Connect with Top-Rated Financial Planners in Troy!

VisionQuest Financial Planning is a truly unique advisory firm that offers customized solutions to help self-directed people make smart decisions at pivotal times in their lives. Our flat-rate project pricing provides a fair and affordable way to receive help when you need it. Our mission is to help clients make rational decisions that fit their personal situation by using strategic planning to identify key issues and providing a framework for analysis. We focus on low-cost index funds and evidence-based strategies to build wealth by reducing unnecessary risk, taxes and expenses. Our goal is to make your life simpler by cutting through the noise and focusing on what really matters.

Guglielmetti Asset Management has been helping individuals across the country establish and maintain their long-term financial goals for over 30 years. Our firm specializes in individualized boutique financial consulting, wealth management planning, and life and long-term care insurance. Our experienced team of financial advisors works closely with clients to create customized solutions to address their unique needs and goals.

Wittenberg Investments is a wealth management firm located in Troy, Michigan, committed to working with individual families and businesses to plan for their future and provide financial growth opportunities and stability. We provide professional and experienced financial advising, tailored to each client's individual needs. Our top priority is to ensure our clients' financial lives are easier. We help you address the most complex aspects of your financial and investment planning.

SmartAsset is a financial planning and investment company that connects individuals with financial advisors to assist in creating a personalized financial plan. With a focus on empowering people to make smart decisions, SmartAsset provides a matching tool to find a qualified fiduciary financial advisor. This tool narrows down the choices, allowing individuals to select from up to three pre-screened advisors who serve their area. By providing access to financial advice, SmartAsset aims to help people feel more at ease about their finances and potentially increase their retirement savings.

Confidential Management Companies is a group of companies committed to optimizing the potential value of client resources. With a focus on high net worth individuals, institutions, trustees, and beneficiaries, they provide a comprehensive range of investment advisory and financial services. Their proprietary investment management principles, combined with a fiduciary approach, aim to capture investment returns while adhering to a disciplined and diversified approach. As a group, they maintain relationships with select third-party providers for custodial, investment management, and other financial services.