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Advisors near 48043
Out of 400,000+ nationwide
Kimberly H
Verified by Warmer
CFP®, CRPC®
Troy, MI
Innermost Wealth Management, LLC
I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.
Douglas N
CFP®, Series 63, Series 66
Clinton Twp, MI
Our Investment Guy
David R
CFP®, Series 66
Grosse Pointe Shores, MI
Tetra Wealth Management
Michael K
CFP®
Troy, MI
Global Wealth Advisors LLC
Brewster S
CFP®
Royal Oak, MI
The Financial Planning Company
Jonathan M
Series 65
Grosse Pointe Shores, MI
Ballers and Associates
John C
CFP®, Series 65
Rochester, MI
Namesake Group
Matthew C
CFA®, Series 63
Troy, MI
Cook & Associates
Jarryd S
Series 65
Royal Oak, MI
Harbor Light Planning
Erik K
CFP®, Series 65, Series 66
Rochester Hills, MI
Chessie Advisors, LLC
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Advisors near 48043
Out of 400,000+ nationwide