Top financial advisors working with divorced clients 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're navigating financial decisions after a divorce, you need an advisor who understands how to balance your new financial reality with long-term goals. A common mistake is treating your finances as if nothing changed, which can lead to missed opportunities or risks.

  • Pension and retirement insight. Many in Ann Arbor have pensions from the auto industry; ask how they factor these into your post-divorce plan.
  • Asset division experience. Confirm they can help manage and invest assets split during divorce, not just ongoing savings.
  • Tax implications. Divorce can change your tax filing status and liabilities; check how they address these shifts.
  • Cash flow adjustments. Your income and expenses likely changed; see how they help you adapt your budget and investments accordingly.

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 is a financial advisor with Morgan Stanley Wealth Management in Ann Arbor, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Ameriprise, The Huntington Investment Company, TCF - Chemical Bank, Cetera Investment Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Shinaola A

CFP®, Series 65

Orange, NJ

Mission Wealth Management, LP

Shinaola Atoro is a CFP® and Series 65-licensed advisor at Mission Wealth Management, LP with four years of industry experience. Prior to joining Mission Wealth, Atoro held positions at Walmart and IBM. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm emphasizes customized, long-term strategies using a range of investment vehicles including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors.

Private / alternative investments Options & derivatives strategies Cross-border / expatriate tax planning Business exit / sale strategy Founder/Business Owner Executive
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Tyler W

Series 66

Ann Arbor, MI

Merrill

Tyler Webb is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with Scottrade from 2016 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Evan B

Series 66

Ann Arbor, MI

Edward Jones

Evan Bloom is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation. He has prior experience at Plante & Moran PLLC, Hantz Tax & Business, and Doeren Mayhew & Co., P.C. before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher J

Series 65, Series 63

Ann Arbor, MI

Charles Schwab

Christopher Jacobs is a financial advisor with Charles Schwab in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes multiple roles within Charles Schwab entities since 2018 and prior experience at LPL Financial, Honeywell, and Morningstar Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary SMA products and employs a multi-asset model portfolio approach supported by in-house research and a formal alternative investment review process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Kayla S

Series 65, Series 63

Warwick, RI

Mass Mutual Investors Services

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John B

Series 65

Plano, TX

Savant Wealth Management

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced

James O

Series 66

Honolulu, HI

Edward Jones

James Oldham is a financial advisor at Edward Jones in Honolulu, HI, holding a Series 66 designation with six years of industry experience. He previously worked at New Hope Windward for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Divorced Intergenerational Families

Angela L

Series 66

Dearborn, MI

Merrill

Angela Linder is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Palmer Linder Group, a financial advisory team based in Metro Detroit. She focuses on serving multi-generational, high net worth families and business owners, helping clients pursue personal goals such as college education planning, retirement strategy, legacy planning, and wealth management. Angela has over 16 years of experience in the financial services industry, having joined Merrill in 2007. She follows a disciplined process that involves understanding each client's specific needs and priorities, emphasizing open communication and family engagement in financial decision-making. Angela holds the Chartered Retirement Planning Counselor (CRPC) designation earned in 2014 and the Personal Investment Advisor (PIA) credential. She has an Associates in Business from Henry Ford College. Outside of her professional role, Angela is active in her community and volunteers with several organizations including the Dearborn Rotary Club and In Place of War, a global organization that uses creativity to foster positive change in conflict-affected areas. Her personal interests include cooking, genealogy, music, and photography.

General retirement planning Business ownership considerations General estate planning guidance Charitable giving & philanthropy Planning for children with special needs Founder/Business Owner Executive Approaching retirement Divorced Women Professionals LGBTQIA Young Families
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Cynthia M

CFP®, Series 65

Orland Park, IL

Contour Financial

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

General retirement planning Income planning General tax planning Cash flow / budgeting Founder/Business Owner Executive Doctor or Medical Professional Young Professionals Divorced

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