Best Financial Advisors in Grand Rapids, MI

24 firms listed · all 24 in Grand Rapids · 21 rated 4.5+ · 2 show a license

Data verified October 21, 2026

Goodlander Swett & Rybicki

Goodlander Swett & Rybicki

(9)
“Was nervous from all the good reviews that it would be expensive to file, but as soon as my appointment started I was able to ask all the questions I needed and got an extremely reasonable quote to file.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1992
4462 Plainfield Ave NE, Grand Rapids, MI
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Voisard Asset Management Group

Voisard Asset Management Group

(7)
  • Knowledge
  • Goals
  • Retirement
“Doug Voisard has been an invaluable resource to my husband and me for more than twenty five years, guiding our personal finances, pre and post retirement, initially when he was with Fifth Third Bank and later after he founded his own firm.”
In Business Since 2005
BBB Rating: A+
99 Monroe Ave NW #504, Grand Rapids, MI
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NPF Investment Advisors

NPF Investment Advisors

(1)
“Chad Dutcher and the expert staff at NPF Investment Advisors have been just phenomenal.”
Transparent Fees & Pricing
In Business Since 1936
BBB Rating: A+
40 Pearl St NW Suite 500, Grand Rapids, MI
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Midwest Capital Advisors

Midwest Capital Advisors

(1)
“The visibility of seeing everything in one spot, playing out various scenarios and understanding the uniqueness of our situation has been truly invaluable.”
In Business Since 2006
CRD# 125389
630 Kenmoor Ave SE Suite 206, Grand Rapids, MI
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Eastown Financial Advisors

Eastown Financial Advisors

(5)
  • Tax
“They have done my taxes for over 14 years.”
In Business Since 2003
BBB Rating: A+
1514 Wealthy St SE STE 226, Grand Rapids, MI
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Calder Financial Group

Calder Financial Group

(11)
“I'm not exaggerating when I say the 2 hours I spent sitting down with Calder and learning about financial agility were the best 2 hours I'd spent in a long time.”
In Business Since 1991
BBB Rating: A+
1331 Lake Dr SE #100, Grand Rapids, MI
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The 24 firms listed for Grand Rapids, 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: Grand Rapids, MI

All 24 firms we list here are in Grand Rapids itself. We have 79 firms in Grand Rapids on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.3 to 5.0 across 140 reviews; 21 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), accounting (2), for individuals (2), investment management (2) and taxes (2). 2 show a license on their websites and 13 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 19 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Grand Rapids take financial planning bookings online?

4 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.

Baker Holtz

Baker Holtz

(4)
“We are completely, 100% satisfied with the excellent service--tax return prep, tax planning, YE estimates, business advice--provided by the accountants and tax managers at Baker Holtz.”
In Business Since 1982
BBB Rating: A+
161 Ottawa Ave NW #200, Grand Rapids, MI
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Boerkoel & Boerkoel

Boerkoel & Boerkoel

(3)
“I've been working with Bob Boerkoel for over 10 years, and he's one of the most genuine and sincerely caring guys I've worked with since I've been in business.”
Accepts All Major Credit Cards
In Business Since 1953
BBB Rating: A+
946 Cherry St SE, Grand Rapids, MI
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Kroon & Mitchell

Kroon & Mitchell

(8)
  • Job
“I can think of three separate occasions where he has gone the extra mile to make sure my tax/investment plan was working for me, especially considering the new tax reform and what it means for my business.”
In Business Since 1994
29 Pearl St NW # 400, Grand Rapids, MI
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Culver CPA Group

Culver CPA Group

(12)
“Followed their simple checklist, brought in the documents they needed, and they returned a folder with copies of my returns and stamped envelopes for me to send in checks to federal/state/local.”
Accepts All Major Credit Cards
In Business Since 1980
BBB Accredited
1419 Coit Ave NE, Grand Rapids, MI
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Thatcher Wealth Management

Thatcher Wealth Management

(3)
  • Planning
“William created a personalized "Social Security Timing" take-home report outlining our suggested options.”
In Business Since 2021
BBB Accredited
4843 Cascade Rd SE Ste 400, Grand Rapids, MI
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Schwallier Wealth Management

Schwallier Wealth Management

(8)
“Very good place to invest , honorable people and trusting , made me more money this year than Fidelity , Athene , New York Life and all my other investments , I recommend”
In Business Since 2009
607 Cascade W Pkwy SE, Grand Rapids, MI
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Watkins Ross

Watkins Ross

(7)
  • Team
“I know there are others at the firm that back her up in delivering such outstanding service, but words cannot describe her reliability, accuracy, and dedication to client service year after year.”
In Business Since 1997
200 Ottawa Ave NW Suite #600, Grand Rapids, MI
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Aspen Investment Management

Aspen Investment Management

In Business Since 1996
BBB Rating: A+
4020 E Beltline Ave NE # 103, Grand Rapids, MI
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Global Financial Trust

Global Financial Trust

(8)
  • Retirement
“They have delivered on my desire to grow the value of my retirement account and keep it safe during economic downturns, like what we are currently experiencing.”
In Business Since 2010
BBB Accredited
770 Kenmoor Ave SE STE 203, Grand Rapids, MI
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O'Neill Asset Management

O'Neill Asset Management

(4)
“Great non biased place to invest money”
In Business Since 2014
346 Wealthy St SE, Grand Rapids, MI
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Bright Future Financial Services

Bright Future Financial Services

(3)
“Amazing as usual!”
In Business Since 2019
3501 Lake Eastbrook Blvd SE #222, Grand Rapids, MI
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Clearvista Advisors

Clearvista Advisors

(7)
  • Investment
  • Financial Planning
  • Market
“I was very impressed with the service the trust fund received over the years and Melissa's professionalism and efforts to provide the best service possible.”
In Business Since 2021
630 Kenmoor Ave SE STE 104 Suite 104, Grand Rapids, MI
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Eagle Strategies

Eagle Strategies

(1)
“This review is for advisor David Peerboom.”
In Business Since 2009
333 Bridge St NW UNIT 205, Grand Rapids, MI
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The Masters Financial Group

The Masters Financial Group

(1)
“Professional, responsive, meets people where they are.”
In Business Since 1998
11253 Tallmadge Woods Dr, Grand Rapids, MI
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Mosaic Wealth Management

Mosaic Wealth Management

In Business Since 2010
Accepts All Major Credit Cards
607 Cascade W Pkwy SE, Grand Rapids, MI
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Moerdyk Financial

Moerdyk Financial

Family Business
Accepts All Major Credit Cards
In Business Since 2008
BBB Rating: A+
5005 Cascade Rd SE B, Grand Rapids, MI
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Blodgett Wealth Management

Blodgett Wealth Management

In Business Since 2007
Accepts All Major Credit Cards
220 Lyon St NW # 540, Grand Rapids, MI
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Edge Wealth Management

Edge Wealth Management

In Business Since 2021
Licensed
3196 Kraft Ave SE STE 101, Grand Rapids, MI
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HomeWealth Management AdvisorsMichiganGrand Rapids, MI

Retirement Planning and Investment Management Services in Grand Rapids, MI Cost Estimates

Minimum cost
$1218
Maximum cost
$10353
National Average
$3654
Avg Per Hour Rates
$366
$2436
$6699
Typical price range is based on 516 cost profiles
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Average Cost $3654
Minimum cost $1218
Maximum cost $10353
Avg Per Hour Rates $366

Typical range $2436 to $6699 is based on 516 cost profiles.

Why these companies made our list

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