Ways to browse advisors serving Livonia, MI

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

By how they work

Type	Advisors
Large-firm	4,311
Flat-fee	2,985
Seasoned	2,077
Independent	1,482
CFP®-certified	918

By who they serve

Type	Advisors
High-net-worth	850
Baby Boomer	100
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,660
Executive	2,574
Wealth management	2,059
Retired	1,869
Tax-loss harvesting	1,824
Retirement plans for business owners (SEP, solo 401k)	1,454
Retirement income strategy	1,254
General retirement planning	1,101
Active portfolio management	1,025
Approaching retirement	795
Income planning	772
Private / alternative investments	755
College savings (529s, UTMA, etc.)	749
General estate planning guidance	732
Cash flow / budgeting	594
Mid-Career Professionals	566
Social Security optimization	519
Options & derivatives strategies	493
Annuities	489
HENRY (High Earners, Not Rich Yet)	488
Passive / index investing	453
Business exit / sale strategy	410
Retirement withdrawal strategies	402
Charitable giving & philanthropy	377
ESG / Sustainable investing	278
Concentrated stock management	262
Business succession planning	236
Equity compensation tax strategy	222
Self-Employed	179
Multi-generational wealth transfer	153
Business ownership considerations	142
Divorce financial planning	113
Real estate investing	112
General tax planning	110
Attorney	71
Established Professionals	65
Long-term care insurance	65
Parents	64
Women Professionals	62
Financial Professional	61
Divorced	60
Married/Couples/Partners	58
Roth conversion strategy	58
Intergenerational Families	44
Values-based investing	41
Life insurance needs analysis	37
Debt management	35
Tax strategies for small businesses	34
Planning for children with special needs	32
Educators, Teachers, and Academics	30
Dentist	25
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Young Professionals	24
Doctor or Medical Professional	21
Factor investing / smart beta	19
Retired	18
Family Business	15
Medicare planning	15
Military & Veterans	15
Business Financial Management	10
Charitable giving tax strategies	10
Religious/faith focused	10
Equity Recipients (RS/RSU, SOP, ESPP)	8
Disability insurance	7
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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