Best Financial Advisors in Muskegon, MI

The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the Muskegon area.

Braeburn Wealth Management

Braeburn Wealth Management

(13)
  • Portfolio
  • Market
  • Team
“From top to bottom, the individuals at this company take great pride with what they do, and they make sure you're comfortable and happy with your account.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2016
111 W Western Ave, Muskegon, MI
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H&S Companies

H&S Companies

(9)
  Assurance,   Wealth Management,   Manufacturing Specialists
“I made an innocent mistake on my taxes from 2015, had the IRS telling me I owed more money than I thought I did, hired Mike Farmer to help me figure it out, and the outcome was better than I had hoped.”
Accepts All Major Credit Cards
In Business Since 1987
4985 Harvey St, Muskegon, MI
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Millennium Capital Management

Millennium Capital Management

(1)
“Brandon genuinely wants to set you up for long-term, financial success and security.”
In Business Since 2019
200 Viridian Dr Suite 226, Muskegon, MI
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Kar-Mel Financial Planners

Kar-Mel Financial Planners

“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particu...”
In Business Since 2012
794 Pine St Suite #220L, Muskegon, MI
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Reed Financial Services

Reed Financial Services

(1)
“” They are mindful of what the best choices are for a client based on that client's circumstances, retirement goals and life stage.”
Transparent Fees & Pricing
Family Business
In Business Since 2008
2112 N Roberts Rd, Muskegon Charter Township, MI
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Argo Wealth Partners

Argo Wealth Partners

(2)
“Brian and his team listen well, work hard and put your best interests before their profits.”
Accepts All Major Credit Cards
In Business Since 1940
2145 W Sherman Blvd, Muskegon, MI
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Retirement Financial Group

Retirement Financial Group

(1)
“I had entered the workforce for 8 years post high-school before finally heading to college, it was a bit jarring for me to keep my finances and 401k in order and she took the time to really examine my situation and give me sound advice.”
Free Initial Consultation
In Business Since 2017
Serving Muskegon Area
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River Financial Planners

River Financial Planners

Financial Planning / Investment Management, Life Insurance, Services
“​Since River Financial Planner's establishment in 1999, we'vemaintained a focus on establishing long-term relationships with every person that walks in the door. Your goals become our goals. It's not about selling a product, it's about serving a comm...”
CFP Certified
In Business Since 2017
Serving Muskegon Area
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Stegink Financial

Stegink Financial

(3)
“He will never make you feel like he is trying to "sell" you anything and will take the time to get to know you as a person and find a solution that is right for you.”
In Business Since 2013
Serving Muskegon Area
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Kar-Mel Financial Planners

Kar-Mel Financial Planners

Financial Planning Services, Faqs, Courses & Books
“Typically, the women my team works with are single, divorced, widowed or are the financial decision makers in their household. BUT, I wrote the #1 best-selling book, Going Rogue! Unconventional Financial Strategies for Women, for ALL women. Because, ...”
In Business Since 2022
Serving Muskegon Area
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Strategic CPA Investment and Wealth Mgmt

Strategic CPA Investment and Wealth Mgmt

Method 10®, Who We Serve
“With respect to building and distributing wealth, planning out a tax-smart strategy can help you keep much more of what you have worked hard to earn. We offer a friendly approach while providing expert advice at a reasonable cost. Contact us to learn...”
In Business Since 2020
Serving Muskegon Area
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West Michigan Wealth Management.

West Michigan Wealth Management.

Serving Muskegon Area
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Jay Greer & Co.

Jay Greer & Co.

“At Jay Greer & Co., we strive to simplify and strengthen your financial life. Our philosophy is simple: planning should inspire clarity, not confusion. In addition to growing and protecting your wealth, we are committed to helping you secure every ar...”
In Business Since 2004
Serving Muskegon Area
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Strategic Financial Group

Strategic Financial Group

Financial Planning
“Investment Advisory Services are offered through Strategic Financial Group, L.L.C., a registered investment advisor. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdicti...”
In Business Since 2011
Serving Muskegon Area
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AAM Financial Planning and Investments

AAM Financial Planning and Investments

(17)
Retirement Planning, Tax Planning, Investment Management
“Ron has been great keeping his eyes on my assets which I appreciate especially when I'm off grid half of the year.”
Licensed, BBB Rating: A+
In Business Since 1999
Serving Muskegon Area
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Spoelman Hovingh & Feldt

Spoelman Hovingh & Feldt

(6)
“I had her do my tax return this year and was very pleased with her thoroughness, flexibility and professionalism while being very friendly to work with.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1974
Serving Muskegon Area
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Integrity Financial Service

Integrity Financial Service

(14)
  • Market
  • Investment
  • Retirement
“What has most impressed me about Dave is his calming influence in helping us learn how to transition from saving for the future to wisely spending and enjoying our money today.”
Free Initial Consultation
In Business Since 2014
Serving Muskegon Area
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Affinity Financial Group

Affinity Financial Group

(10)
  • Goals
“They truly value the relationship of their clients, are always available to answer questions, and have had some pretty sweet client appreciation events over the last couple years.”
In Business Since 2018
Serving Muskegon Area
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Kaptein Dykstra & Co

Kaptein Dykstra & Co

“We are a full-service Accounting firm licensed in Michigan. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2002
Serving Muskegon Area
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Stewardship Trust Advisors

Stewardship Trust Advisors

(2)
Tolerance For Risk, Understanding of Markets, Mutual Funds and Etfs, Moral or Social Investing Preferences
“Fantastic service”
In Business Since 2023
Serving Muskegon Area
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Ellija Capital Management

Ellija Capital Management

(1)
“The office girls are very helpful whenever you call.”
Transparent Fees & Pricing
In Business Since 2012
Serving Muskegon Area
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Straight Path Wealth Management

Straight Path Wealth Management

(1)
Financial Planning, Retirement Planning, Investment Management
“Prompt, professional, honest & helpful.”
In Business Since 2011
Serving Muskegon Area
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Schaner Financial

Schaner Financial

(1)
“Ryan was very knowledgeable and helpful in finding me the best medical insurance that fit me.”
Free Initial Consultation
In Business Since 2016
Serving Muskegon Area
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Lakeman Financial

Lakeman Financial

(1)
Wealth Management, Insurance, Retirement Planning
“Absolutely the best financial guruv I've ever worked with.”
In Business Since 2019
Serving Muskegon Area
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Retirement Planning and Investment Management Services in Muskegon, MI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 537 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 537 cost profiles.

Why these companies made our list

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