Autumn Financial Advisors
“We have been working with Autumn Financial Advisors for over a year, and they are absolutely wonderful.”
Best Financial Advisors in Plymouth, MI
15 firms listed · 10 in Plymouth · 1 open weekends · 8 rated 4.5+
Data verified October 18, 2026
Liberty Financial Planning
“Always finds ways to maximize my refund - Has answers to all my financial questions and he's just a great guy to work with!”
Telos Financial
“He's really knowledgeable and he's great at explaining things and helping me understand exactly what I'm doing with my money.”
B. Riley Wealth Management
Scott Jasman DBA LPL Financial
MBC Investment Consulting
The 15 firms listed for Plymouth, 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: Plymouth, MI
Of the 15 firms we list here, 10 are in Plymouth itself and 5 come from towns including Livonia (1, 5 mi), Novi (1, 7 mi) and Farmington Hills (1, 9 mi). 9 of the firms on this page have a rating, from 4.4 to 5.0 across 367 reviews; 3 have 50 or more reviews and 8 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (81%) and quality (57%). 1 is open on Saturdays. 1 lists staff certifications (CFP). 11 have ten or more years of experience, the longest 80 years. 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 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 Plymouth take financial planning bookings online?
2 of the 15 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.
GEM Asset Management
Pinnacle Wealth Management Group
Ipex
Schwartz Investment Counsel
Book onlineBook
Blue Chip Partners
“The Blue Chip team seamlessly facilitates payments, gives good advice on many financial decisions unrelated to our portfolio, performs and updates sophisticated financial modeling, has a great portal, and generates informative and easy-to-understand investment analytics.”
H & B Bookkeeping & Tax Service
“Lisa saved us a lot of money and did charge much less for her service than our old accountant.”
Jeffrey R. Saunders
“Both Mr Saunders and Cindy were very professional and knowledgeable and made our experience very pleasant.”
C. U. M. Accounting Services
“Professional and knowledgeable about current tax laws.”
Richard W. Paul & Associates
“Anyone interested in putting a comprehensive retirement plan in place should have at least 1 conversation with one of the advisors at RW Paul & Associates.”
Why these companies made our list
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