Zhang Financial
“After many years with Zhang Financial I have learned much more about investing, and thanks to Zhang Financial I have not had to worry about my investments in retirement.”
Best Financial Advisors in Portage, MI
24 firms listed · 15 in Portage · 1 open weekends · 19 rated 4.5+
Data verified October 18, 2026
Wings Financial Group
“The way Tim cares for his clients and his integrity make everyday a positive experience.”
Bright Financial Advisors
“They are spot on with their projections and she goes out of her way to make sure that we are well taken care of.”
James Martinus - Heritage Wealth Management
Alkhamis Financial Group
Infinity Advisory Group
The 24 firms listed for Portage, 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: Portage, MI
Of the 24 firms we list here, 15 are in Portage itself and 9 come from Kalamazoo (5 mi). 22 of the firms on this page have a rating, from 3.8 to 5.0 across 101 reviews; 19 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), investment planning (2) and retirement planning (2). 2 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 14 list a public email and 5 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 any financial advisers listed for Portage offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Preferred Financial Group
“Connor does a fantastic job of listening and meeting his clients where they are at and developing a financial plan that will fulfill his clients financial goals.”
Williams Capital Management of Raymond James
Face 2 Face Financial Planning
“Brian has an intelligent approach to secure not only your finances, but dives deep into what is important to you and your family.”
LVM Capital Management
“Tyler and Chuck took a lot of time to educate me and make sure that I understood the conversation and had all of my questions answered.”
Cahill Wealth Management
Credent Wealth Management - Kalamazoo Fee-Only Financial Planner
“Unfortunately I had to choose another group because I was short of their minimums and needed face to face assistance.”
John A Wolfe & Associates
“Wonderful people and results oriented.”
Docspot Financial, Matthew Jarrell, Aif, CFS
Beyond Financial Planning
Daus Financial Group
“No matter what life brings, a quick discussion with the team at Daus provides options and thought to help make the right decisions for our family every time.”
Gasaway Investment Advisors
“These folks understand their craft, and provide great service.”
Abakon Financial
“I have had a great customer service experience!”
Knibbe Paul
“Paul helped us when we were setting up our retirement investments, life insurance and Mi529 plan.”
Benefit Evaluation & Retirement Services
“I think the one star is bogus spam and although I flagged it Google doesn't want to take it down.”
CWS Financial Advisors
“They have advised us on our investments for many years!”
Hartwell & Company
“I have been using their service since Jim purchased Mc Murray and have not had any bad experiences whatsoever.”
Anders Bergh - Prudential Financial
“Best Financial adviser in the area”
Valley Oak
“Valley Oak Financial is more than just a company helping to build financial stability; they treat their clients like family.”
Why these companies made our list
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