Ways to browse advisors serving Ann Arbor, MI

Pick a specialty or descriptor to browse more advisors serving Ann Arbor, MI.

By how they work

Type	Advisors
Large-firm	1,572
Flat-fee	1,142
Seasoned	706
Independent	523
CFP®-certified	362

By who they serve

Type	Advisors
High-net-worth	271
Baby Boomer	12
Gen X	4

Browse by specialty

Find advisors serving Ann Arbor, MI who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,142
Executive	940
Retired	757
Tax-loss harvesting	733
Wealth management	726
Retirement plans for business owners (SEP, solo 401k)	632
Retirement income strategy	609
Income planning	388
General retirement planning	362
General estate planning guidance	347
Active portfolio management	341
College savings (529s, UTMA, etc.)	271
Private / alternative investments	249
Cash flow / budgeting	240
Approaching retirement	234
Social Security optimization	200
Passive / index investing	179
Retirement withdrawal strategies	168
Mid-Career Professionals	163
HENRY (High Earners, Not Rich Yet)	143
Options & derivatives strategies	137
Charitable giving & philanthropy	135
Annuities	134
ESG / Sustainable investing	97
Business ownership considerations	90
Concentrated stock management	85
Multi-generational wealth transfer	74
General tax planning	51
Business exit / sale strategy	50
Roth conversion strategy	50
Equity compensation tax strategy	40
Business succession planning	35
Real estate investing	35
Women Professionals	28
Divorce financial planning	27
Established Professionals	23
Parents	23
Long-term care insurance	19
Values-based investing	17
Self-Employed	16
Debt management	14
Life insurance needs analysis	13
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	12
Divorced	11
Retired	10
Tax strategies for small businesses	10
Attorney	9
Married/Couples/Partners	9
Business Financial Management	8
Doctor or Medical Professional	8
University Employee	7
Early retirement planning	5

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