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
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, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
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
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
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
Experienced wealth manager who helps 'anxious savers' conquer their mental and mathematical financial roadblocks to enjoy their financial freedom. Serving clients locally in Reston VA and Grand Rapids MI, as well as 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.
Ryan Johnson
CFP®, BFA™
Hundred Financial Planning
Grand Rapids, MI
Specialties: Young Family Financial Planning, Comprehensive Financial Planning, Investment Management, Education Planning, Tax Planning, Cash Flow and Budgeting, Employee Benefits and Insurance Review, Estate Planning
Fee-Only financial planner in Grand Rapids, MI, serving high-earning young families nationwide.
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.
Richard Feight
CFP®, EA
IAM Financial, LLC
East Lansing, 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.
Stephanie Trexler
CFP®, MS
Golden Goose Wealth Planning
Grand Rapids, MI
Specialties: Loss Of a Spouse, Organizing Finances After Loss , Understanding Survivor Benefits , Managing an Inheritance, Cash Flow & Budgeting , Updating Wills & Beneficiaries, Estate Settlement Assistance, Long-Term Legacy Planning, Portfolio Review & Adjustments, Risk Management & Asset Protection, Tax-Efficient Investing, Adjusting Retirement Plans, Maximizing Social Security Benefits, Long-Term Care & Insurance Planning, Financial Confidence Coaching, Charitable Giving & Philanthropy
I specialize in providing compassionate financial guidance to widowed women. My mission is to empower clients to navigate financial transitions with confidence, offering personalized strategies tailored to their unique needs.
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
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
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.
Scott Grissom
PhD, CFP®
Socrates Financial Planning
Grand Rapids, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Portfolio Review, Cash Flow Analysis, Tax Planning, Estate Planning
When Can We Retire? Will We Be OK? I help you answer these questions, and others, by working together to create Your Retirement Roadmap.
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, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
Brad Thomas
CFP®
Midwest Capital Advisors
Grand Rapids, MI
Specialties: Retirement Income Planning, Investment 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.
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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)
