List of Firms
Birmingham, MI Fiduciary Financial Advisors
The Woodward Group - Morgan Stanley
Sheth Wealth Management - UBS Financial Services Inc.
Tabb M Wile - Morgan Stanley
The Meulebrouck Wealth Management Group - UBS Financial Services Inc.
Michigan Financial
Rebecca Sorensen, CFP, CIMA - UBS Financial Services Inc.
Northpoint Financial
Bobby Barrett, AAMS®, AIF® - Raymond James & Associates
John R Buller - Morgan Stanley
Financial Legacy Group
The KSG Group - Morgan Stanley
David G Clark - Morgan Stanley
LoDuca Financial Services
Gunder Wealth Management, LLC
Jared Kohlenberg - Morgan Stanley
Sue Bommarito - Raymond James
Richard Tropea - Raymond James
Morgan Stanley Financial Advisors
Canopy Wealth Management
Liberty Capital Management
Birmingham Investment Group - UBS Financial Services Inc.
Avant Financial
Drake Financial Services, LLC
Edward Jones
David Karbon
Peninsula Private Wealth of Raymond James
The Investment Consulting Group
Raymond James Financial Services
Angle Advisors
Huntington Investment Co
Edward Jones
Innovative Financial
Michael Bellware - Morgan Stanley
Philip Ohman - Raymond James
Strength Capital Partners
Valentine Koch - Raymond James
Prosperity Wealth Strategies
Derrick J. Glencer, CFP
KMG Fiduciary Partners
Lakeview Capital Inc
The Belknap Group - UBS Financial Services Inc.
Birmingham Wealth Partners
Schechter Wealth
The Wealth Strategy Group - UBS Financial Services Inc.
Wells Fargo Advisors
Street Financial Services
Vigi Wasserbaech Private Wealth - UBS Financial Services Inc.
Spartan Wealth Management
Stifel
Ron Carpenter - Raymond James
Woodward Financial Corporation
Larry Moss - Raymond James
John Peters - Raymond James
Cory Kroneman Morgan Stanley Wealth Management
Creative Wealth Strategies
Mark Suszan - Raymond James
Where Certified Financial Advisors in Birmingham, MI Serve
Birmingham, MI is a charming city located in the heart of Oakland County, Michigan. It boasts a plethora of landmarks that make it a must-see destination for tourists and locals alike. From the historic Birmingham Theatre to the iconic Townsend Hotel, Birmingham is home to some of the most notable landmarks in the area. The city is also home to a number of top employers, including the world-renowned automotive company, General Motors. Other major employers in the area include the healthcare industry, with Beaumont Hospital and St. Joseph Mercy Oakland being two of the largest employers in the city. Birmingham is conveniently located near major highways, including I-75 and I-696, making it easily accessible for commuters and travelers. The city's major streets include Woodward Avenue, Maple Road, and Old Woodward Avenue, which are lined with a variety of shops, restaurants, and entertainment options. The city is divided into several unique neighborhoods, each with its own distinct character and charm.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Birmingham, MI
A financial advisor in Birmingham, MI can provide a range of financial advising services to individuals and businesses. They can help clients with retirement planning, investment management, tax planning, and estate planning. Additionally, they can provide guidance on insurance and risk management, as well as budgeting and debt management. Birmingham, MI is known for its affluent community and high net worth individuals, making it an ideal location for financial advisors to offer their services. With their expertise and knowledge of the local market, financial advisors in Birmingham, MI can help clients navigate the complexities of wealth management and achieve their financial goals.
Birmingham, MI is a top destination for financial advising due to its diverse range of financial institutions and professionals. With a bustling economy and a population that values financial stability, Birmingham is home to some of the most experienced financial advisors in the country. The city's financial industry is known for its innovative approaches to wealth management, investment strategies, and retirement planning. Birmingham's financial advisors are well-versed in the latest trends and technologies in the industry, providing clients with cutting-edge advice and solutions. Additionally, Birmingham's thriving business community and vibrant downtown area make it an ideal location for networking and building relationships with other professionals in the field. Overall, Birmingham, MI is the perfect place to find expert financial advising that is tailored to your unique needs and goals.
A financial planner in Birmingham, MI is a professional who helps clients manage their finances in a way that aligns with their goals and objectives. This involves creating a comprehensive financial plan that takes into account their current financial situation, their future aspirations, and any potential risks or uncertainties. In Birmingham, MI, financial planners must be well-versed in the local economy and financial landscape, which includes a strong emphasis on the automotive industry and a growing tech sector. They must also be able to navigate the complexities of tax laws and regulations in Michigan, which can have a significant impact on their clients' financial strategies. With a focus on burstiness and complexity, financial planners in Birmingham, MI must be able to communicate complex financial concepts in a clear and concise manner, while also providing detailed analysis and recommendations that take into account the unique needs and circumstances of each client.
Birmingham, MI residents should consider reaching out to a financial advisor when they are facing complex financial situations, such as planning for retirement or managing investments. With its affluent community and high cost of living, Birmingham residents may have unique financial needs that require the expertise of a financial advisor. Additionally, those who have recently experienced a significant life event, such as a divorce or inheritance, may benefit from the guidance of a financial advisor to help them navigate the financial implications of these changes. By working with a financial advisor, Birmingham residents can gain a deeper understanding of their financial situation and develop a plan to achieve their long-term financial goals.
A financial advisor in Birmingham, MI must possess a plethora of important qualities to be successful in their career. Firstly, they must have a deep understanding of the local financial market and the unique needs and challenges faced by clients in Birmingham. This includes knowledge of the city's diverse economy, which is home to a mix of small businesses, startups, and established corporations. Additionally, a great financial advisor in Birmingham must be able to communicate complex financial concepts in a clear and concise manner to clients. They must also have a strong ethical code and prioritize the best interests of their clients above all else. Finally, they must be adaptable and able to pivot their strategies to meet the changing needs of their clients and the market. Overall, a financial advisor in Birmingham, MI must possess a combination of technical expertise, communication skills, ethics, and adaptability to succeed in this dynamic and diverse city.
Birmingham, MI is home to several top-notch financial advising firms that cater to the diverse needs of the community. These firms are known for their exceptional services, innovative solutions, and client-centric approach. From investment management to retirement planning, they offer a wide range of financial services that help individuals and businesses achieve their financial goals. One unique aspect of Birmingham, MI is its thriving small business community. These financial advising firms are well-equipped to assist small business owners with their financial needs, including tax planning, cash flow management, and risk management. With their extensive knowledge and experience, these firms are dedicated to providing personalized solutions that help their clients navigate the complex world of finance with ease.
Financial advisors in Birmingham, MI can be compensated in several ways. One common method is through commissions earned from the sale of financial products such as insurance policies or mutual funds. Another way is through fees charged for financial planning services or asset management. Additionally, some advisors may receive a combination of both commissions and fees. It is worth noting that Birmingham, MI is home to a diverse range of clients with varying financial needs, from young professionals just starting out to retirees looking to preserve their wealth. Therefore, financial advisors in this area must be adept at tailoring their services to meet the unique needs of each individual client. This requires a deep understanding of the local financial landscape and a commitment to ongoing education and training.
