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 Portage, 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 Portage, MI Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jordan Rummel
CFP®
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Portage, MI, serving clients locally and across the country
Charles Prudhomme
CFP®, MBA
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Kalamazoo, MI and and Naples, FL, serving clients nationwide
Lynn Chen-Zhang
CFP®, CPA, PFS™, MBA, MS
Zhang Financial
Portage, 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.
Dan Haines
CFP®, CFA®
Voisard Asset Management Group
Portage, 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.
Charles Zhang
CFP®, ChFC®, CLU®, CFS, CMFC®, MBA, MSFS
Zhang Financial
Portage, 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.
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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)
