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Top Financial Advisors in Brighton, MI

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Brighton, Michigan

If you’re searching for a financial advisor in Brighton, Michigan, we can help you narrow the field. SmartAsset’s experts conducted hours of research, digging through data and reading the fine print, to find the top registered investment advisors (RIAs) in Brighton. To automatically connect with advisors who serve your area, use SmartAsset's free financial advisor matching tool.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Executive Wealth Management, LLC Executive Wealth Management, LLC logo Find an Advisor

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$1,333,593,111 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Educational seminars
  • Consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Educational seminars
  • Consulting
2 Guardian Pointe Private Wealth Management, LLC Guardian Pointe Private Wealth Management, LLC logo Find an Advisor

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$30,508,297 $250,000
  • Financial planning
  • Portfolio management
  • Advisor selection
  • Educational seminars

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Advisor selection
  • Educational seminars
3 Old Oak Financial Planning, Inc. Old Oak Financial Planning, Inc. logo Find an Advisor

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$138,081,041 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management

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What We Use in Our Methodology

To find the top financial advisors in Brighton, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Executive Wealth Management

Executive Wealth Management (EWM) tops our Brighton list. At its headquarters in the city, its advisory team boasts designations like certified financial planner (CFP), chartered financial consultant (ChFC), chartered life underwriter (CLU) and several others. Some advisors can also earn commissions as broker-dealer representatives or insurance agents, making the firm fee-based. Despite this potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests.

The firm works mostly with non-high-net-worth individuals. It also works with high-net-worth individuals, retirement plans, charities, government entities, insurance companies, estates and businesses. It doesn’t impose a minimum account size requirement.

Executive Wealth Management Background

Albert Herzog founded Executive Wealth Management in 1981. Its owners and board of managers are Albert P. Herzog III, Michael R. Chechel, Jr., Gregory J. Barber, Adam R. Kulesza and Michael J. Lay, all of whom still work at the firm. The firm also has branches in Northville, Michigan; Ludington, Michigan; and Jackson, Mississippi.

Advisors, who may earn commissions from third parties in addition to client fees, offer portfolio management services as part of a wrap fee program. So clients pay bundled fees that cover advisory services and transaction-based costs. The firm also offers individual allocation recommendations for client-directed fund investments in employer-sponsored retirement plans, portfolio management within retirement plans, pension consulting and financial planning. 

Executive Wealth Management Investment Strategy

Executive Wealth Management makes investment decisions based on the client’s needs and capacity for risk. The firm diversifies portfolios with various asset classes. A portfolio may invest in mutual funds, exchange-traded funds (ETFs), real estate investment trusts (REITs) and variable annuities.

Guardian Pointe Private Wealth Management

Second on our list is Guardian Pointe Private Wealth Management. The firm requires a minimum investment of $250,000 for asset management services. Still, its client base consists entirely of individuals who do not have a high net worth.

Some advisors at Guardian Pointe are licensed insurance agents, which means they may earn commissions when they sell specific insurance products. This compensation may be in addition to the advisory fees they charge clients. This, of course, can create a potential conflict of interest. However, Guardian Pointe and its representatives have a fiduciary duty to offer advice in the best interests of their clients.

Guardian Pointe Private Wealth Management Background

Richard A. Kisser and Ronald J. Briggs, Jr. launched Guardian Pointe Private Wealth Management in 2017. They have a combined 50 years of experience in the financial services industry.

The firm offers asset management services through both a wrap fee program and a traditional advisory relationship. In some cases, they may work with sub-advisors to manage clients’ accounts. 

Guardian Pointe Private Wealth Management Investing Strategy

Guardian Pointe offers access to separately managed accounts (SMAs). These are run with the help of third-party portfolio managers. This allows investors to benefit potentially from multiple strategies. These portfolios are built with individual securities, which clients would directly own. Security options generally include stocks and bonds. The weighting of either would depend on the individual goals and risk tolerance of the client.

Old Oak Financial Planning

Old Oak Financial Planning is a Brighton-based RIA. The firm doesn’t require a minimum account size for its services. Not surprisingly, it primarily works with individuals who do not have a high net worth. However, a handful of its clients do have a high net worth.

As a fee-based firm, certain on-staff advisors at Old Oak can receive commissions from insurance sales. This creates a potential conflict of interest, though the firm is legally bound to act in clients' best interests due to its fiduciary duty.

Old Oak Financial Planning Background

Old Oak Financial Planning was founded in 1995. Terry Rawsky, a graduate of Cleary College and the University of Michigan, is the firm's primary owner. Both on-staff advisors here are certified financial planners (CFPs).

The firm offers financial planning and active portfolio management services. You can receive advice on various financial topics including: 

  • Tax planning
  • Investments
  • Retirement
  • Education
  • Insurance
  • Estate planning

Old Oak Financial Planning Investment Strategy

Old Oak Financial Planning believes diversification is key to capturing returns and mitigating risk. The firm generally invests client assets in no-load mutual funds, stocks and bonds. But its advisors may consider other options they believe can help clients meet their investment goals. Some other factors that will be a part of your portfolio plans are your personal risk tolerance, time horizon, income needs, liquidity needs and investment preferences.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.