Best Financial Advisors in Birmingham, MI

“They provided me with everything I needed A to Z and truly ensured I was supplied with the top of the line equipment / point of sale system to fit my business needs.”

“Very nice office space for Amherst Partners.”

“I trust the owner with all things money and will continue to utilize his services in the future.”

“Gunder Wealth Management (GWM) is a fee-only financial planning firm based in metro Detroit dedicated to creating better financial lives for busy individuals and families. GWM leverages technology to provide clients with efficient, prompt, and high-q...”

“Great Company !!!!!”

“Investment portfolio management is core to what we do. However, wealthy families have needs that go beyond building an investment portfolio suited for their needs. Our diversified expertise lets us use every wealth management tool for your benefit, a...”

“Calderone Hudson Group, initially established in 2014 by Alex Calderone as Calderone Advisory Group, is a premier boutique financial advisory and litigation support consulting firm headquartered in metropolitan Detroit that serves clients across the ...”

“Strolling the streets of our town, you find quaint shops and friendly faces greeting you – the kind that welcome you by name and know why you've come. That feeling of connection is one of the reasons we've built our lives and our businesses here. At ...”

“Mies and Company, Inc. is a financial and managerial consulting firm located in southeast Michigan and serving the Detroit metro area for more than 24 years. With over 40 years in top level management, few understand the industry as well as, understa...”

“Long Lake is primarily focused on the preservation, and growth, of client capital while aiming to outperform the S&P 500 over a three to five year time horizon. While cognizant of short-term performance, Long Lake does not seek to outperform the S&P ...”

“Welcome to the forefront of financial empowerment and strategic growth. At the Investment Consulting Group, we are dedicated to safeguarding and nurturing your financial future through expertly tailored wealth management strategies. Our commitment to...”

“Strength Capital invests throughout the United States in businesses with $3 million to $20 million in EBITDA. We pursue investments in a wide range of industries, including a primary focus on manufacturing, distribution, infrastructure and industrial...”

“Since finances advance life goals, we take our role beyond investment advisor. We are your mentor, sounding board, and trusted counsel to help you make the best decisions for your life and your legacy.”

““After spending a decade in the wholesale industry, I saw an opportunity for a different way to distribute financial strategies to advisors across the country. Traditional wholesale models can get bogged down in activity tracking and an overwhelming ...”

“For more than 20 years, Jim has been advising clients with complex financial situations such as those involving privately held businesses (often further complicated by shared family ownership); the knottiest of executive compensation packages; and th...”

“Nicole Gopoian Wirick, JD, CFP® is the financial planner and investment advisor who founded Prosperity Wealth Strategies. While many clients are based here in SE Michigan, Prosperity Wealth Strategies serves clients in Northern Michigan, Florida, Ohi...”

“We are especially appreciative with the way that Jonathan Johnson has handled our account and assisted us in making the necessary decisions regarding our retirement.”

“They helped us make clear, sensible goals, their customer service is always amazing, and they even pointed out an error that our accountant had made filing our taxes.”

“I can't begin to express how amazing The Accounting Office is: They answer all of our questions (no extra charges), call to check in on us and are very professional and personable.”

“We get invitations like every other day to have a "free" dinner hosted by retirement planers, but most were on days that I worked until Dan Orfin's held on a day I was off and it was at Andiamo's so we went.”