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Top 30 financial advisors of 843 near 48362
Out of 400,000+ nationwide
John B
CFP®, CPA
Oakland Twp, MI
J Robert Bergmann Advisors, LLC
Trust, relationships, and work ethic. Three core values I take very seriously when serving you and your family. Working with me, you can expect honesty, good judgement, and strong character. Reliable and responsive to your financial needs, I place your interests ahead of my own and strive to always be a positive, empathetic, and collaborative partner. Disciplined and organized, with a sense of curiosity, my goal is to achieve results that will help and support the wellbeing of your family. With more than 30 years of financial and business experience, my hope is to share the knowledge, experience, and a little wisdom developed over that time to help you achieve your next goals in life.
Kimberly H
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.
Carla A
CFP®
Lake Orion, MI
Nectarine
With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.
Grant F
Series 66
Lake Orion, MI
Edward Jones
Daniel H
Series 63, Series 66
Shelby Township, MI
Edward Jones
Agostino T
CFP®, Series 63
Macomb, MI
Edward Jones
Paul D
Series 63, Series 65, Series 66
Utica, MI
Edward Jones
Channing P
ChFC®, Series 66
Sterling Heights, MI
Edward Jones
Brian H
Series 63, Series 66
Lake Orion, MI
Edward Jones
Mark F
CFP®, Series 63, Series 65
Rochester, MI
Edward Jones
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Top 30 financial advisors of 843 near 48362
Out of 400,000+ nationwide