A complete list of active advisors currently associated with West Michigan Advisors
Warmer can help you find a great advisor at West Michigan Advisors or one who fits your needs even better.
West Michigan Advisors (Tamarisk Financial, LLC d/b/a West Michigan Advisors) serves individuals, high‑net‑worth families, family offices, trusts, estates, charitable organizations and businesses with discretionary investment management, financial planning, retirement plan advisory (including ERISA 3(21)/3(38) services), family office services and advisory research. Like most team firms, it provides portfolio management and financial planning for individual clients and generally charges asset‑based advisory fees. The firm constructs customized, primarily long‑term portfolios using ETFs, mutual funds, individual equities and bonds and may include alternative investments; it applies fundamental and technical analysis and an internal due‑diligence process. WMA typically manages accounts on a discretionary basis, maintains ongoing client contact and periodic reviews, and may recommend or oversee independent managers when appropriate. Noteworthy features relative to peers include common ownership with Tamarisk Capital Management, which serves as sub‑adviser to the Defender Risk Adaptive 500 ETF that WMA may recommend; the firm discloses this conflict, maintains information‑barrier controls and pre‑clearance around related trading, and makes unaffiliated alternatives available. The firm also operates as an insurance agency and some advisory personnel are registered representatives of a broker‑dealer—arrangements that create commission and referral conflicts that WMA discloses—while additionally offering family‑office services (concierge, bill‑pay, property management) and model/research services to other advisers.
To learn more about the advisors currently working at West Michigan Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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