Browse all Seasoned 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
3,540
Retired
2,283
Executive
2,131
Wealth management
1,855
Tax-loss harvesting
1,693
Retirement plans for business owners (SEP, solo 401k)
1,426
Retirement income strategy
1,172
General retirement planning
1,047
College savings (529s, UTMA, etc.)
794
Income planning
782
Approaching retirement
781
Annuities
653
Social Security optimization
625
Active portfolio management
621
General estate planning guidance
445
Retirement withdrawal strategies
433
Options & derivatives strategies
427
Cash flow / budgeting
419
Mid-Career Professionals
399
Private / alternative investments
391
ESG / Sustainable investing
353
HENRY (High Earners, Not Rich Yet)
344
Passive / index investing
318
Charitable giving & philanthropy
290
Business exit / sale strategy
286
Business succession planning
200
Equity compensation tax strategy
199
Self-Employed
189
Multi-generational wealth transfer
148
Business ownership considerations
116
Concentrated stock management
115
Divorce financial planning
106
Real estate investing
68
Married/Couples/Partners
54
Attorney
50
Planning for children with special needs
47
Divorced
46
General tax planning
45
Women Professionals
43
Parents
39
Established Professionals
38
Long-term care insurance
34
Financial Professional
27
Educators, Teachers, and Academics
22
Tax strategies for small businesses
22
Doctor or Medical Professional
17
Life insurance needs analysis
16
Family Business
14
Retired
13
Religious/faith focused
12
Values-based investing
12
Military & Veterans
11
Roth conversion strategy
11
Intergenerational Families
9
Medicare planning
8
Equity Recipients (RS/RSU, SOP, ESPP)
7
Charitable giving tax strategies
6
Young Professionals
6
Debt management
4
Liquidity event planning
4
Disability insurance
3
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