Hudson Wealth Management
“Excellent at explaining and I'm very satisfied with the outcome of my policy selection.”
Best Financial Advisors in Traverse City, MI
24 firms listed · all 24 in Traverse City · 1 open weekends · 19 rated 4.5+
Data verified October 18, 2026
Professional Tax Services
“Nancy and her team helped me by always being courteous , professional , and going the extra mile for me anyway they can .”
Stonepath Wealth Management
“He has helped my wife and i get set up for retirement!”
Christian Family Financial
“Really appreciate his help both with financial planning and taxes!”
Black Walnut Wealth Management - Traverse City Financial Advisor
“Eric is very knowledgeable about money management and taxes, he helps you plan and budget and spends plenty of time with you on a regular basis.”
Horizon Financial
“She and her team are always responsive and offer great advice and direction for all of our investment and insurance needs.”
The 24 firms listed for Traverse City, 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: Traverse City, MI
All 24 firms we list here are in Traverse City itself. We have 28 firms in Traverse City on file; this page shows the highest-rated 24. 20 of the firms on this page have a rating, from 4.3 to 5.0 across 170 reviews; 1 has 50 or more reviews and 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 management (2) and tax planning (2). Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 16 list a public email and 3 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 Traverse City take financial planning bookings online?
3 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.
Elemint Wealth Management
“Blake Beebe is a very professional and motivated advisor ready to help you meet your goals.”
Blueprint Partners
Centennial Wealth Advisory
“By far the best communication keeping us informed about what is important for managing our retirement income and investments.”
Hemming& Wealth Management
“Dawn and Autumn are both incredibly warm and friendly and exceptionally knowledgeable.”
Northern Financial Management
RLM Financial Services-Traverse City
Tandem Wealth Management
Hightower Great Lakes
Up North Financial
“They've been guiding me closer towards retirement over the last nine years and I sincerely appreciate how much they've helped me along the way.”
Old Mission Investment Co
“They have honesty and integrity while delivering great performance.”
Prout Financial Design
Jason P. Tank, Cfa, Cfp, EA
Financial & Investment Management
Intentional Wealth Advisors
FOR Investment Partners
Upstream Investment Partners
“Matt Simon is not only extremely knowledgeable when it comes to wealth management and retirement planning, but it also a man of character.”
Grand Traverse Financial
Independent Wealth Management
Why these companies made our list
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