This article showcases our top picks for the best Michigan based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Michigan Wealth Management Startups
Data sourced from Crunchbase and SemRush.
pocketnest
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Pocketnest provides comprehensive financial planning to genx and millennials in a digital methodical platform.
Chemical Bank
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Chemical Bank is a community bank that has served Michigan for over 95 years. Member FDIC. Equal Housing Lender.
The 4100 Group
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The 4100 Group offers investment and wealth management services.
Greenleaf Trust
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Despite our firm’s name, you do not need a trust to work with us.
Clayton & McKervey
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Clayton & McKervey helps businesses in the areas of accounting, tax, business consulting and advice.
Investment Link
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Investment Link® is a platform for Financial Advisors and Self-Directed Users to manage retirement income branded under Retirement Buckets®.
Bloomfield Hills Financial
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Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm.
Bredeweg & Zylstra
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Bredeweg & Zylstra is an accounting firm that delivers bookkeeping, taxation, consultation and wealth management.
Capital Analysts of Jacksonville Florida, Inc
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Capital Analysts is an investment company that focuses on wealth management, wealth management services, and financial advise.
Isabella Community Credit Union
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Isabella Community Credit Union is a non-profit financial cooperative that offers financial products and personal service to its members.
Thumb Bank & Trust
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Thumb Bank & Trust deals with financial solutions that offer personal banking, wealth management, business and agribusiness loans.
Schwartz & Co
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Schwartz & Co provides wealth management and investment banking services.
Retirement Resources
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Retirement Resources specializes in retirement planning strategies and wealth management consulting services.
Shope & Associates
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Shope & Associates provides a comprehensive suite of investment management & wealth planning services for business owners, divorced women.
GEM Asset Management
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GEM Asset Management provides financial planning & investment management services to individuals, businesses, and non-profit organizations.
Freeman Tax Law
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International Tax, Offshore Banking and Wealth Management Attorneys
Dynamic Wealth Solutions LLC
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Registered Investment Advisory Firm
University Lending Group
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University Lending Group is a mortgage provider company that provides Conventional, FHA loans, VA loans, Renovation Loans, and many more.
Croskey Lanni
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Croskey Lanni expertise in taxation, auditing, assurance, business accounting and wealth management services.
Planning Alternatives
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Planning Alternatives provides financial planning, wealth management, investment advisory and portfolio management services to its clients.
Starr Commonwealth MI
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Starr Commonwealth is internationally recognized as a leader in transformational programs for children, families, schools and communities.
Kaplan Merzlak
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Kaplan Merzlak is a full accounting service provider that offers cash flow, budget analysis, tax planning, merger and acquisition services.
Riverbank Wealth Management
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Riverbank Wealth Management is a financial service company that specializes in wealth transfer & health insurance advisory services.
Clarkston Capital
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Clarkston capital provides wealth, sales, investment and portfolio management along with investment advice.
Jackson Kennedy
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Jackson Kennedy offers insurance and investment planning firms such as wealth transfer, fixed income, health and life insurance.
De Boer, Baumann & Company
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De Boer, Baumann & Company provides business consultation, accounting, tax preparation, wealth management and auditing services.
Derderian Kann Seyferth & Salucci
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Derderian Kann Seyferth & Salucci specializes in accounting, assurance, employee benefits plan audits, wealth planning & taxation services.
Bowman Asset Management
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Bowman Asset Management provides a comprehensive range of wealth management services to help clients achieve their financial goals.
SHA Retirement Group
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SHA Retirement Group specializes in offering financial planning, taxation, insurance, wealth and investment management services
LVM Capital Management
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LVM Capital Management is a wealth management firm.
AMDG Financial
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Fee-only, fiduciary Registered Investment Adviser
Sweet Insurance Agency
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Sweet Insurance Agency delivers comprehensive insurance and risk management solutions to businesses and individuals.
Diversified Portfolios
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Diversified Portfolios is a wealth management firm based in Michigan.
Lake-Osceola State Bank
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Lake-Osceola State Bank offers a range of personal banking, business banking, loans and credit services as well as online banking services.
Parkland Securities
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Parkland Securities offers financial brokerage services.
Braeburn Wealth Management
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Braeburn Wealth Management is a wealth management and investment advisory firm.
Kaydan Wealth Management
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Kaydan Wealth Management expertise in investment, retirement, financial planning, taxation, wealth transfer and career transition services.
Principium Tactical Wealth Management
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Principium Tactical Wealth Management offers retirement income planning, wealth transfer and legacy planning with advisory services.
Glide Path Advisors
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Glide Path Advisors is an investment advisory firm that offers investment management, wealth management and financial planning services.
Edwards, Ellis & Associates
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Edwards, Ellis & Associates is a financial solutions firm that provides taxation, accounting, wealth management and business consultation.
Pearl Planning
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Pearl Planning renders a range of financial planning, retirement, environmental social governance and investment management services.
Horizon Advisers
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Horizon Advisers offers financial planning solutions, risk management, tax planning, asset and wealth management services.
Centennial Wealth Advisory, LLC
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Centennial Wealth Advisory, LLC is a financial planning & advisory firm dealing in preserving, generate income, tax & estate planning.
Calcite Credit Union
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Calcite Credit Union provides a wide range of financial products and services include mortgages, cards and wealth management services.
Schwartz Investment Counsel
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Schwartz Investment Counsel is an investment advisory firm that specializes in fixed-income portfolios, trusts & retirement funds.
Old Mission Investment Co
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Old Mission Investment Co is a financial service company dealing with financial & retirement planning, wealth management & other services.
StraitGate Financial
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StraitGate Financial is a full-time provider of wealth management and investment services.
Gabridge & Co
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Gabridge & Co offers accounting, auditing, assurance, financial statements, tax & wealth management services to individuals and businesses.
Citizens Trust and Investment Corporation
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Citizens Trust and Investment offers estate planning, wealth management, retirement planning, asset collection and valuation services.
Straight Path Wealth Management
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Straight Path Wealth Management offers investment advisory services.
Acorn Wealth Advisors
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Acorn Wealth Advisors presents estate planning, taxation, retirement plannings, banking products and wealth management services.
Great Lakes Wealth
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Great Lakes Wealth is a financial solutions company that provides insurance, wealth and asset management services.
Legacy Trust
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Legacy Trust offers financial solutions including investment management, wealth planning, payroll, tax planning and trustee services.
StreamSong Advisors
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StreamSong Advisors is a financial firm that offers services such as investment management, retirement planning and wealth planning.
J.Wellington Financial
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J.Wellington Financial is a registered investment advisor with the U.S. Securities and Exchange Commission.
The Connable Office
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The Connable Office provides wealth management, legal, financial and holistic planning services.
Talmer Bank and Trust
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Talmer Bank and Trust, a community bank, provides personal and business banking, and wealth management services.
Abbit Management Corporation
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Abbit Management Corporation is an investment management firm that focuses on assisting an individual with financial advisory services.
Grand Wealth Management
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Grand Wealth Management offers financial planning, wealth & portfolio management services to individuals, institutions and other businesses.
Consolidated Financial Investments
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Consolidated Financial investments provide a comprehensive range of brokerage and advisory services for both individuals and professionals.
Cutwater Shift
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Cutwater Shift is an investment banking and equity revitalization company that helps companies gain control of the future and grow.
America Group Retirement Strategy Centers
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America Group Retirement Strategy Centers is an advisory firm that offers wealth management and retirement planning services.
T/R Financial Management Group
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T/R Financial Management Group specializes in investment advisory and wealth management services.
Darden Wealth Group
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Darden Wealth Group provides wealth management, financial planning, and retirement plan services.
Agape Global Investments
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Agape Global Investments is involved in investment management and advisory services to investors, employees and families.
Strategic Wealth Consulting Group
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Strategic Wealth Consulting Group provides wealth management, retirement plans, business planning, insurance planning services.
Lefleur & Godfrey
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Lefleur & Godfrey is a wealth management firm that offers a custom equity portfolio and holistic wealth management services.
Caitlin John
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Caitlin John is a wealth management firm that provides business strategies, portfolio blueprinting and traditional Life Insurance services.
Intentional Wealth Advisors
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Intentional Wealth Advisors is a financial planning firm that offers retirement, investment and tax planning services.
Calder Investment Advisors
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Calder Investment Advisors is an investment advisory company that offers financial planning, wealth management, and consulting services.
