Ways to browse advisors serving Farmington Hills, MI

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

By how they work

Type	Advisors
Large-firm	4,169
Flat-fee	2,813
Seasoned	2,011
Independent	1,470
CFP®-certified	880

By who they serve

Type	Advisors
High-net-worth	829
Baby Boomer	99
Gen X	3
Millennial	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,519
Executive	2,418
Wealth management	2,093
Retired	1,720
Tax-loss harvesting	1,665
Retirement plans for business owners (SEP, solo 401k)	1,289
General retirement planning	1,101
Retirement income strategy	1,082
Active portfolio management	983
College savings (529s, UTMA, etc.)	838
Approaching retirement	803
Private / alternative investments	731
General estate planning guidance	684
Income planning	593
Cash flow / budgeting	586
Social Security optimization	524
HENRY (High Earners, Not Rich Yet)	509
Annuities	493
Options & derivatives strategies	493
Passive / index investing	438
Retirement withdrawal strategies	407
Charitable giving & philanthropy	346
ESG / Sustainable investing	278
Concentrated stock management	263
Mid-Career Professionals	233
Equity compensation tax strategy	218
Business exit / sale strategy	212
Self-Employed	181
Multi-generational wealth transfer	156
Business ownership considerations	136
Divorce financial planning	116
Real estate investing	114
General tax planning	104
Attorney	72
Business succession planning	66
Divorced	61
Long-term care insurance	61
Parents	60
Established Professionals	59
Financial Professional	59
Married/Couples/Partners	59
Educators, Teachers, and Academics	58
Roth conversion strategy	58
Women Professionals	58
Intergenerational Families	45
Values-based investing	41
Tax strategies for small businesses	35
Debt management	34
Life insurance needs analysis	33
Planning for children with special needs	33
Dentist	26
Doctor or Medical Professional	24
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Young Professionals	24
Factor investing / smart beta	19
Retired	18
Family Business	16
Military & Veterans	16
Medicare planning	15
Charitable giving tax strategies	10
Equity Recipients (RS/RSU, SOP, ESPP)	10
Religious/faith focused	10
Business Financial Management	9
University Employee	7
Business sale tax planning	6
Early retirement planning	5
Liquidity event planning	5
Dual Income Family	4
Startup equity planning	3

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