Top financial advisors in Detroit, 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 Detroit's auto industry, you need an advisor who understands how these pensions affect your retirement income and tax situation. A common mistake is treating pensions like regular savings, which can lead to missed opportunities or unexpected tax bills.
- Pension integration expertise. Ask how they incorporate your pension into your overall retirement plan, including timing and payout options.
- Tax impact awareness. Confirm they consider how pension income interacts with Social Security and other income sources for tax efficiency.
- Auto industry knowledge. Look for advisors familiar with Detroit's unique pension plans and related benefits.
- Long-term income planning. Ensure they model your pension alongside other income streams to avoid shortfalls or excess withdrawals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William H
CFP®
Detroit, MI
Farther
William Hullinger III, a CFP® with nine years of experience in Detroit, offers expertise in retirement plans and passive investing, which can help integrate Detroit's auto industry pensions into your retirement strategy. His firm, Farther, uses a technology-driven platform with algorithmic portfolios and offers flat-fee pricing, distinguishing him from advisors with traditional fee structures or less tech-focused approaches.
Experience: 9 years
Avg account: $972,193
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Keith D
Series 63, Series 66
Dearborn, MI
J.P. Morgan Securities
Keith Dean, based in nearby Dearborn, MI, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With 18 years of experience and Series 63 and 66 licenses, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking comprehensive pension integration and tax-aware retirement planning.
Experience: 18 years
Avg account: $318,381
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Tiffany Y
Series 63, Series 65
Detroit, MI
Signal Advisors Wealth, LLC
Tiffany Young offers expertise in retirement income strategy and wealth management, which is crucial for integrating Detroit's auto industry pensions into a comprehensive retirement plan. Her flat-fee structure and seven years of experience, combined with her independent status and focus on cash flow and budgeting, distinguish her from other advisors by providing personalized, cost-effective planning tailored to complex pension and tax considerations.
Experience: 7 years
Avg account: $350,809
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Jill G
CFP®, Series 66
Detroit, MI
The huntington Investment company
Jill Garvey's experience with The Huntington Investment Company in Detroit equips her to address pension integration and tax impact for retirees, especially those with complex income streams. Her CFP® certification and expertise in tax-loss harvesting and derivatives strategies, combined with a large-firm platform managing $6.3 billion, offer a model-driven approach that may differ from smaller or less specialized advisors in the area.
Experience: 9 years
Avg account: $184,627
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Brendan W
Series 65, Series 63
Detroit, MI
M Holdings Securities, INC.
Brendan Walsh in Detroit offers expertise in ESG investing and tax-loss harvesting, which can complement pension income planning by optimizing tax efficiency. His firm, M Holdings Securities, provides a broad range of advisory services including retirement plan consulting, with flexible flat-fee and hourly fee options, making him a versatile choice for clients seeking independent advice tailored to complex retirement income scenarios.
Experience: 19 years
Avg account: $693,844
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