Top financial advisors in Ann Arbor, 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 an auto industry employer, you need an advisor who understands how to integrate those pensions into your overall retirement plan. A common mistake is treating pensions like regular savings without considering their unique payout options and tax implications.
- Pension integration expertise. Ask how they factor your pension's payout choices into your retirement income strategy.
- Tax impact awareness. Confirm they understand how pension income affects your tax bracket and Social Security benefits.
- Retirement timing advice. See if they help you decide when to start pension payments to maximize your lifetime income.
- Coordination with other assets. Ensure they consider how pensions work alongside your investments and other income sources.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher J
CFP®, Series 66
Ann Arbor, MI
Morgan Stanley
Christopher Johnson's 16 years of experience and CFP® certification equip him to integrate pension benefits into retirement plans effectively, especially in Ann Arbor. Working at The Huntington Investment Company, a large firm offering discretionary portfolio management and tax management, he brings expertise in ESG investing and tax-loss harvesting, differentiating him with a model-driven, open-architecture platform and a 2.00% AUM fee structure.
Experience: 16 years
Avg account: $670,481
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Shinaola A
CFP®, Series 65
Orange, NJ
Mission Wealth Management, LP
Shinaola Atoro in Ann Arbor, MI, offers expertise in integrating pensions into retirement plans, supported by his CFP® certification and experience at Mission Wealth Management, which serves high-net-worth clients with customized wealth management. His firm employs a long-term investment approach using ETFs, bonds, and alternatives, and offers flat-fee options for emerging wealth clients, distinguishing him from advisors with different fee structures or investment focuses.
Experience: 4 years
Avg account: $3,159,829
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Tyler W
Series 66
Ann Arbor, MI
Merrill
Tyler Webb in Ann Arbor, MI, is equipped to assist with pension integration by leveraging Merrill's expertise in tax-efficient investment solutions and manager-selection capabilities, which are crucial for coordinating pensions with other assets. With nine years of experience and a Series 66 designation, he serves mid-career professionals and high earners, offering active portfolio management through a large firm with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 9 years
Avg account: $860,085
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Evan B
Series 66
Ann Arbor, MI
Edward Jones
Evan Bloom at Edward Jones in Ann Arbor, MI, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, which can support integrating pension benefits into a broader retirement plan. Edward Jones's large-firm resources and a fee structure up to 1.35% annually provide access to discretionary and non-discretionary strategies, distinguishing him from advisors at smaller firms.
Experience: 1 year
Avg account: $246,728
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Christopher J
Series 65, Series 63
Ann Arbor, MI
Charles Schwab
Christopher Jacobs in Ann Arbor, MI, offers 16 years of experience and expertise in private investments, real estate, and multi-state taxation, which can help integrate complex pension benefits into retirement plans. Affiliated with Charles Schwab, a large firm serving high-net-worth clients with a 0.80% annual AUM fee, he provides both advisory guidance and access to discretionary managed accounts, distinguishing him from advisors at smaller firms.
Experience: 16 years
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