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Old Woodward Wealth Management
“I trust the owner with all things money and will continue to utilize his services in the future.”
Best Financial Advisors in Birmingham, MI
24 firms listed · 13 in Birmingham · 2 open weekends · 13 rated 4.5+ · 2 show a license
Data verified October 18, 2026
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Gunder Wealth Management
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Planning Alternatives
“Great Company !!!!!”
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Schechter Wealth
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Cranbrook Financial Partners of Raymond James
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Long Lake Capital Management
The 24 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 24 firms we list here, 13 are in Birmingham itself and 11 come from towns including Troy (2, 4 mi), Auburn Hills (2, 8 mi) and Rochester (2, 10 mi). 14 of the firms on this page have a rating, from 4.0 to 5.0 across 683 reviews; 6 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (85%) and quality (58%). 2 are open on weekends. The services the firms on this page list most often on their websites are tax planning (3), wealth management (3) and investment management (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 53 years. 1 offers a free initial consultation; 2 are family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 19 list a public email and 6 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?
6 of the 24 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.
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Investment Consulting Group
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Strength Capital Partners
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Liberty Capital Management
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Rock Harbor
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Motive Wealth Advisors
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Prosperity Wealth Strategies
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Legacy of America
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Beals, Caruana & McVety
- Job
- Individual
- Tax Return
“Cass, John and Jeremy understand small business and offer sound business and tax advice that can help reduce your tax liability and increase personal wealth.”
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Orfin & Associates
- Meeting
- Fees
- Retirement
“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.”
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Summit Financial Consulting
- Decisions
- Organized
- Team
“The most important thing to me is, I don't understand this realm of the world, and Jim always takes his time to explain it in ways that ill understand.”
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Greenline Retirement
- Team
- Product
- Investment
“We really appreciate the extra benefits of being clients, such as the annual summer party, pumpkin pie at Thanksgiving, and being able to attend Mark's seminars occasionally as well.”
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Blue Chip Partners
- Market
- Goals
- Team
“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.”
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Lock ~ Spiot Tax & Financial Services
“Wendy has helped me tremendously was professional, courteous and would highly recommend them!!!”
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Verde Capital Management
- Confidence
- Portfolio
- Team
“We talked to several other financial advisors at first, but either they were offering what we were already doing, or spent a lot of time in the meeting and offered nothing much.”
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Aquest Wealth Strategies
- Investment
- Financial Planning
- Team
“They have provided me with robust and creative solutions to achieve my financial goals and are always willing to explain strategies and details with on demand and periodic reviews.”
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Jeffrey R. Saunders
- Questions
- Happy
- Trust
“Following my appointment with them, I am grateful to them for being available to answer my additional questions and for their prompt response in returning my voice mail messages.”
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John A. Sanchez & Company - Cpa's & Consultants
- Strategic
- Organized
- Questions
“John is a very professional CPA and I would recommend his accounting services to anyone looking to improve their financials and understand their numbers at a much deeper level.”
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Rochester Wealth Strategies
- Portfolio
- Financial Advisor
- Team
“In the three years that we have relied on RWS we have discovered a whole team who are passionate about growing our net-worth by coordinating revenue streams, tax planning, and social security timing evaluations among other things.”
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
Why these companies made our list
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