Top financial advisors working with divorced clients in Wyoming, 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, especially when dividing assets like pensions or retirement accounts. Without an advisor familiar with divorce-related financial issues, you risk overlooking key tax implications or missing out on fair asset division.
- Pension and retirement insight. Confirm how they handle pension division, especially with Michigan's auto industry ties affecting retirement benefits.
- Tax impact awareness. Ask how they navigate tax consequences from asset transfers or settlements during divorce.
- Cash flow and budgeting. Divorce changes your income and expenses; see how they help you plan for your new financial reality.
- Collaborative approach. Divorce often involves lawyers and other professionals; check how they coordinate with your team to align financial strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Randy R
CFP®, Series 63, Series 66
Grand Rapids, MI
Edward Jones
Randy Renker's 21 years at Edward Jones equip him to address complex divorce financial planning, including pension division and tax implications relevant to Michigan clients. His CFP® certification and experience with multi-generational wealth and business ownership provide a broad perspective, while Edward Jones' large firm resources support diverse investment strategies and client needs in the Grand Rapids area.
Experience: 21 years
Avg account: $246,728
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Garrett S
Series 63, Series 66
Wyoming, MI
Mass Mutual Investors Services
Garrett Schwan specializes in divorce financial planning and cash flow management, making him well-equipped to address the financial complexities faced by divorced clients in Wyoming, MI. With 13 years of experience at Mass Mutual Investors Services, a large firm offering collaborative, goal-oriented planning and educational seminars, he brings a structured approach that integrates estate and wealth transfer guidance alongside his expertise in working with divorced individuals.
Experience: 13 years
Avg account: $249,379
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Amber C
Series 66
Grand Rapids, MI
Merrill
Amber Coleman specializes in divorce financial planning and retirement income strategy, making her well-equipped to handle the complex financial decisions faced by divorced clients in Wyoming, MI. With 16 years of experience at Merrill, a large firm, she serves executive and retired clients, offering a 1.10% AUM fee for managed strategies and fluency in English and Spanish, which may benefit diverse client needs.
Experience: 16 years
Avg account: $860,085
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