Wolverine Tax and Financial
“They get back to you fast, are very engaged and careful about your concerns, and communicate clearly to a tax/accounting “layperson.”
Best Financial Advisors in Ann Arbor, MI
22 firms listed · all 22 in Ann Arbor · 1 open 24/7 · 1 open weekends · 17 rated 4.5+
Data verified October 21, 2026
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Boardwalk Wealth Management - Financial Advising
“Fadi was very knowledgeable and simplified investing and financial planning for me.”
Imber Wealth Advisors
“These are great folks who don't just help you achieve your financial goals, but they give back to the community.”
NHC Financial Accountants Ann Arbor
“Going above and beyond: Every time I have connected with NHC with questions throughout the year, they have been there for us, with answers and solid direction.”
Lakewood Wealth Management
“They have been handling my investments for several years, and doing quite well”
Costello Financial Planning
“He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together.”
The 22 firms listed for Ann Arbor, MI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Ann Arbor, MI
All 22 firms we list here are in Ann Arbor itself. We have 36 firms in Ann Arbor on file; this page shows the highest-rated 22. 19 of the firms on this page have a rating, from 3.7 to 5.0 across 176 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. 1 has a BBB rating of A or A+. 18 have ten or more years of experience, the longest 68 years. 1 offers urgent consultations; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 22 of the firms on this page; 20 publish a contact page; 17 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Ann Arbor offer a free first meeting?
3 of the 22 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Darden Wealth Group
“Every single experience I've ever had with her and Mark has been a great one, so glad I reached out!”
Retirement
“Very knowledgeable and super friendly staff.”
A2 Investment Solutions
“Always appreciate the wealth of information and soft approach Joe takes to present recommendations.”
A New Path Financial Services
“From the very beginning, she took the time to truly understand my goals, my concerns, and what financial security means to me personally.”
Petersmark Financial Network Limited
“They've helped me with my IRA and investments and provided valuable guidance on my term and whole life insurance policies.”
Arbor Financial
“He is top 1% smart and has a great way of sifting through the detail to see what is really important.”
Shope & Associates
“Our family trusts Shope & Associates for financial planning and recommendations.”
Arbor Trust Wealth Advisors
“If you're looking for a good financial partner, be sure to check them out”
Affinity Wealth Solutions
Provizr
“I really appreciated the personal attention in exploring options developing a plan to meet my retirement goals.”
Fineberg Wealth Management
“I recommend his services to anyone searching for a genuine businessman with his clients interests at the forefront of his business.”
Legacy Wealth Partners
“She listens carefully and fully, assesses many pathways forwards, and bring creativity, knowledge and deep expertise to the process and the plan(s).”
Pierce Financial Ann Arbor Investment Management
Curtis, Bailey, Exelby, & Sposito
“They are not just accountants and CP As, but trusted advisors in all matters relating to life (personal, financial, business).”
Boardwalk Financial Group
North Star Financial Advisors
Why these companies made our list
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