Top advisors in Michigan
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.
You might be considering a financial advisor in Michigan because you want help managing your wealth in a way that fits your unique financial goals and local economic factors. A common mistake is working with an advisor who applies generic strategies without understanding Michigan's specific tax laws and investment opportunities.
- Local market insight. Ask how they incorporate Michigan's economic trends and tax environment into your financial plan.
- High-net-worth experience. If your assets are substantial, confirm they have a track record managing complex wealth scenarios common in Michigan.
- Fee structure clarity. Flat-fee advisors can offer predictable costs; check how this aligns with your financial planning needs.
- Firm size impact. Large-firm advisors may have more resources, but independent advisors might provide more personalized attention—ask which fits your style.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Ethan S
CFP®, Series 65
Auburn Hills, MI
Plante Moran FInancial Advisors
Ethan Siekkinen is equipped to assist with wealth management in Michigan, offering expertise in options and derivatives strategies, concentrated stock management, and business succession planning, which are valuable for high-net-worth clients. Operating independently with a flat-fee structure and backed by Plante Moran Financial Advisors' strategic asset allocation and proprietary market analysis, he provides a blend of personalized service and firm-level resources that may differ from larger or less specialized advisors.
Experience: 0 years
Avg account: $6,397,023
-
Lori F
Series 66
East Lansing, MI
Edward Jones
Lori Fell's 16 years of experience and Series 66 designation equip her to address financial planning needs in Michigan, including retirement and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a program fee up to 1.35% annually and benefits from extensive resources and tax-efficient strategies, distinguishing her from advisors at smaller firms.
Experience: 16 years
Avg account: $246,728
-
Terrence M
Series 63
Bergland, MI
LPL Financial
Terrence Majerko's 30 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting make him well-equipped to address financial needs specific to Michigan's market. Operating within LPL Financial, a large firm offering flat-fee financial planning and supported by an in-house research team, he combines seasoned insight with extensive resources, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 30 years
Avg account: $399,489
-
Michael G
Series 63, Series 66
Grand Blanc, MI
J.P. Morgan Securities
Michael Gudith's 39 years of experience and focus on wealth management make him well-equipped to address the financial needs of clients in Michigan, especially those with executive or business owner backgrounds. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and comprehensive investment services, he provides access to extensive resources and a 0.30% annual AUM fee, distinguishing him from advisors at smaller firms.
Experience: 39 years
Avg account: $318,381
-
Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps is well-equipped to assist with financial planning in Michigan, leveraging 28 years of experience and expertise in estate planning, tax planning, and charitable giving. His independent, flat-fee advisory model at Advance Wealth Management Service, LLC offers personalized attention and a disciplined investment approach, including options strategies and risk management, which may appeal to clients seeking tailored wealth management with transparent fees.
Experience: 28 years
Avg account: $463,417
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")