Connect with Top-Rated Financial Planners in Oakland!

Modern Financial Planning is a fee-only firm interested in optimizing your finances while you maximize your life. Find out who we are and who we are not. Learn why we're different and how we may be a good fit for you. We offer in-depth financial planning and investment management services, combining our deep expertise, leveraging of technology, and network of professionals to ensure you are provided with the best possible service. Our team helps folks plan for retirement and reach financial independence on their terms. We specialize in serving clients who have stock options and RSUs. We believe in reducing risk by investing across different asset classes and geographies, while limiting investment expenses and taxes. Our approach is to keep it simple and valuable. We aim to reduce risk and keep more of your money in your pocket.

The Center for Financial Planning, Inc. is a trusted advisor for individuals, families, and businesses, providing comprehensive financial planning, wealth management, and retirement planning services. With offices in Southfield and Brighton, Michigan, we empower our clients to make informed financial decisions and achieve their long-term goals. Our financial planning process starts with a personalized approach, understanding each client's unique story and goals. By working together, we help our clients Live Their Plan.

Communitas is a fee-only financial planning firm dedicated to helping working and middle-class people, non-profits, and businesses achieve their progressive, sustainable, and socially responsible financial goals. Our experienced fiduciaries provide financial planning services, including retirement and estate planning, insurance management, budgeting, and investment management. We are committed to making a positive impact on the world through sustainable financial planning strategies.

At Mariner Wealth Advisors, our team of experienced financial advisors provides comprehensive wealth management services to individuals, executives, professional athletes, dental professionals, and business owners. We offer a range of services, including wealth planning, investment management, tax planning and preparation, estate planning, trust services, insurance solutions, and more. Our goal is to help our clients navigate their financial future with confidence, whether they're seeking to retire early, protect their wealth, or achieve their long-term financial goals. With a collaborative approach and access to a wealth of knowledge and solutions, we're dedicated to delivering personalized financial planning and investment management services that meet the unique needs of each client.

At Balance Financial Planning, LLC, we help individuals, families, and small businesses achieve their financial goals by providing unbiased, practical financial planning and investing advice. We offer flexible pricing and no asset minimum to ensure our services are accessible to everyone. Our focus is on understanding our clients' goals and financial constraints to develop a personalized plan that meets their needs.

Wilkinson Wealth Management is a financial planning and wealth management firm that specializes in helping executives, business owners, and retirees align their financial assets with their life aspirations. With a focus on discovery and alignment, the firm's experienced professionals provide customized solutions for investment, estate, insurance, tax, and lifestyle planning. By understanding each client's unique goals and objectives, Wilkinson Wealth Management helps individuals create a tailored plan for achieving their financial aspirations. The firm's approach is inspired by the story of Wilma Rudolph, who overcame polio and went on to win Olympic medals, demonstrating the power of alignment and determination.

Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships with individuals and organizations. Our knowledgeable and certified advisors assist clients in working toward their investment goals while also providing the opportunity to invest in ways that reflect their values. We manage assets for individuals and families, providing investment management and financial planning services. Learn More about our services, including SRI/ESG and financial calculators.