Best Financial Advisors in Ann Arbor

Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.

For Ann Arbor residents working in Education, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.

Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.

Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.

Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.

Ann Arbor's tech focus demands diversification to mitigate economic downturns. Housing prices may indicate a bubble; consider geographic investments. Weather risks include severe winter storms.