Browse all CFP®-certified advisors in Michigan

Every advisor below is licensed to work with clients in Michigan. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,678
Retired	1,010
Executive	988
Wealth management	903
Tax-loss harvesting	741
Retirement plans for business owners (SEP, solo 401k)	721
Retirement income strategy	571
General retirement planning	466
Private / alternative investments	465
College savings (529s, UTMA, etc.)	434
Options & derivatives strategies	423
Annuities	300
Active portfolio management	268
Income planning	242
Cash flow / budgeting	239
Approaching retirement	224
Business exit / sale strategy	213
Charitable giving & philanthropy	211
General estate planning guidance	207
Social Security optimization	204
Business succession planning	197
ESG / Sustainable investing	193
Passive / index investing	181
Concentrated stock management	180
Retirement withdrawal strategies	147
Multi-generational wealth transfer	117
Business ownership considerations	113
Mid-Career Professionals	97
Self-Employed	90
HENRY (High Earners, Not Rich Yet)	85
General tax planning	74
Real estate investing	59
Equity compensation tax strategy	58
Established Professionals	51
Women Professionals	43
Divorce financial planning	42
Tax strategies for small businesses	32
Values-based investing	30
Debt management	28
Long-term care insurance	27
Young Professionals	22
Roth conversion strategy	21
Divorced	20
Married/Couples/Partners	20
Family Business	19
Factor investing / smart beta	18
Doctor or Medical Professional	17
Attorney	16
Life insurance needs analysis	14
Equity Recipients (RS/RSU, SOP, ESPP)	12
Dentist	11
Military & Veterans	11
Planning for children with special needs	11
Medicare planning	10
Financial Professional	9
Parents	9
Disability insurance	7
Educators, Teachers, and Academics	7
Religious/faith focused	7
Business sale tax planning	5
Early retirement planning	5
Business Financial Management	4
Women's Finance	4
Dual Income Family	3
FIRE (Financial Independence Retire Early)	3

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