Financial Advisors in Michigan

Erik Klumpp, CFP
Chessie Advisors, LLC is a financial planning and investment management firm specializing in providing independent, objective advice to teachers, engineers, and young professionals. Based in Rochester Hills, Michigan, we serve clients throughout Michigan and virtually throughout the country. We strive to guide our clients in creating and realizing their American Dream. Chessie Advisors provides ongoing financial planning and investment management services as well as hourly or project based services. We do not require a minimum investible asset level in order to work with us. To learn more, please visit our website. To schedule an introductory call, click here. Chessie Advisors...a different breed of financial advisor™.... See More

Ronald Van Surksum, CFP
Our Mission is to help you Plan for your goals, Manage your resources and investments and Maximize your financial potential. We are an independent, fee-only financial planning and registered investment advisory firm based in the greater Grand Rapids, Michigan area. We are:
1) Independent - we work for you, not for Wall Street. We provide recommendations without pressure to promote specific products.
2) Comprehensive - our philosophy is that financial success requires attention to not only investments but also identifying goals, budgeting, tax planning, debt management, insurance, estate planning and ongoing monitoring.
3) Fee-Only - we do not accept commissions or referral fees for selling products. Instead, we provide objective advice for a reasonable fee paid directly by our clients.
4) Experienced - we have been helping clients achieve their financial goals since 1997. We help you spend less, save more, invest smarter, reduce stress, protect assets, manage debt, minimize taxes, avoid costly mistakes, and create a financial plan to make the most of your financial potential.... See More

Erik Falconer, CFA, CFP
Falconer Group is an independent, Fee-Only investment and financial advisory firm that works with clients who want to be intentional with their wealth. We believe that money itself should not be seen as a goal, but rather a resource toward the achievement of goals. Your personal wealth plan should care for your resources, as well as yourself, family and community.At Falconer, we work exclusively for your and our other clients. Not for a brokerage house, not for an insurance company, not for a mutual fund, and not for a bank. We can be objective while proactively advocating for you.Falconer offers independent analysis and customized investment strategies to guide you through today's complexities toward tomorrow's opportunities. We do not place you in cookie-cutter portfolios. You are unique. So are your investment goals and preferences.... See More

Michael Rudy, CFP, EA, MA, MBA
Money and one's emotional life are intimately linked. Our work is holistic: we will cunch the numbers and provide the useful financial information with the best of the NAPFA firms AND we will address the emotional side of your financial life. We understand that money can generate peace of mind and for some, anxiety, depression, guilt and confusion. Michael Rudy has not only been a Certified Financial Planner for over 20 years, but has and continues to be a practicing psychoanalytic psychotherapist with over 30 years expereince. He holds the coveted Enrolled Agent designation from the IRS and specializes in individual tax returns. He looks for ways to minimize tax liability without sacrificing your peace of mind and economic well-being.
People come to their therapy appointments and only ant to talk about their money while people coming to finacnial planning appointments only want to talk about their anxiety. It's just a natural fact that dealing with both sides of your money life is really the right way to do financial planning and the best path to bring sanity to your money life.... See More

My duties as an Adviser include overseeing the financial affairs of my clients which include both individuals and families, as well as corporations and non-profit organizations. My practice centrally focuses on 2 important themes:

#1 - Invest with low costs to maximize performance.
#2 - Invest according to your values, supporting companies and ideas that you believe in.

Here are the situations or services where I try to make my client's lives easier:
* Retirement Planning including: 401(k) Rollovers, IRA's, Pension guidance, and Social Security planning.
* Investment Management including: Cash Management, Portfolio Construction, and Diversification utilizing: Mutual Funds, Exchange Traded Funds, Stocks, Bonds, Separate Account Managers, and Alternative Investments.
* During life changing circumstances such as: retirement or planning for retirement, new marriage, divorce, college savings for children, inheritance and/or settlement management, or selling your business.

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I am a Fee-Only financial planner in the Marquette area. As a CFP(R) Certificant and a Registered Investment Adviser (RIA), I have a fiduciary obligation to my clients. Only RIAs have a fiduciary obligation mandated by law. Furthermore CFP(R) Certificants sign a code of ethics to place their clients interests first.
As a Fee-Only financial planner, I sell no products and receive no commissions, insuring that I am free from conflicts of interest so prevalent in the financial services industry. I have over 20 years experience providing financial advice including: investing, retirement planning, porfolio design, tax planning and preparation, college planning and estate planning.... See More

Steven Sicklesteel, CFP

Scott Smith, CFP
Olympia Ridge, LLC (Olympia Ridge - Personal Financial Advisers) is a Registered Investment Advisor providing holistic financial planning services. Olympia Ridge uses a fee-only compensation model.
Why Choose Us?
We are Fee-Only - This means that we do not accept commission compensation or kickbacks from any party for anything. Our clients compensate us directly for our advice and services using either an easy monthly or quarterly retainer, or if more convenient, on a project basis. No conflicts of interest!! We hold ourselves to the highest fiduciary standard. Period.
We believe in Functional Financial Planning - Functional Financial planning is the practice of ensuring that personal finances function within each client's lives. What works for one client may not necessarily be the best solution for another client.
Who can we help the most? Generation X Self Employed Business Owners Busy Professionals People Nearing Retirement
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Mark Goetz, CFP, ChFC, CLU, EA, MS
We work with successful people to Simplify their Lives and add Peace of Mind to their financial situation. Our ultimate goal is helping people live happier more fulfilled lives. We do this through an ongoing fee-only relationship where our clients hire and pay us on an annual basis to advise and implement comprehensive planning solutions. We tend to specialize in two areas with regard to comprehensive planning, the first is small business owners whom are approaching retirment and the second is recent or upcoming retirees. Our 401k pension consulting business is an area in which we take great pride. We work real hard at educating the marketplace about the current problems within the 401k marketplace and how to solve them. We have also limited the overall number of clients based on our ability to provide the services we believe are critical for success.... See More

Warren McIntyre, CFP, MBA
VisionQuest Financial Planning LLC delivers financial planning and investment management services the way you want. We provide as little or as much help as you need, and we have no account minimums or income requirements to become a client. Our flat rate fees are fair and affordable because you pay only for the time we work for you, just like the as-needed professional services provided by your doctor, attorney or CPA.We want you to have a full understanding of our background, services, fees, philosophy and methodology so that you can make an informed decision. You can find the answers to most of your questions on our web site, but to learn more, please call for a free “Get Acquainted” meeting.
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