Best Financial Advisors in Farmington Hills, MI

Handpicked from 120 vetted & reviewed Financial Planning & Wealth Management firms in the Farmington Hills area, discover the top 5 elite providers among the selected group of 24 finalists.

Blue Chip Partners

Blue Chip Partners

(4)
Overview, Executive Compensation, Retirement Planning
“BCP offers online tools and access that is clear to help the novice feel comfortable yet empowered on how to see the current financial plan, plus work as a team to help one project life event scenarios for future planning.”
In Business Since 2014
Transparent Fees & Pricing
Accepts All Major Credit Cards
38505 Country Club Dr, Farmington Hills, MI
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Corporate Accounting Services, Cpa's

Corporate Accounting Services, Cpa's

(5)
Services For Individuals, Payroll, Part-Time CFO Services
“Headed by Bruce Berndt CPA, Corporate Accounting is the perfect partner to have on your team, whether you are a small business owner-individual or MNC.”
In Business Since 1998
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
25882 Orchard Lake Rd #106, Farmington Hills, MI
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Farquharson, Pointon & Lepsetz, Cpa's

Farquharson, Pointon & Lepsetz, Cpa's

(9)
Tax Service, Business Services, Quickbooks
“I truly realized the quality of service we recieved from him when the private equity firm that was buying us sent not one, but two big six firms to perform due diligence - and they found not a single thing out of order in our books.”
In Business Since 1996
Transparent Fees & Pricing
Remote Consultations Available
Offers Financing Options
31500 W 13 Mile Rd #114, Farmington Hills, MI
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John A. Sanchez & Company

John A. Sanchez & Company

(21)
  • Team
  • Questions
“John and his staff are very professional and work very hard to make sure they answer all my questions as well as help implement strategies for growth of my company as well as help limit my tax liabilities.”
In Business Since 2010
Free Initial Consultation
Serving Farmington Hills Area
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Financial & Portfolio Advisors

Financial & Portfolio Advisors

(2)
Investment Management, Modular Services, Comprehensive Services
“At the very least, you should spend time with them and do a full review of your investments.”
In Business Since 1990
Accepts All Major Credit Cards
Licensed
15855 Farmington Rd, Livonia, MI
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Thomas & Associates

Thomas & Associates

Services For Individuals, Business Services, Quickbooks Services
“Asset allocation is the distribution of investments among asset classes. Asset classes include different types of stocks, bonds, and mutual funds. It is a significant factor in determining your investment return relative to risk. Proper asset allocat...”
In Business Since 2008
Free Initial Consultation
Transparent Fees & Pricing
38345 W 10 Mile Rd STE 320, Farmington Hills, MI
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Senior Financial Center

Senior Financial Center

(5)
Retirement Strategies, Tax Planning, Social Security
“All of the financial planners that we had used or inquired with just wanted to manage our funds and their answers were all the same: "Just keep putting your money in IRA's and let the market work for you.”
In Business Since 2013
37000 Grand River Ave Suite 250, Farmington Hills, MI
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Financial Focus

Financial Focus

(1)
Invest, Manage, Insure
“Very personal firm with an intimate setting and focused and knowable staff.”
In Business Since 2006
Transparent Fees & Pricing
Accepts Cash
31731 Northwestern Hwy #261W, Farmington Hills, MI
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Great Lakes Family Probate & Estates

Great Lakes Family Probate & Estates

(20)
“My friend highly recommended Kimberly after she had worked diligently to help family members during a highly sensitive process of settling their estate issues.”
In Business Since 2020
Free Initial Consultation
Serving Farmington Hills Area
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Wasserman Wealth Management

Wasserman Wealth Management

(1)
“As a young investor with a smaller amount of assets to offer to manage, I didn't expect nearly the attention he's given me, or the time he's been willing to spend with me to help me learn.”
In Business Since 2008
Transparent Fees & Pricing
31700 Middlebelt Rd # 130, Farmington Hills, MI
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Stoney Creek Advisors

Stoney Creek Advisors

(1)
Portfolio Management, Retirement Planning, Estate & Legacy Planning
“Stoney Creek Advisors of Rochester Hills Michigan provided me with great advice on solutions to my retirement income now that I am no longer working.”
In Business Since 2016
445 S Livernois Rd #105, Rochester Hills, MI
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Cobblestone Financial Services

Cobblestone Financial Services

(2)
Investment Planning, Financial Planning & Estate Planning Services, Estate Planning
“He is very attentive to my phone calls and I appreciate his professional perspective to help my investment decisions.”
In Business Since 2017
Transparent Fees & Pricing
Serving Farmington Hills Area
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Blackheath Capital Management

Blackheath Capital Management

(1)
“He is a fee-only financial planner, so I felt like the advice was genuine - and I wasn't sold a plan I didn't need.”
In Business Since 2021
1700 W Hamlin Rd Suite 100, Rochester Hills, MI
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Consolidated Financial Corporation

Consolidated Financial Corporation

“Highly compensated professionals, business owners and affluent families present different opportunity and obstacles than many others. Our team has over thirty-five years of experience in building and preserving wealth. We specialize in areas such as ...”
In Business Since 1995
29905 Middlebelt Rd, Farmington Hills, MI
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Financial Network

Financial Network

“Our job is to take inventory of your finances so we get a big picture view of your financial situation. After we gain clarity of your financial goals, we establish a plan to help you work toward them.”
In Business Since 2015
30833 Northwestern Hwy # 125, Farmington Hills, MI
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David N. Goldberg

David N. Goldberg

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2008
37811 W 12 Mile Rd #101, Farmington Hills, MI
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Financial Architects

Financial Architects

(6)
Asset Management, Business Succession Planning, Estate Planning
“I would not think of choosing a health insurance program, a Medicare Supplement, or a prescription plan without Chris's help.”
In Business Since 1998
39395 W 12 Mile Rd Suite 102, Farmington Hills, MI
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Lau & Lau Associates

Lau & Lau Associates

(2)
Private Wealth Services, Corporate Benefit Solutions
“Jonathan Lau fully understands my family needs in the future and has developed a solid wealth portfolio that has performed exceptionally well.”
In Business Since 2006
Serving Farmington Hills Area
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Michigan Pension & Financial

Michigan Pension & Financial

“Registered representative - Securities offered through Cambridge Investment Research, Inc. a Broker Dealer, member Representatives of Michigan Pension & Financial, Inc. are registered to offer securities in the following states: Arizona, California, ...”
In Business Since 2007
31500 W 13 Mile Rd Suite #110, Farmington Hills, MI
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Yeo & Yeo Cpas & Business Consultants

Yeo & Yeo Cpas & Business Consultants

(1)
Cpas & Advisors, Tax Planning, Business Consulting
“I've been using this company for my taxes for several years and they're fantastic, professional, and responsive to my questions.”
In Business Since 1996
Serving Farmington Hills Area
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Thomas Financial Company

Thomas Financial Company

(1)
Retirement Planning, Investments, Legacy Planning
“Super great friendly knowledgeable people!”
In Business Since 2009
Serving Farmington Hills Area
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Arrowroot Family Office

Arrowroot Family Office

(3)
Multi Family Office Services, Financial Planning Services, Wealth Management Services
“She is knowledgeable, experienced and absolutely aligns to helping you achieve your personal goals with a strategy that meets you where you are, but grows you to where you want to be.”
In Business Since 2017
725 Barclay Cir Suite 215, Rochester Hills, MI
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Bridgeriver Advisors

Bridgeriver Advisors

(3)
“I've ben through the cooperate investment companies with my own "dedicated" agent for 20+ years but no one has timed the market like Dan did for me during the 1st Quarter of 2022 when we pulled out and now slowing re-entering when it's at 32.”
In Business Since 2009
Serving Farmington Hills Area
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Schwartz & Co Investment Advisors

Schwartz & Co Investment Advisors

(2)
“I have personally known the Schwartz family for nearly 30 years and have been a client for 10 years.”
In Business Since 2002
Serving Farmington Hills Area
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Retirement Planning and Investment Management Services in Farmington Hills, MI Cost Estimates

Minimum cost
$1130
Maximum cost
$9598
National Average
$3388
Avg Per Hour Rates
$339
$2259
$6211
Fair price range is based on 403 cost profiles
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Average Cost $3388
Minimum cost $1130
Maximum cost $9598
Avg Per Hour Rates $339

Fair range $2259 to $6211 is based on 403 cost profiles.

Why these companies made our list

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