Top financial 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.
Choosing the right financial advisor in Michigan means focusing on whether they understand the specific work you need done. A common mistake is hiring an advisor based on a recommendation without confirming they handle your particular financial situation.
- Match on the actual work. Ask what a typical client engagement looks like and whether they have experience with your financial goals and challenges.
- Pension-related planning. Michigan's auto industry concentration means many families face pension decisions; check if the advisor is familiar with pension options and retirement implications.
- Fee model clarity. Advisors may charge flat fees, hourly rates, or a percentage of assets managed; understand how they bill to see if it fits your preferences.
- Continuity and team support. Inquire about who else on the team would manage your account if your primary advisor is unavailable or retires.
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 may be capable of assisting with financial advising needs in Michigan, offering expertise in options and derivatives strategies, concentrated stock management, and business succession planning. His firm, Plante Moran Financial Advisors, serves high-net-worth clients with a flat-fee and asset-based fee structure, emphasizing strategic asset allocation and a proprietary equity market valuation model, which differentiates him from other advisors in the area.
Experience: 1 year
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 assist with retirement planning and multi-generational wealth transfer, relevant for Michigan residents facing pension decisions. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a program fee up to 1.35% annually and brings additional insight from her property management business, distinguishing her from other advisors in East Lansing.
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 college savings make him well-suited for clients seeking comprehensive financial guidance in Michigan. His flat-fee and hourly fee structures, combined with support from LPL Financial's large firm resources and in-house research team, offer a seasoned approach distinct from advisors with smaller practices or different billing models.
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 complex financial needs in Michigan, including pension-related planning common in the region. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized investment services, he provides a 0.30% annual fee structure, distinguishing him from advisors with different billing models or smaller firm resources.
Experience: 40 years
Avg account: $318,381
-
Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps is well-suited for financial advisors in Michigan due to his 28 years of experience and expertise in college savings, charitable giving, estate planning, and tax planning. His flat-fee structure and independent status differentiate him from others, while his firm's individualized investment approach and risk management strategies provide comprehensive support for clients with at least $500,000 in assets.
Experience: 29 years
Avg account: $463,417
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Michigan
Find advisors by type
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")