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 or are navigating retirement decisions tied to those pensions, you need an advisor who understands these unique factors. A common mistake is treating pension income like regular retirement savings, which can lead to missed opportunities or unexpected tax consequences.
- Pension-specific knowledge. Confirm how they integrate auto industry pensions into your overall retirement plan, not just your investment portfolio.
- Tax impact awareness. Ask how they manage tax implications of pension income alongside Social Security and other sources.
- Retirement income sequencing. Look for advisors who plan the order of withdrawals to optimize your cash flow and minimize taxes.
- Coordination with benefits. Ensure they consider other benefits like healthcare or survivor options that affect your pension's value.
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, specializes in retirement plans for business owners and passive investing, which can support managing pension income effectively. His firm, Farther, uses a technology-driven approach with algorithmic portfolios and offers flat-fee pricing, distinguishing him from advisors with traditional fee structures or less tech integration.
Experience: 10 years
Avg account: $972,193
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Keith D
Series 63, Series 66
Dearborn, MI
J.P. Morgan Securities
Keith Dean's affiliation with J.P. Morgan Securities, a large firm experienced in institutional consulting and defined contribution plans, equips him to address complex retirement planning needs, including pension integration and tax considerations. His 18 years in wealth management and focus on executives and business owners provide a strong foundation for navigating Detroit's auto industry pension challenges, distinguishing him from advisors with smaller firm backgrounds or less institutional expertise.
Experience: 18 years
Avg account: $318,381
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Rebecca C
Series 66
Detroit, MI
UBS Financial Services
Rebecca Calabro's experience with general retirement planning and cash flow management suits Detroit clients navigating pension and retirement income complexities. Working at UBS Financial Services, a large firm serving high-net-worth individuals, she leverages institutional trading and proprietary research, differentiating her through access to advanced portfolio management and tailored wealth strategies.
Experience: 7 years
Avg account: $693,691
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Patrick K
Series 65
Detroit, MI
Signal Advisors Wealth, LLC
Patrick Kelly Jr. offers expertise in retirement income strategy and wealth management, making him well-suited to address Detroit auto industry pension complexities. His firm uses a macro-environmental investment approach with tactical asset allocation, and he provides flat-fee financial planning, which may appeal to clients seeking transparent fees and independent advice.
Experience: 12 years
Avg account: $350,809
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Brendan W
Series 63, Series 65
Detroit, MI
M HOLDINGS SECURITIES, Inc.
Brendan Walsh's 19 years of experience and affiliation with M Holdings Securities, Inc. equip him to address Detroit's unique pension and retirement planning needs, including tax-loss harvesting and ESG investing. His flat-fee and negotiated program fee structures, combined with serving diverse clients like executives and retirees, offer flexible options compared to other advisors in the area.
Experience: 19 years
Avg account: $693,844
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