Ways to browse Independent advisors serving Michigan

Pick a specialty to browse more Independent advisors serving Michigan.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,662
Wealth management	1,288
Options & derivatives strategies	1,119
Retirement plans for business owners (SEP, solo 401k)	923
Private / alternative investments	893
Executive	888
Retirement income strategy	815
Active portfolio management	767
General retirement planning	689
Retired	627
College savings (529s, UTMA, etc.)	591
Tax-loss harvesting	547
Annuities	472
Concentrated stock management	452
Income planning	404
Cash flow / budgeting	385
Charitable giving & philanthropy	342
Passive / index investing	301
Business succession planning	289
Business exit / sale strategy	251
General estate planning guidance	248
Real estate investing	224
ESG / Sustainable investing	204
Social Security optimization	196
General tax planning	195
Equity compensation tax strategy	152
Business ownership considerations	151
Retirement withdrawal strategies	122
Approaching retirement	106
Long-term care insurance	97
Roth conversion strategy	90
Mid-Career Professionals	86
Self-Employed	76
Tax strategies for small businesses	69
Debt management	64
Life insurance needs analysis	62
Educators, Teachers, and Academics	51
Factor investing / smart beta	42
Young Professionals	38
Business Financial Management	32
HENRY (High Earners, Not Rich Yet)	30
Family Business	29
Values-based investing	28
Established Professionals	26
Religious/faith focused	26
Doctor or Medical Professional	24
Divorce financial planning	23
Married/Couples/Partners	22
Attorney	21
Medicare planning	21
Equity Recipients (RS/RSU, SOP, ESPP)	20
Multi-generational wealth transfer	18
Business sale tax planning	17
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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