Top financial advisors working with divorced clients in Novi, MI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Divorce often triggers complex financial decisions, from dividing assets to managing new budgets and retirement plans. Without focused expertise, advisors might overlook pension benefits or tax implications unique to your situation.
- Pension and retirement insight. Confirm how they handle pension division and retirement accounts, especially given Novi's auto industry ties.
- Asset division strategies. Ask about their approach to fairly splitting investments, property, and debts to protect your financial future.
- Tax impact awareness. Divorce can change your tax filing status and liabilities; ensure they consider these shifts in your planning.
- Cash flow management. Post-divorce budgets often tighten; check how they help you adjust spending and savings accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott T
CFP®, Series 63, Series 66
Ann Arbor, MI
Edward Jones
Scott Tousa's 19 years of experience and CFP® certification equip him to address the financial complexities faced by divorced clients, including retirement income strategy and liquidity event planning. Based in Ann Arbor with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with an AUM fee up to 1.35%, serving both high-net-worth and non-high-net-worth households.
Experience: 19 years
Avg account: $246,728
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Aaron P
CFP®, Series 65
Rockford, IL
Savant Wealth Management
Aaron Popyk specializes in assisting divorced clients with retirement income strategy and Social Security optimization, which are crucial for managing post-divorce financial changes. Operating from Plymouth, MI, he offers flat-fee divorce planning through Savant Wealth Management, a large firm known for evidence-based, tax-aware investment strategies, providing a structured yet customizable approach compared to other advisors in the Novi area.
Experience: 3 years
Avg account: $2,108,203
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Julie Q
CFP®
Howell, MI
Cultivate Financial Wellness, LLC
Julie Quick specializes in divorce financial planning with over 22 years of experience, focusing on cash flow, budgeting, and retirement income strategies, which are crucial for managing post-divorce finances. Based in Howell, MI, she offers flat-fee and project-based pricing through her independent firm, Cultivate Financial Wellness, and uniquely supports divorced women, leveraging her CFP® certification and founder experience to address their specific financial challenges.
Experience: 22 years
Avg account: $819,199
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Nora K
Series 63, Series 65, Series 66
Bloomfield Hills, MI
Merrill
Nora Kolar specializes in divorce financial planning and retirement income strategy, making her well-equipped to address the complex financial decisions faced by divorced clients in the Novi area. As a seasoned advisor at Merrill with 26 years of experience, she serves high-net-worth individuals and offers a 1.10% AUM fee for managed strategies, distinguishing her through a large-firm platform and expertise with medical professionals and women clients.
Experience: 26 years
Avg account: $860,085
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James D
Series 66
Southfield, MI
LPL Financial
James Darden II specializes in divorce financial planning and cash flow management, making him well-suited for clients navigating post-divorce financial complexities in the Novi area. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive planning and asset management, he combines four years of experience with a legal background and Series 66 designation, providing a unique blend of financial and legal insight.
Experience: 4 years
Avg account: $399,489
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