Which Financial Advisor Should You Choose in Birmingham, MI?

Review 3 local financial advisors in Birmingham, MI and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
7 reviews
White Glove
43 Years
7 reviews
White Glove provides data-driven seminar marketing solutions for financial professionals, leveraging its proprietary LeadJig platform to deliver qualified prospects and maximize client growth. The company specializes in customized and performance-based campaigns, offering real-time analytics, precision targeting, and comprehensive event management tools. With nearly four decades of industry experience, White Glove empowers advisors to achieve higher conversion rates and sustained business growth through technology-enabled marketing strategies.
Seminar Marketing Custom-Crafted Campaigns Performance-Based Campaigns
Packed seminars Real-time analytics Dedicated support
Prosperity Wealth Strategies is an independent wealth management firm specializing in comprehensive financial planning for families and individuals with $2-10 million in assets. We offer tailored solutions in estate planning, tax strategies, trust administration, and philanthropy, emphasizing personalized service and fee-only transparency. Partnering with Schwab Alliance, we combine institutional resources with independent advisory expertise to deliver client-centric outcomes.
Financial Planning Estate Planning Tax Strategies
Motive Wealth Advisors is a fee-only fiduciary firm offering tailored wealth management solutions for high net worth individuals and families. We specialize in investment strategy, financial planning, and estate optimization, combining technical expertise with personalized service. Our mission is to help clients grow and preserve wealth while fostering confidence and peace through trusted advisory relationships.
Wealth Management Financial Planning Investment Strategy
Exceptional personalized service Deep technical expertise Proactive communication
Bloomfield Hills (3.1 mi) Southfield (5.1 mi) Troy (5.2 mi) Plymouth (17.9 mi) Brighton (29.0 mi) Clawson (3.4 mi) Royal Oak (5.2 mi) Sterling Heights (9.5 mi) Auburn Hills (9.8 mi) Farmington (10.1 mi)