Financial Advisors · Ann Arbor, MI/Updated June 13, 2026
The 10 Best Financial Advisors in Ann Arbor, MI
Finding the right financial advisor can be daunting. Avoid common pitfalls by knowing what to ask before hiring.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceTwo Bird Wealth Strategies
95Score
Latest update · June 13, 2026: Initial ranking published. 10 Ann Arbor-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
In a city like Ann Arbor, where the cost of living and investment opportunities are constantly evolving, having a knowledgeable financial advisor is essential. The right advisor can help you navigate complex financial decisions, whether you're planning for retirement, saving for a home, or investing in your child's education.
We evaluated ten local financial advisory firms, focusing on their client ratings and the number of reviews. With an overall review pool of 226, we ranked them based on their transparency and the trust they have built within the community.
10financial advisors evaluated in Ann Arbor
4.98average rating across the field
226customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
Our evaluation process involved analyzing the Vetted Scores of each financial advisor based on client feedback. We ensured that no business paid for placement in our rankings, allowing for an unbiased selection of the best advisors in Ann Arbor.
This list is refreshed monthly to reflect the most current client experiences. We prioritize firms with a solid number of reviews, aiming to highlight those that demonstrate consistent performance and client satisfaction.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a perfect rating of 5 stars from 65 reviews, Two Bird Wealth Strategies is recognized for its personalized approach to financial planning. Clients appreciate the team's attentiveness and tailored strategies that meet individual financial goals. However, as a newer firm, they may still be building a broader client base.
Pros
Highly personalized service
Strong client relationships
Experienced advisors
Cons
Limited brand recognition
Still growing their client base
Best forIndividuals seeking tailored financial strategies
Brandon Tramper holds a 5-star rating with 62 reviews, praised for offering solid financial advice and a customer-centric approach. His affiliation with Ameriprise Financial adds credibility and resources. However, some clients note that availability can be limited during busy seasons. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is individuals seeking value with trusted resources. It serves Ann Arbor and nearby regions, with $150 to $400 per hour pricing, and the honest trade-offs are limited availability at times and less personalized than smaller firms.
Pros
Strong support from Ameriprise
Client-focused advice
Good value for services
Cons
Limited availability at times
Less personalized than smaller firms
Best forIndividuals seeking value with trusted resources
Imber Wealth Advisors has a 5-star rating from 25 reviews and is known for its comprehensive financial planning services. Clients appreciate the thoroughness and clarity in the advice provided. However, the smaller number of reviews may suggest a less established presence in the market. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is individuals looking for detailed financial planning. It serves Ann Arbor area, with $250 to $450 per hour pricing, and the honest trade-offs are smaller review base and less brand recognition.
Pros
Thorough financial planning
Clear communication
Client satisfaction
Cons
Smaller review base
Less brand recognition
Best forIndividuals looking for detailed financial planning
Boardwalk Wealth Management has an impressive rating of 4.9 stars from 27 reviews. Clients appreciate the approachable staff and the focus on personalized investment strategies. However, the firm’s relatively fewer reviews compared to others may indicate a need for more client testimonials. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking a friendly approach to wealth management. It serves Ann Arbor and surrounding communities, with $150 to $400 per hour pricing, and the honest trade-offs are fewer reviews and less visibility in the market.
Pros
Approachable staff
Personalized investment strategies
Good communication
Cons
Fewer reviews
Less visibility in the market
Best forClients seeking a friendly approach to wealth management
Lisa LaCross Courtney has a strong 4.9-star rating from 22 reviews, noted for her depth of knowledge and client engagement. She is particularly effective in retirement planning. However, her relatively smaller client base might limit her availability during peak times. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients focused on retirement planning. It serves Ann Arbor area, with $200 to $500 per hour pricing, and the honest trade-offs are limited client base and potential availability issues.
Edelman Financial Engines holds a 5-star rating from 9 reviews, offering a wide range of financial services. Clients appreciate the firm’s comprehensive resources and expert guidance. However, with only a handful of reviews, trust is still developing among potential clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is individuals looking for a wide range of financial services. It serves Ann Arbor and surrounding areas, with $200 to $600 per hour pricing, and the honest trade-offs are limited reviews and less personalized service.
Pros
Wide range of services
Expert guidance
Established firm
Cons
Limited reviews
Less personalized service
Best forIndividuals looking for a wide range of financial services
This location of Edelman Financial Engines also holds a 5-star rating from 9 reviews. Clients find value in the firm’s investment strategies and financial planning tools. However, like other locations, the limited number of reviews may impact overall trust. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients interested in investment strategies. It serves Ann Arbor area, with $200 to $600 per hour pricing, and the honest trade-offs are limited number of reviews and less personalized experience.
Pros
Strong investment strategies
Helpful financial planning tools
Established brand
Cons
Limited number of reviews
Less personalized experience
Best forClients interested in investment strategies
Merrill Lynch Wealth Management has a 5-star rating from 3 reviews, offering clients a well-established platform for investment services. Clients appreciate the wealth of resources available. However, a limited review count may make it difficult for potential clients to gauge overall satisfaction. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking an established investment platform. It serves Ann Arbor and nearby regions, with $250 to $500 per hour pricing, and the honest trade-offs are limited reviews and less personalized attention.
Pros
Established brand
Abundant resources
Comprehensive services
Cons
Limited reviews
Less personalized attention
Best forClients seeking an established investment platform
Darden Wealth Group has a perfect rating of 5 stars from 3 reviews. Clients appreciate the personalized attention and tailored strategies. However, with such a small number of reviews, it may be hard to build trust with new clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients looking for highly personalized service. It serves Ann Arbor area, with $200 to $400 per hour pricing, and the honest trade-offs are very limited reviews and less established presence.
Pros
Personalized service
Tailored financial strategies
Strong client relationships
Cons
Very limited reviews
Less established presence
Best forClients looking for highly personalized service
Arbor Financial has a 5-star rating from just 1 review. While clients praise the service provided, the lack of reviews makes it difficult to assess overall quality. This firm may be worth considering, but potential clients should proceed with caution. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is clients seeking a very personalized experience. It serves Ann Arbor area, with $150 to $350 per hour pricing, and the honest trade-offs are only one review and limited visibility in the market.
Pros
High rating from a client
Personalized approach
Cons
Only one review
Limited visibility in the market
Best forClients seeking a very personalized experience
Selecting a financial advisor is a significant decision that can impact your financial future. Here are essential questions to guide your choice.
What is your investment philosophy?
Understanding how a financial advisor approaches investments will help you determine if their strategy aligns with your financial goals.
How do you charge for your services?
Clarifying fee structures, whether hourly, flat-rate, or commission-based, is crucial to avoid unexpected costs.
Can you provide references from past clients?
Requesting client references can give you insight into the advisor's track record and client satisfaction.
What it costs
What financial advisors cost in Ann Arbor
Costs for financial advisory services can vary widely based on the advisor's fee structure and the complexity of your financial situation. Here are typical pricing tiers:
Hourly RateExpect to pay between $150 to $400 per hour for advisory services.
Flat FeeSome advisors charge a flat fee for specific services, typically ranging from $1,000 to $5,000, depending on the scope.
Assets Under Management (AUM)Many advisors charge a percentage of assets managed, generally between 0.5% to 1% annually.
Commission-BasedCommission-based fees can vary significantly, so it's important to understand the potential conflicts of interest.
Frequently asked questions
How much does financial advising cost in Ann Arbor?
Most financial advisors in Ann Arbor charge fees that can range from $100 to $300 per hour, with some offering flat fees for specific services.
What should I look for in a financial advisor?
Focus on their experience, client reviews, and areas of expertise. In Ann Arbor, consider how many reviews they have as many firms are still building trust.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Ann Arbor residents: <strong>Two Bird Wealth Strategies</strong>
For comprehensive planning and a solid reputation, choose Two Bird Wealth Strategies. If you prefer a personal touch and a slightly smaller firm, then Brandon Tramper - Financial Advisor, Ameriprise Financial Services, LLC is a strong alternative. For those looking for a newer firm with potential, Imber Wealth Advisors, Inc. may fit your needs but be aware of its thinner review base.
Cityvetted
