What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Grand Rapids, MI area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Grand Rapids, MI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Scott Davison
CFP®, CPA
Wealthcare Capital Management
Grand Rapids, MI
Specialties: Financial Planning, Goals-Based Planning, Retirement Planning, Investment Management, Wealth Management, Education Planning, Insurance Planning, Tax Planning, Estate Planning
Fee-Only CERTIFIED FINANCIAL PLANNER™ Professional who serves clients in Michigan and across the country
Mike DeSmyter
AIF®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Midwest Capital Advisors provides wealth management and retirement planning services for individuals and companies. Located in Grand Rapids, MI serving clients locally and across the country.
Laura Corbiani
CFP®
Astraea Wealth Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Psychology/Coaching, Divorce Planning
Fee-Only financial planner located in Fort Washington, PA, serving clients locally and across the country
Lynn Chen-Zhang
CFP®, CPA, PFS™, MBA, MS
Zhang Financial
Ada, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.
Stephanie Trexler
CFP®, MS
Golden Goose Wealth Planning
Grand Rapids, MI
Specialties: Divorce Planning, Loss Of a Spouse, Comprehensive Financial Planning, Small business planning, Retirement Income Planning, Investment Guidance, Tax and Estate Planning, Budgeting & Cash Flow Management, College Education Planning, Student Loan Debt Management, Risk Management, Employer Benefits Review, Gifting Strategies
WOMAN-OWNED | FIDUCIARY | FEE ONLY Empowering women to secure their financial future through every life change. Located in Grand Rapids, MI, serving clients locally and across the country.
Jeff Belmonte
CFP®
SummitView Advisors
Ada, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Grand Rapids and Kalamazoo, MI
Charles Zhang
CFP®, ChFC®, CLU®, CFS, CMFC®, MBA, MSFS
Zhang Financial
Ada, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner with offices in Portage, Battle Creek, Grand Rapids, Troy, Ann Arbor, MI and Naples, FL.
Jack Tunge
CFP®, CRPC®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
John Bush
CFP®, EA, MBA
Elevate Financial Planning
Grand Rapids, MI
Specialties: Hourly Financial Planning, Comprehensive and a la carte Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning
Providing accessible, competent, fee-only financial and tax planning, on an as-needed basis. Hourly, retainer, and project-based planning services are available, and encouraged. Serving the Greater Grands Rapids area, central Michigan, southeast Michigan, and beyond.
Adam Schwallier
CFP®
Schwallier Wealth Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Works For You
Mark Satkoski
CFP®, AIF®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment Planning, College Education Planning, Tax Planning, Estate Planning, Education Planning, Profit Sharing Plans, Comprehensive Financial Planning
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
Richard Feight
CFP®, EA
IAM Financial, LLC
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
I help self-employed business owners and professionals in East Lansing and Grand Rapids, MI and across the country organize their finances so that they can retire on time.
Dan Haines
CFP®, CFA®
Voisard Asset Management Group
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Tax Planning, Stock Options, RSUs, Concentrated Stock, Investment Management
As a personal financial advisor practice in Grand Rapids, Voisard Asset Management Group makes complex financial decisions simple.
Phillip Mitchell
CPA, CFA®, CTP®
Kroon & Mitchell Asset Management
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Grand Rapids, MI, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
