Ways to browse advisors serving Detroit, MI

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

By how they work

Type	Advisors
Large-firm	3,791
Flat-fee	2,495
Seasoned	1,827
Independent	1,249
CFP®-certified	773

By who they serve

Type	Advisors
High-net-worth	745
Baby Boomer	90
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,445
Executive	2,219
Wealth management	1,866
Retired	1,510
Tax-loss harvesting	1,509
General retirement planning	1,006
Retirement income strategy	922
Active portfolio management	892
Retirement plans for business owners (SEP, solo 401k)	833
Approaching retirement	741
College savings (529s, UTMA, etc.)	699
Private / alternative investments	662
Mid-Career Professionals	525
General estate planning guidance	510
Income planning	508
HENRY (High Earners, Not Rich Yet)	480
Social Security optimization	441
Annuities	434
Options & derivatives strategies	416
Passive / index investing	410
Cash flow / budgeting	397
Retirement withdrawal strategies	337
Charitable giving & philanthropy	309
ESG / Sustainable investing	256
Concentrated stock management	221
Equity compensation tax strategy	198
Business exit / sale strategy	182
Self-Employed	170
Multi-generational wealth transfer	126
Business ownership considerations	113
Divorce financial planning	106
Real estate investing	103
General tax planning	95
Attorney	68
Business succession planning	66
Financial Professional	58
Parents	57
Divorced	56
Women Professionals	55
Established Professionals	54
Married/Couples/Partners	54
Intergenerational Families	42
Values-based investing	37
Planning for children with special needs	32
Tax strategies for small businesses	32
Life insurance needs analysis	30
Debt management	29
Long-term care insurance	28
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Doctor or Medical Professional	23
Dentist	22
Young Professionals	22
Military & Veterans	17
Factor investing / smart beta	15
Family Business	15
Retired	15
Educators, Teachers, and Academics	13
Medicare planning	12
Roth conversion strategy	11
Business Financial Management	10
Equity Recipients (RS/RSU, SOP, ESPP)	10
Religious/faith focused	7
Charitable giving tax strategies	6
Liquidity event planning	5
Dual Income Family	4
Early retirement planning	3
Startup equity planning	3

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