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
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.
Alex Zhang
JD, CFA, CFP®
Zhang Financial
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
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, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
Jordan Rummel
CFP®, CRPC™
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We build customized investment portfolio's for HNW families and small business owners and provide intelligent strategies to help them to reduce income taxes and better meet their long term financial goals.
Eli Smith
Credent Wealth Management
Portage, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Sydney Hefty
Credent Wealth Management
Portage, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
Charles Prudhomme
CFP®, MBA
LVM Capital Management, LTD.
Portage, MI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We build customized investment portfolio's for HNW families and small business owners and provide intelligent strategies to help them to reduce income taxes and better meet their long term financial goals.
Layton Ginder
CFP®
Credent Wealth Management
Portage, MI
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Risk management, Charitable giving, Multigenerational estate planning, High-net-worth investing, Business planning, Managing excess cash flow, Liquidity and debt structure analysis, Strategies for corporate executives, Financial planning with complex compensation structures
At Credent Wealth Management, we believe all hardworking Americans deserve to maintain their standards of living without worrying about money for the rest of their lives. Offices throughout the country to serve clients face-to-face and virtually.
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, Estate Planning, Charitable Giving Strategies
We are committed to delivering thoughtful, client-focused financial guidance grounded in transparency, discipline, and long-term perspective.
Refine Your Search
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)
