Browse all Independent 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	1,657
Wealth management	1,289
Options & derivatives strategies	1,122
Retirement plans for business owners (SEP, solo 401k)	922
Private / alternative investments	894
Executive	887
Retirement income strategy	800
Active portfolio management	770
Retired	679
General retirement planning	676
College savings (529s, UTMA, etc.)	592
Tax-loss harvesting	519
Annuities	475
Concentrated stock management	453
Income planning	405
Cash flow / budgeting	392
Charitable giving & philanthropy	344
Passive / index investing	304
Business succession planning	282
General estate planning guidance	234
Real estate investing	223
ESG / Sustainable investing	203
Social Security optimization	196
General tax planning	193
Business exit / sale strategy	155
Business ownership considerations	151
Equity compensation tax strategy	151
Retirement withdrawal strategies	118
Approaching retirement	106
Long-term care insurance	96
Roth conversion strategy	88
Mid-Career Professionals	87
Self-Employed	75
Tax strategies for small businesses	68
Debt management	64
Educators, Teachers, and Academics	52
Life insurance needs analysis	51
Factor investing / smart beta	42
Young Professionals	36
Business Financial Management	32
HENRY (High Earners, Not Rich Yet)	31
Family Business	28
Values-based investing	27
Religious/faith focused	26
Established Professionals	25
Divorce financial planning	23
Doctor or Medical Professional	23
Married/Couples/Partners	22
Medicare planning	22
Attorney	21
Equity Recipients (RS/RSU, SOP, ESPP)	20
Business sale tax planning	18
Multi-generational wealth transfer	18
Disability insurance	16
Charitable giving tax strategies	15
Military & Veterans	15
Financial Professional	14
Women Professionals	13
Retired	11
Christian Faith Based	10
Parents	8
University Employee	8
Dual Income Family	3
FIRE (Financial Independence Retire Early)	3

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