Ways to browse advisors serving Novi, MI

Pick a specialty or descriptor to browse more advisors serving Novi, MI.

By how they work

Type	Advisors
Large-firm	4,151
Flat-fee	2,900
Seasoned	1,965
Independent	1,449
CFP®-certified	906

By who they serve

Type	Advisors
High-net-worth	815
Baby Boomer	97
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,857
Executive	2,275
Wealth management	1,986
Retired	1,800
Tax-loss harvesting	1,465
Retirement plans for business owners (SEP, solo 401k)	1,432
Retirement income strategy	1,226
General retirement planning	1,049
Active portfolio management	959
Approaching retirement	778
Private / alternative investments	754
Income planning	746
College savings (529s, UTMA, etc.)	731
General estate planning guidance	710
Cash flow / budgeting	593
Social Security optimization	507
Options & derivatives strategies	468
HENRY (High Earners, Not Rich Yet)	458
Annuities	454
Passive / index investing	434
Business exit / sale strategy	407
Retirement withdrawal strategies	393
Charitable giving & philanthropy	376
Concentrated stock management	298
ESG / Sustainable investing	287
Mid-Career Professionals	235
Business succession planning	230
Equity compensation tax strategy	222
Self-Employed	180
Multi-generational wealth transfer	158
Business ownership considerations	137
Real estate investing	111
Divorce financial planning	108
General tax planning	101
Attorney	71
Married/Couples/Partners	68
Divorced	66
Established Professionals	63
Women Professionals	62
Financial Professional	61
Parents	60
Educators, Teachers, and Academics	56
Roth conversion strategy	53
Long-term care insurance	52
Intergenerational Families	46
Debt management	41
Values-based investing	41
Tax strategies for small businesses	34
Life insurance needs analysis	31
Young Professionals	30
Dentist	25
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	23
Planning for children with special needs	22
Doctor or Medical Professional	21
Factor investing / smart beta	18
Military & Veterans	15
Medicare planning	14
Family Business	13
Retired	12
Charitable giving tax strategies	10
Religious/faith focused	10
Business Financial Management	9
Disability insurance	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
University Employee	7
Business sale tax planning	5
Early retirement planning	5
Liquidity event planning	5
Dual Income Family	4
Startup equity planning	3

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