The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Birmingham area.
Learn how we score.
Prominent finalists A-Z in Birmingham
Amherst Partners
Autumn Financial Advisors
Beals, Caruana & Company
Blue Chip Partners
Calderone Advisory Group
Cranbrook Financial Partners of Raymond James
Denha & Associates
Dyrect Professional Services
First Commerce Financial
Florian Partners
Gunder Wealth Management
KMG Fiduciary Partners
Legacy of America
Liberty Capital Management
Merchant Tree
Mies & Company
Motive Wealth Advisors
Planning Alternatives
Prosperity Wealth Strategies
Rock Harbor
Schechter Wealth
Strength Capital Partners
The Accounting Office
Woodward Financial Corporation
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Merchant Tree
(14)
Credit
“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.”
“Denha, is not good attorney, He is an excellent attorney”
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Gunder Wealth Management
Financial Planning, Investment Management
“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...”
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Planning Alternatives
(1)
“Great Company !!!!!”
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Schechter Wealth
“Investment portfolio management is core to what we do. However, wealthy families have needs that go beyond building an institutional quality investment portfolio. Our diversified expertise lets us use every wealth management tool for your benefit, an...”
“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...”
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Cranbrook Financial Partners of Raymond James
“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 ...”
“After spending a number of years at some of the financial consulting industry's leading firms, while working across different geographical markets spanning from New York to Las Vegas, our professionals decided to band together to bring cost-effective...”
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Motive Wealth Advisors
“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...”
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Strength Capital Partners
“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...”
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Rock Harbor
““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 ...”
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Liberty Capital Management
“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.”
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Prosperity Wealth Strategies
“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...”
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Woodward Financial Corporation
“As one of Michigan's largest commercial mortgage firms, Woodward Birmingham Financial Group has more than 30 years of experience in all areas of commercial real estate financing, acquisition and disposition throughout the Eastern United States. Despi...”
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KMG Fiduciary Partners
“You work hard for your assets, so we work equally hard at developing and implementing strategies for long-term success aimed expressly at achieving your goals. We're KMG Fiduciary Partners, an independent financial planning and asset management firm ...”
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Florian Partners
Mergers and Acquisitions (M&A), Real Estate
“Lower middle market firm advising companies with revenues between $10 million to $100 million. Our clients include family offices, private equity firms, and family-owned companies.”
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Legacy of America
“With bachelor's and master's degrees in mechanical engineering, my educational background is completely different from the typical in financial services. Different than engineering, if you decided you wanted to be a financial professional, in about s...”
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Blue Chip Partners
(49)
Executive Compensation, Estate Planning, Overview
“Our agent, Naoko Mc Kelvey our long term agent, is always available to address our concerns, knowledgeable of market conditions with well thought out options.”
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Autumn Financial Advisors
(2)
“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.”
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Beals, Caruana & McVety
(48)
Bookkeeping, Wealth Management, Tax & Accounting
“The accounting side of running a business is the hardest part for me and we wouldn't be where we are today without their professional advice and expertise.”
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The Accounting Office
(45)
The Accounting Office, Accounting and Tax Planning
“But now, having been with The Accounting Office since 2013, we confidently rely on their support, availability, professionalism, knowledge and friendliness - all at a great value.”
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Dyrect Professional Services
(47)
Tax Services, Services For Individuals, Business Services
“As a new business owner, I was SCARED to file taxes thinking "did I do it right" or "will I owe", when I first met with Derrick I told him I'm sorry if every is a mess, I don't know what I'm doing.”
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First Commerce Financial
(50)
Options
Sound
Home
“I've had the privilege of partnering with Ken and Kirk for three years, and I can confidently say that they are a true professionals in the mortgage industry.”
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Retirement Planning and Investment Management Services in Birmingham, MI Cost Estimates