Braeburn Wealth Management
“Mike and his team are very thoughtful, knowledgeable and serious about your personal wealth growth and management.”
Best Financial Advisors in Muskegon, MI
14 firms listed · 5 in Muskegon · 9 rated 4.5+
Data verified October 18, 2026
Argo Wealth Partners
“Brian and his team listen well, work hard and put your best interests before their profits.”
Millennium Capital Management
“Brandon genuinely wants to set you up for long-term, financial success and security.”
Reed Financial Services
“” They are mindful of what the best choices are for a client based on that client's circumstances, retirement goals and life stage.”
Kar-Mel Financial Planners
First Financial Advisors
The 14 firms listed for Muskegon, 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: Muskegon, MI
Of the 14 firms we list here, 5 are in Muskegon itself and 9 come from towns including Grand Haven (6, 12 mi), Muskegon Charter Township (1, 5 mi) and Norton Shores (1, 5 mi). 9 of the firms on this page have a rating, from 4.7 to 5.0 across 25 reviews. 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 8 have ten or more years of experience, the longest 86 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 13 publish a contact page; 10 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 Muskegon take financial planning bookings online?
2 of the 14 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.
Retirement Financial Group
“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.”
River Financial Planners
Stegink Financial
“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.”
Kar-Mel Financial Planners
Strategic CPA Investment and Wealth Mgmt
Jay Greer & Co.
West Michigan Wealth Management.
Strategic Financial Group
Why these companies made our list
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