View Profile

Wolverine Tax and Financial

(50)

Knowledge
Future
Financial Advisor

“Gabe is transparent about why he recommends certain actions and is always willing to take the time to answer any questions that we have and to help us make decisions that are in alignment with our social values.”

i

View Profile

Timothy Roberts & Associates

(10)

Communication
Tax
Questions

“They were able to exam and prepare multiple years of taxes in just one visit Their level of professionalism and expertise gave me the support I needed to successfully address my tax care needs.”

i

View Profile

Boardwalk Wealth Management - Financial Advising

(15)

Financial Advisor
Call

“Would recommend to anyone looking for a financial advisor that takes his time and treats you like family!!!”

i

View Profile

Advanced Wealth Strategies

(15)

The Future
Team
Financial

“She helped me identify my budgetary needs, helped me identify a long-term & SUSTAINABLE financial plan, helped me get my estate planning done, helped me establish solid identity theft protection and precautions, been available and advised me on any ...”

FAQs

What is The Advanced Process?

The Advanced Process begins with partnering together to help establish your specific goals and objectives. Next, we help you understand your current situation by organizing what you currently have going towards these goals. Once we know where you are and where you want to be, we create a personalized plan designed to help reach your goals. Our holistic approach provides clients with a high-level overview of how all the pieces come together.

Why should I use a professional vs. doing it myself?

We believe that not only do we help our clients develop, design and defend their financial plan, but we also help you make better financial decisions. Through education and navigation, we strive to bring value to your life with more than just investments. Other areas we assist our clients on include adequate protection, cash planning, education planning, estate planning, and tax planning.

Do you work with clients that aren't employed by non-profits?

Yes. Although we specialize in working with those employed by hospitals, universities, and K-12 schools, we do work with families outside of the non-profit space by referral.

Are You a Fiduciary?

Yes! Advisors at Advanced Wealth Strategies are fiduciaries. The fiduciary duty is the highest standard of care in our industry and our advisors act with undivided loyalty and utmost good faith to our clients. Therefore, it is essential we provide you thorough and accurate information, seek the best execution when placing trades, and take measures to mitigate and disclose conflicts of interest if any.

As a Fiduciary, are you required to have this standard of care at all times?

Yes. At Advanced Wealth Strategies, we started our practices as fiduciaries by choice. As fiduciaries, our advisors are always required to act in the best interest of our clients.

More answers can be found on the FAQ page of our website.

i

View Profile

NHC Financial Accountants Ann Arbor

(6)

“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.”

i

View Profile

Imber Wealth Advisors

(5)

“Can't go wrong with this group, just tell them what you want to do!”

i

The 24 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

Of the 24 firms we list here, 23 are in Ann Arbor itself and 1 comes from Plymouth (15 mi). 21 of the firms on this page have a rating, from 4.6 to 5.0 across 143 reviews; 1 has 50 or more reviews. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (3), investment management (2) and tax services (2). 2 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 68 years. 1 offers urgent consultations; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 19 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and 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?

4 of the 24 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.

View Profile

Costello Financial Planning

(1)

“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.”

i

View Profile

Curtis, Bailey, Exelby, & Sposito

(1)

“They are not just accountants and CP As, but trusted advisors in all matters relating to life (personal, financial, business).”

i

View Profile

Darden Wealth Group

(1)

“Every single experience I've ever had with her and Mark has been a great one, so glad I reached out!”

i

View Profile

View Profile

“I highly recommend this company.”

i

View Profile

Pierce Financial Ann Arbor Investment Management

i

View Profile

Lakewood Wealth Management

i

View Profile

Boardwalk Financial Group

i

Average Cost	$3555
Minimum cost	$1185
Maximum cost	$10072
Avg Per Hour Rates	$356

Best Financial Advisors in Ann Arbor, MI

Wolverine Tax and Financial

Timothy Roberts & Associates

Boardwalk Wealth Management - Financial Advising

Advanced Wealth Strategies

NHC Financial Accountants Ann Arbor

Imber Wealth Advisors

Area overview: Ann Arbor, MI

Costello Financial Planning

Curtis, Bailey, Exelby, & Sposito

Darden Wealth Group

Exchange Capital Management

A2 Investment Solutions

Arbor Financial

Affinity Wealth Solutions

Arbor Trust Wealth Advisors

Shope & Associates

Retirement

A New Path Financial Services

Pollock Investment Advisors

Provizr

Legacy Wealth Partners

B. Riley Wealth Management

Pierce Financial Ann Arbor Investment Management

Lakewood Wealth Management

Boardwalk Financial Group

Retirement Planning and Investment Management Services in Ann Arbor, MI Cost Estimates

Why these companies made our list

Financial Advisors near Ann Arbor

Popular in Ann Arbor