Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 407 near 48895

Out of 400,000+ nationwide

firm logo

Rich F

CFP®, EA

East Lansing, MI

IAM Financial

Work history In December of 2007 Rich created IAM Financial to serve clients seeking objective, affordable, independent advice. Prior to this, Mr. Feight was an investment advisor representative of Creative Financial Design, where he was responsible for the selection of securities used in, and management of, asset allocation portfolios for numerous client accounts. His career began as a registered representative of Vestax Securities Corp. where he was a fee-based advisor. Rich was also licensed in the state of Michigan with Jackson National Life to advise and sell life insurance. Education Rich is a graduate of Michigan State University where he received a degree in Finance. Rich earned the Certificate of Financial Planning from The College for Financial Planning in Denver, Colorado that was comprised of intense graduate-level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10-hour exam, making him one of the few in the country who hold the designation. Rich became an Enrolled Agent (EA) with the Internal Revenue Service in January 2011. An EA is a federally-authorized tax practitioner with technical expertise in the field of taxation. EAs are empowered by the Department of Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. Since 2004, Rich has subscribed to the stringent and mandatory annual educational hours, experience, and code of ethics to meet the requirements to be a NAPFA Registered Financial Advisor. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 5,000 in the country qualify for the membership; Rich is one of them. Rich is also a member of the National Association of Tax Professionals, Tax Professionals.com and the Greater Lansing Estate Planning Counsel. Volunteering Rich served on the National Board of the National Association of Personal Financial Advisors as membership director. He served on the Small Business Association of Michigan's Strategic Communications Committee and is a past President and Chairman of the Board of the Financial Planning Association (FPA) of Michigan, one of the largest and most influential of the FPA chapters in the country. Rich is also a past President for Transportation Toastmasters Club 4776 downtown Lansing where he enjoyed enhancing his speaking skills.

Business ownership considerations Business exit / sale strategy Established Professionals FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)
firm logo

Lori F

Series 66

East Lansing, MI

Edward Jones

General retirement planning Multi-generational wealth transfer
firm logo

Robert P

Series 63, Series 66

Williamston, MI

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
firm logo

Joni P

CFP®, Series 66

Dewitt, MI

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) ESG / Sustainable investing LGBTQIA
firm logo

Diana L

Series 66

Dewitt, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Planning for children with special needs Wealth management Founder/Business Owner
firm logo

David A

Series 66

East Lansing, MI

Merrill

David Anderson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing clients with honest and research-backed financial advice, emphasizing consistent follow-through, purposeful decision-making, and accessibility. David takes the time to understand his clients’ short-, mid-, and long-term goals and develops tailored financial plans supported by ongoing guidance as clients’ needs evolve. David's expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He bases his advice on extensive research from Merrill Lynch and Bank of America Global Research, ensuring clients’ investment strategies align with their specific needs and current market conditions. David holds a Bachelor’s Degree and a Master’s Degree from Michigan State University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys golfing, fishing, hunting, and spending time with his family in the greater Lansing area.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Married/Couples/Partners Parents
firm logo

Stephen B

Series 66

Mason, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
firm logo

Michael G

Series 63, Series 65

East Lansing, MI

Merrill

Michael Glaser is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the title of Senior Vice President and brings expertise in individual equities, options, and retirement planning. Michael began his career with Merrill Lynch in 1994 after earning a Bachelor's degree in Finance from Michigan State University. He holds the Chartered Retirement Planning Counselorâ„  designation and is recognized as a Personal Investment Advisor (PIA). His professional focus includes helping clients with retirement planning and managing investment options. Originally from Manchester, Connecticut, Michael currently resides in East Lansing, Michigan with his wife and two children.

Income planning Options & derivatives strategies Wealth management Parents
firm logo

Yarwijn B

Series 63, Series 66

East Lansing, MI

Merrill

Yarwijn Burnett is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2014, joining as part of the Draggoo Huber Team. Prior to her current role, she worked as a banker for JPMorgan Chase Bank starting in 2008. She holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Yarwijn advises retirees, women in transition, executives, and entrepreneurs, helping them pursue their financial goals and aspirations. Utilizing Merrill's proprietary Wealth Outlook and other analytical tools, she evaluates clients' overall financial well-being by considering variables such as retirement spending, inflation, taxes, asset allocation, and longevity expectations. Her approach emphasizes collaboration and attentive listening to provide personalized guidance tailored to each client's priorities. She holds a High School Diploma from Delphian School. Outside of work, Yarwijn dedicates time and resources to organizations such as the Greater Lansing Arts Council, Lansing Symphony, and Ingham County Animal Shelter. She and her husband, Adam, an attorney for the Sixth Circuit U.S. Court of Appeals, enjoy Lansing's art and music culture, as well as outdoor activities like hiking and camping with their two sons, Theodore and Winston.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management Executive Women Professionals Mid-Career Professionals Parents
firm logo

Jonah B

Series 66

Okemos, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Educators, Teachers, and Academics Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")