Connect with Top-Rated Financial Planners in Grand Rapids!

Eastown Financial Advisors is a financial planning and wealth management firm based in Grand Rapids, Michigan. Our experienced team of financial advisors provides personalized, comprehensive financial planning services, including financial planning, portfolio management, tax planning, and insurance, to individuals, families, and businesses. We are committed to being transparent, honest, and responsive to our clients' needs, and to providing expert guidance and support every step of the way.

Rinvelt & David is a financial planning firm that helps individuals plan for their financial futures, providing services such as retirement planning, investment management, and risk management. With a team of experienced professionals, they focus on understanding their clients' unique circumstances and goals to develop personalized plans.

Provisio provides straightforward, no-nonsense financial planning services to individuals, families, and businesses. Their experienced advisors offer customized plans and solutions to help clients confidently answer the question "Am I all set?" From retirement planning to succession planning, Provisio focuses on making sure their clients are set for the future. With a team of experienced advisors and a commitment to providing clear and understandable services, Provisio helps individuals and businesses achieve their financial goals.

Family Capital Management is a financial planning and wealth management firm dedicated to empowering individuals, families, and businesses to achieve their financial goals and aspirations. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement planning, estate planning, insurance planning, and tax planning.

BridgePoint Wealth Management is a financial services firm that provides independent advice on financial planning, retirement planning, small business retirement plans, divorce planning, and insurance planning. We strive to be our clients' trusted advisors, using a consultative approach to create customized financial plans that help them achieve their goals. Our team of professionals is dedicated to providing exceptional service and expertise to individuals, families, and businesses in Michigan.

TopTier Wealth Management provides comprehensive wealth management services to individuals and families, including investment management, personalized strategies, and financial planning. Our team of experts works closely with clients to understand their financial goals and develop a customized plan to achieve them. With a focus on the future, we help our clients prepare for their financial futures and achieve their long-term goals.

Mattson Financial Services is dedicated to helping you achieve your retirement goals. With personalized risk assessments, comprehensive retirement planning, family wealth management, and tax planning, we offer a range of services designed to help you secure your financial future. Our experienced team will work with you to create a customized plan that suits your needs and ensures a fulfilling retirement.

Variable Concepts has served as a trusted guide for individuals and families, providing customized financial services to help them reach their goals. As an affiliate of Cadaret, Grant & Co., Inc., we're an experienced team of client-driven and relationship-based people who focus on understanding your unique aspirations and priorities. We'll expertly manage your finances so that your goals and aspirations can be achieved. We'll help you navigate the financial surprises that inevitably arise in every stage of life.

America Group Wealth Management is an independent wealth management firm located in Grand Rapids, MI, with over 20 years of experience in wealth management. We provide personalized financial strategies to clients, including high net worth individuals, small businesses, women in transition, university endowments, charitable foundations, and financial institutions. Our team is dedicated to building long-term relationships with clients and providing tailored financial plans to match their needs.

Voisard Asset Management Group is a fee-only independent financial planning practice that provides holistic financial planning and investment management services to individuals and families. Our team of CERTIFIED FINANCIAL PLANNER practitioners offers a full suite of strategic financial planning services to help clients achieve their financial goals. From investment management and portfolio design to retirement planning and estate planning, we provide personalized advice and guidance to help clients make informed financial decisions. Our independent structure ensures that our only financial interest is the best interest of our clients.

Synergy WM is a fee-only registered investment advisory (RIA) firm providing investment management, financial planning, and wealth guidance. With a team of experienced financial advisors, we specialize in helping individuals and small companies manage their portfolios in a low-cost, academically based manner. Our focus is on helping clients monitor their financial health, making informed decisions, and achieving their financial goals.

Brookstone Wealth Advisors is a financial planning and investment management company that helps individuals and small to medium-sized businesses achieve their financial goals through comprehensive financial planning, investment management, and retirement planning. The company's aim is to provide a holistic approach to financial planning, taking into account each client's risk tolerance and goals. With a team of experienced advisors and a network of over 85 employees, Brookstone Wealth Advisors offers a comprehensive process called Results in Advance Planning that helps clients build a plan for a happy and secure financial future.

Dawes Wealth Management is a comprehensive financial services firm that provides tailored financial planning and investment management solutions to individuals and families. Our team of experienced advisors takes a personalized approach to understanding each client's unique goals and risk tolerance, creating customized strategies to help them achieve their ideal future. Our services include investment management, retirement planning, estate planning, insurance, and tax planning, all designed to help our clients navigate the complex world of personal finance and build a secure financial future.

Elevate Financial Planning is a fee-only, fiduciary financial planner providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts. We offer hourly and project-based pricing and provide advice in a broad range of financial planning areas, including retirement planning, investment advice, tax planning, and more.

Advosion provides big-picture thinking and strategic planning for leaders like you with one or more of these critical issues: managing your tax, cash flow, planning, and investing. Our services help you make the most of your time and prioritize your family, while providing a dependable partner and loyal advocate in your financial journey. Since 1992, clients have called us their Financial Advisor, Financial Planner, Investment Manager, Money Manager, Portfolio Manager, or Wealth Manager. We offer a unique approach to balancing art and science in personal finance. Read More.

David Sayfie is a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and businesses, and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them. With a team of experienced financial professionals, we provide financial strategies that can adapt to your changing needs and the evolving life you live. Whether you are an individual, family, or business owner, we are here to help you achieve your financial goals.

IM Wealth is a financial advisory firm that provides personalized financial planning and wealth management services to physicians and affluent families. Our team of experts helps you take control of your finances, providing guidance on investment strategies, tax planning, and estate planning. We offer a range of services, including financial planning, investment management, and financial coaching. Our goal is to empower you to achieve financial freedom and live a meaningful and sustainable life.

At Legacy Trust, we're a wealth management firm and trust bank that holds the highest standards. We manage investments, administer trusts, and provide wealth management strategies designed to benefit families for generations. Our team of experts in wealth planning, investment management, trust services, and family office services work together under one roof to deliver tailored financial planning and wealth management solutions to our clients. Our services include investment management, trustee services, wealth planning, and family office solutions. We serve business owners, corporate executives, retirees, multi-generational families, special needs families, foundations, and endowments.