Investment Consulting Group
“Always available and responsive; clearly focused on our needs; and always very clearly explains the risks and potential solutions moving forward.”
Best Financial Advisors in Birmingham, MI
15 firms listed · 12 in Birmingham · 1 open weekends · 6 rated 4.5+
Data verified October 18, 2026
Old Woodward Wealth Management
“I trust the owner with all things money and will continue to utilize his services in the future.”
Gunder Wealth Management
Planning Alternatives
Schechter Wealth
Cranbrook Financial Partners of Raymond James
The 15 firms listed for Birmingham, 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: Birmingham, MI
Of the 15 firms we list here, 12 are in Birmingham itself and 3 come from Troy (2, 4 mi) and Franklin (1, 4 mi). 7 of the firms on this page have a rating, from 4.0 to 5.0 across 220 reviews; 2 have 50 or more reviews and 6 are rated 4.5 or higher. 1 is open on weekends. 1 has a BBB rating of A or A+. 10 have ten or more years of experience, the longest 29 years. 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 11 list a public email and 2 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 firms listed for Birmingham take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Motive Wealth Advisors
Long Lake Capital Management
Liberty Capital Management
Rock Harbor
Strength Capital Partners
Legacy of America
Beals, Caruana & McVety
“John was very helpful and quick to process our return.”
Wealth Trac Financial
“Avery has provided us great financial advice for many years and we are now ok to retire any time we choose”
Hinkson Wealth Management
“From retirement planning to starting our sons' 529s, they have exceeded our expectations and helped us every step along the way.”
Why these companies made our list
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