Grand Rapids, MI Cascade Road SE logo

Grand Rapids, MI Cascade Road SE Office

Team
Updated today
Financial Advisory Corporation logo

Financial Advisory Corporation

Team

Firm-wide stats for Financial Advisory Corporation

Total advisors

9

Across 2 offices

Clients per advisor

29 Very Low

Avg AUM per client

$2,319,252 Very High

HNW client ratio

52% High

About

Financial Advisory Corporation provides wealth management combining investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), retirement plans, and non‑profit/endowment clients. Typical services described in the brochure include determining risk profiles, creating asset‑allocation portfolios, written financial‑planning modules (retirement, estate, tax, education funding), and quarterly reporting.

The firm generally manages client accounts on a discretionary basis and applies an asset‑allocation approach implemented with mutual funds, ETFs, individual bonds, and periodic rebalancing, with portfolio reviews at least quarterly. Its stated methods include both long‑ and short‑term purchase strategies and fundamental analysis, and recommendations are tailored to client objectives, liquidity needs, and risk tolerance.

Distinctive features include a relatively large scale for a nine‑advisor team—approximately $1.104 billion in discretionary assets for about 258 clients—which corresponds to a high average asset level per client and supports custom fee arrangements (two fee calculation methods, a $19,000 annual minimum, and bespoke schedules for accounts over $100 million). The brochure also discloses ERISA fiduciary services for retirement plans, recommends Charles Schwab custody while describing negotiated commission benefits, and notes that the firm advertises third‑party ratings and lists its IARD/CRD number for further verification.

Based on Financial Advisory Corporation

Expertise

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)

Based on Financial Advisory Corporation

Location

4251 Cascade Road SE

Grand Rapids MI 49546

Advisors at this office

7

Advisors at this office

user avatar

Craig R

CFP®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Craig Rayment is a CFP® and Series 63-registered advisor with Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2023 and previously worked for the Great Lakes Region of the Wesleyan Church and Red Cedar Church. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients. The firm manages approximately $972 million in discretionary assets and employs a multi-advisor team approach with an emphasis on asset allocation and tailored portfolios.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Loran F

CFP®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Loran Filson is a CFP® with 16 years of industry experience, currently serving at Financial Advisory Corporation since 1998. He holds a Series 63 license and works as part of a nine-advisor team based in Grand Rapids, MI. Financial Advisory Corporation provides wealth management services that combine investment management with comprehensive financial planning for individuals, retirement plans, and non-profit/endowment clients. The firm employs an asset-allocation approach with discretionary management, using mutual funds, ETFs, individual bonds, and periodic rebalancing tailored to client objectives and risk tolerance.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Nicholas S

ChFC®, Series 66

Grand Rapids, MI

Financial Advisory Corporation

Nicholas Somers is a financial advisor at Financial Advisory Corporation with the designations ChFC® and Series 66. He has two years of industry experience, previously working at Collaborative Wealth Strategies and Royal Alliance Associates, INC., as well as several years at Tyson Foods, Inc. Financial Advisory Corporation provides integrated wealth management services to individual clients, employer retirement plans, and nonprofit/endowment clients, managing approximately $972 million in discretionary assets. The firm employs a multi-advisor team approach with an investment process focused on asset allocation and tailored portfolios, including mutual funds, ETFs, bonds, and cash.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Joel V

CFP®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Joel Vander Meyden is a CFP® with 16 years of industry experience and has been with Financial Advisory Corporation since 2005. He holds the Series 63 designation and is based in Grand Rapids, MI. Financial Advisory Corporation provides wealth management services that combine investment management with comprehensive financial planning for individuals, retirement plans, and nonprofit/endowment clients. The firm manages client accounts on a discretionary basis using an asset-allocation approach tailored to client objectives and risk tolerance.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Christopher S

CFP®

Grand Rapids, MI

Financial Advisory Corporation

Christopher Still is a CFP® professional with 10 years of experience at Financial Advisory Corporation in Grand Rapids, MI. He has been with the firm since 2013 and also maintains a part-time role as Director of Research and Technology at Backyard Marketing, Inc., a business supporting Convention and Visitors Bureaus. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and nonprofit clients through a multi-advisor team. The firm manages approximately $972 million in discretionary assets and emphasizes asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Ryan A

CFP®, CFA®, Series 63

Grand Rapids, MI

Financial Advisory Corporation

Ryan Allen is a CFP® and CFA® with 15 years of industry experience. He has been with Financial Advisory Corporation since 2015. The firm provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. Financial Advisory Corporation employs a multi-advisor team approach, focusing on asset allocation and tailored portfolios with periodic rebalancing and quarterly reviews.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Jackson V

CFP®

Grand Rapids, MI

Financial Advisory Corporation

Jackson Van Dyke is a CFP® at Financial Advisory Corporation in Grand Rapids, MI, with one year of experience in the financial advisory industry. Prior to joining Financial Advisory Corporation, he held roles in transportation and warehousing and engaged in various self-employment endeavors. Financial Advisory Corporation provides integrated wealth management services to individuals, employer retirement plans, and non-profit/endowment clients, managing approximately $972 million in discretionary assets. The firm uses a multi-advisor team approach with a focus on tailored asset allocation and periodic portfolio reviews.

General retirement planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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