Best Financial Advisors in Birmingham, MI

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Birmingham area.

Merchant Tree

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.”
In Business Since 2008
Transparent Fees & Pricing
33477 Woodward Ave #1000, Birmingham, MI 48009
i
Amherst Partners

Amherst Partners

(1)
M&A Advisory, Capital Raising
“Very nice office space for Amherst Partners.”
In Business Since 1999
Transparent Fees & Pricing
255 E Brown St #120, Birmingham, MI
i
Denha & Associates

Denha & Associates

(4)
Estate Planning, Additional Services, Asset Protection Services
“Denha, is not good attorney, He is an excellent attorney”
In Business Since 2009
550 W Merrill St #100, Birmingham, MI 48009
i
Gunder Wealth Management

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...”
In Business Since 2019
932 Davis Ave, Birmingham, MI 48009
i
Planning Alternatives

Planning Alternatives

(1)
“Great Company !!!!!”
In Business Since 1999
255 S Old Woodward Ave, Birmingham, MI 48009
i
Schechter Wealth

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...”
In Business Since 2002
111 E Merrill St, Birmingham, MI 48009
i
Calderone Advisory Group

Calderone Advisory Group

Litigation Support, Turnaround Management, Performance Improvement
“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...”
In Business Since 2014
550 W Merrill St #100, Birmingham, MI 48009
i
Cranbrook Financial Partners of Raymond James

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 ...”
In Business Since 2015
Family Business
325 N Old Woodward Ave Ste 320, Birmingham, MI 48009
i
Mies & Company

Mies & Company

Banking & Lender Services, Financial Services, Managerial Services
“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...”
In Business Since 2010
1064 Oxford St, Birmingham, MI 48009
i
Motive Wealth Advisors

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...”
In Business Since 2021
525 W Merrill St, Birmingham, MI 48009
i
Strength Capital Partners

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...”
In Business Since 2005
350 N Old Woodward Ave # 100, Birmingham, MI
i
Liberty Capital Management

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.”
In Business Since 2022
401 S Old Woodward Ave Ste. 430, Birmingham, MI
i
Woodward Financial Corporation

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...”
In Business Since 2009
1050 Webster St, Birmingham, MI 48009
i
Prosperity Wealth Strategies

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...”
In Business Since 2019
320 Martin St Suite 240, Birmingham, MI 48009
i
KMG Fiduciary Partners

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 ...”
In Business Since 2018
401 S Old Woodward Ave STE 300, Birmingham, MI 48009
i
Rock Harbor

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 ...”
In Business Since 2014
390 Park St Suite 250, Birmingham, MI 48009
i
Florian Partners

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.”
In Business Since 2014
Family Business
725 Adams Rd, Birmingham, MI 48009
i
Legacy of America

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...”
In Business Since 2019
401 S Old Woodward Ave Suite 420, Birmingham, MI 48009
i
Blue Chip Partners

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.”
In Business Since 2012
Accepts All Major Credit Cards
38505 Country Club Dr, Farmington Hills, MI
i
Verde Capital Management

Verde Capital Management

(40)
  • Confidence
  • Future
  • Team
“From suggesting ways to save on homeowner's insurance to starting a 401K account for our business, they are there to make suggestions and help implement their strategies.”
In Business Since 2008
Serving Birmingham Area
i
Gold & Associates

Gold & Associates

(5)
Tax Attorney, Guardianship and Conservatorships, Probate
“He stays current with the ever changing rules and regulations covering the areas of his legal practice.”
In Business Since 2015
Free Initial Consultation
Serving Birmingham Area
i
Autumn Financial Advisors

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.”
In Business Since 2017
Family Business
Serving Birmingham Area
i
Beals, Caruana & McVety

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.”
In Business Since 2016
Licensed, BBB Rating: A+
707 E Maple Rd # 100, Troy, MI
i
The Accounting Office

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.”
Accepts All Major Credit Cards
In Business Since 1994
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Birmingham Area
i

Retirement Planning and Investment Management Services in Birmingham, MI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 379 cost profiles
Click to copy
Successfully copied!
Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 379 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top