. His independent status and fee structure up to 1.5% annually, combined with a tailored investment approach that avoids discretionary trading, distinguish him from other advisors in the area.
Experience: 6 years
Avg account: $126,224
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Brandon O
Series 63, Series 66
Adrian, MI
The huntington Investment company
Brandon Ohlinger in Adrian, MI, is equipped to address retirement planning with a focus on tax-loss harvesting and sustainable investing, which can complement pension income strategies. His experience at The Huntington Investment Company, a large firm managing $6.3 billion with a model-driven platform, offers access to diverse investment approaches and wrap-fee programs, differentiating him from advisors at smaller firms.
Experience: 7 years
Avg account: $184,627
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Mitchell D
Series 66
Adrian, MI
Cetera
Mitchell Dempsey in Adrian, MI, offers expertise in wealth management and retirement plans for business owners, which can help integrate pension benefits into a broader retirement strategy. Operating within Cetera, a large firm managing over $163 billion, he provides flexible fee options including flat fees and hourly consulting, catering to high earners approaching retirement with tailored financial planning.
Experience: 1 year
Avg account: $306,089
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Corey D
Series 66
Adrian, MI
Ameriprise
Corey De Meritt specializes in retirement income strategy and Social Security optimization, making him well-suited to integrate pension benefits into a comprehensive retirement plan for clients in Adrian, MI. With 14 years of experience at Ameriprise, a large firm offering tax-efficiency analysis and a broad range of advisory services, he provides tailored recommendations with a competitive 0.15% AUM fee.
Experience: 14 years
Avg account: $471,167
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Emily B
Series 63, Series 66
Adrian, MI
Thrivent Investment Management
Emily Brunke in Adrian, MI, brings 11 years of experience and holds Series 63 and 66 licenses, supporting clients with business ownership considerations. Working at Thrivent Investment Management, a large firm offering dedicated planning services, she provides goal-based analyses and written recommendations, which may help integrate pension income effectively compared to advisors from smaller firms or with less comprehensive planning approaches.
Experience: 11 years
Avg account: $162,801
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