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Showing 1 - 12 of 13 results
LVM CAPITAL MANAGEMENT, LTD.
LVM CAPITAL MANAGEMENT, LTD.
Portage, Michigan
11-50 employees
LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning in order to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing.    We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.
Retirement Benefits Rank
Market Leading
ZHANG FINANCIAL LLC
ZHANG FINANCIAL LLC
Portage, Michigan
11-50 employees
Zhang Financial sets a new standard for your finances. Established three decades ago,* Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success. For the past seven years, Charles Zhang, CFP®, has been placed in the top 10 on Barron's list of America's Top 100 Independent Wealth Advisors. Most recently he was ranked #1 in the nation.** Charles was also ranked #6 in the nation on Forbes' list of America's Top Wealth Advisors for 2021 and is the highest ranked Independent Advisor on the list.*** Zhang Financial is also known for its commitment to philanthropy. *Zhang Financial formerly operated under dba Zhang & Associates **As reported in Barron's August 22, 2015, August 27, 2016, September 15, 2017, September 14, 2018, September 16, 2019, September 12, 2020, and September, 17, 2021. The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, quality of the advisors'​ practices, and other factors. ***As reported in Forbes August 16, 2021. The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. See zhangfinancial.com/disclosure for full ranking criteria.
Retirement Benefits Rank
Top Benefits
WISER ACQUISITIONS, INC. DBA WISER FINANCIAL GROUP
WISER ACQUISITIONS, INC. DBA WISER FINANCIAL GROUP
Kalamazoo, Michigan
11-50 employees
The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our team has been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management, and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.
Retirement Benefits Rank
Top Benefits
FINANCIAL ADVISORY CORPORATION
FINANCIAL ADVISORY CORPORATION
Grand Rapids, Michigan
11-50 employees
Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan. We offer wisdom, caring advice, and counsel with the space and time for exceptional service. Established in 1988, FAC has served individuals and institutions with comprehensive investment and financial planning services delivered by committed experts. All of our advisors are Certified Financial Planners (CFP®) or Chartered Financial Analysts (CFA) and bring a team approach as well as a wealth of expertise to everything we do. We enjoy taking the worry and stress out of financial matters and partnering with you for financial success. We utilize our experience to deliver advice and counsel that is comprehensive, thoughtful and uniquely meets your needs and financial goals. In our 25 years of serving clients we have developed our own systems and tools that guide our process and assist you in gaining financial peace of mind.
Retirement Benefits Rank
Market Competitive
NPF INVESTMENT ADVISORS
NPF INVESTMENT ADVISORS
Grand Rapids, Michigan
11-50 employees
Supported partners and portfolio managers by providing timely research on the firm’s top equity holdings. Completed a thorough analysis of the firm’s core positions with a focus on the competitive position of underlying company’s business model, the strength of the underlying fundamentals of the company, the current valuation of the stock relative to market expectations and other critical factors. Delivered timely written earnings reports following a comprehensive review of the quarterly conference call of each core holding. Provided buy & sell recommendations to portfolio managers at weekly manager meetings.
Retirement Benefits Rank
Top Benefits
LEGACY TRUST
LEGACY TRUST
Grand Rapids, Michigan
11-50 employees
At Legacy Trust, we have three areas of interest—you, your family and the generations that will follow. Since 2004, we’ve met the financial management needs of West Michigan’s most prosperous individuals. We do so thoughtfully, proactively and with a deep sense of understanding. The fate of your wealth shouldn’t be a matter of chance. It should be a matter of choice. That’s why we remain entirely independent. With Legacy Trust, our decisions are made together, without a single ulterior motive. We offer fee-based services, eliminating the pressures of sales and commission. This is how wealth management should be: objective, collaborative and client-focused. In order to stay client-focused, we remain right here in West Michigan. Our clients are our neighbors, and decisions are made around the corner, not across the country. This allows you to be involved as much or as little as you’d like. It’s not the common approach, or the easiest, but to us, it’s always been paramount. Wealth management is complex, but it doesn’t have to be convoluted. To sustain a lasting legacy, and build a trusting partnership, we listen to your unique perspectives and ambitions. Through this understanding, we provide more than answers for today. We provide answers for life.
Retirement Benefits Rank
Market Leading
SPECTRAL ENTERPRISES INC.
SPECTRAL ENTERPRISES INC.
Grand Haven, Michigan
11-50 employees
Spectral Enterprises owns Bremer Authentic Ingredients in Zeeland, Michigan and Northland Express Transport in Grand Haven, Michigan. Northland brokers truckload freight, matching customers with carriers nationwide. Specializing in transporting nursery stock and Christmas trees. Dispatching offices in Michigan, Oregon, and Tennessee. Bremer provides sugar, flour, salt, and other food ingredients to bakeries, food manufacturers, and meat processors in Michigan, Indiana, and Ohio.
Retirement Benefits Rank
Market Laggard
DWH, LLC
DWH, LLC
Grand Rapids, Michigan
11-50 employees
DWH was founded on the philosophy that every stakeholder matters. We consider clients, employees, owners, investors and our community as a whole to achieve results that maximize value for all. Our Mission is to be the preferred business advisory services provider and investment solution within our markets in a manner that makes a positive impact in our community. What We Do Turnaround | Restructure | Growth Management | Succession | Transition | Mergers | Acquisitions | Financial Advisory | Tribal Economic Development
Retirement Benefits Rank
Market Laggard
GASAWAY INVESTMENT ADVISORS, INC.
GASAWAY INVESTMENT ADVISORS, INC.
Kalamazoo, Michigan
11-50 employees
Gasaway Investment Advisors has been serving our community for over 30 years. Our mission is to provide personalized service, quality investments, and the confidence to navigate your financial course. No matter where you are at on your financial journey, we are here to help. To find Gasaway Investment Advisors' Important Disclosures, click this link here for our website: https://www.gasawayinvestments.com/important-disclosure-information
Retirement Benefits Rank
Market Leading
TRILLIUM MANAGEMENT MSV, LLC
TRILLIUM MANAGEMENT MSV, LLC
Grand Rapids, Michigan
11-50 employees
Trillium Ventures MSV was created to capitalize on investment opportunities in the multifamily real estate market. We provide a broad scope of services including investment and asset management, property management and construction management to investors, strategic partners and property owners. Trillium’s strategy focuses on value-added investing in commercial real estate, mainly in the multifamily sector. We strive to make each project a success by identifying and meeting the strategic goals of the project. We reposition a property by improving management operations, recapitalization, completing deferred capital expenditures and improving the physical plant through renovations. Trillium has a variety of construction experience completing projects for industrial, office, apartment, education facilities. Trillium is a unique firm that is able to handle multifaceted strategies to maximize investment value from acquisition to disposition of the asset.
Retirement Benefits Rank
Market Laggard
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MATTSON FINANCIALS SERVICES LLC
MATTSON FINANCIALS SERVICES LLC
Kentwood, Michigan
11-50 employees
At Mattson Financial Services, LLC, we help you achieve your retirement dreams, goals and desires with a fully customized plan. Our Financial Planning Center takes pride in providing comprehensive financial planning services to our clients. We discuss the 4 pieces of the retirement puzzle, which include reviewing our clients tax strategy, investments to provide stable income, estate plans, and insurance. We embrace our role as a fiduciary, acting in our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for a carefree retirement and multi-generational wealth.
Retirement Benefits Rank
Below Market
FAMILY FOCUSED FINANCIAL
FAMILY FOCUSED FINANCIAL
St. Joseph, Michigan
11-50 employees
➤ WHAT WE DO: We are like tour guides, showing people the shortcuts and landmines on their Successful Retirement journey. ➤ HOW WE DO IT: We walk beside you as you address 7 key areas (Legal, Tax, Investment, Income, Risk, Health & Legacy). Once complete, you experience peace of mind, knowing you have an efficient, organized, comprehensive, optimized plan for the future. Then you can: ✔Make great memories by doing the things you've always wanted to do. ✔Help the people and causes you really want to help. ➤ WHAT MAKES US DIFFERENT: ✔We don't just hand you a list of things to do. We walk beside you each step of the way. As people of faith, our responsibility is to help people make wise decisions as they safeguard their families and optimize their assets. ✔ Want To Learn More? ☏ 269.208.4237 ✉ [email protected]] https://famfocfinancial.com/
Retirement Benefits Rank
Market Competitive