Find Top Financial Advisors Near Holland, Ohio
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CAMELOT PORTFOLIOS, LLC
CAMELOT PORTFOLIOS, LLC
Maumee, Ohio
Camelot Portfolios, LLC, headquartered in Maumee, OH, is a highly regarded investment advisory firm with a strong presence in the financial industry. With over 970 individual clients and a staggering $285,980,000 in assets under management, Camelot Portfolios, LLC has established itself as a trusted partner for individuals and employer 401Ks alike. Driven by a dedicated team of seven employees, including four experienced investment advisors, Camelot Portfolios, LLC offers a comprehensive range of services. As a registered representative of a broker-dealer, insurance broker, and agent, they provide expert guidance in managing investments and mitigating risks. The firm's compensation structure is flexible, accommodating various client preferences. They offer competitive options such as a percentage of assets under management, hourly charges, and performance-based fees. With 99% of the assets they manage being discretionary, Camelot Portfolios, LLC demonstrates their ability to make informed investment decisions on behalf of their clients. Boasting an average of approximately $71,500,000 in assets under management per investment advisor, Camelot Portfolios, LLC's professionals align with industry standards. Noteworthy advisors at the firm include Paul Hoffmeister, Frank Echelmeyer, and Darren Munn, who have displayed exceptional longevity and expertise in their roles. With two offices strategically located in Maumee, OH, Camelot Portfolios, LLC is well-positioned to serve clients with personalized attention and a comprehensive suite of investment services. Clients can trust in their proven track record and extensive experience in managing diverse portfolios, making Camelot Portfolios, LLC an ideal partner for long-term financial success.
JFR FINANCIAL SERVICES, INC.
JFR FINANCIAL SERVICES, INC.
Trenton, Michigan
JFR Financial Services, Inc., headquartered in Trenton, MI, is a reputable investment advisory firm catering to a diverse clientele. With a knowledge cutoff in 2021, JFR Financial Services, Inc. had accumulated an impressive portfolio of over 360 individual clients and managed assets worth more than $204,741,000. Specializing in employer 401Ks and individual investment management, the firm has established itself as an experienced player in the field. Operating from a single office, JFR Financial Services, Inc. boasts a team of three dedicated professionals, two of whom provide top-notch investment advisory services. With an average of $102,370,000 in assets under management per investment advisor, the firm's performance aligns with the industry average. Among the seasoned registered advisors at JFR Financial Services, Inc., Craig Sawicki and John Robbins stand out as the longest tenured, bringing a wealth of expertise to the firm. JFR Financial Services, Inc. distinguishes itself by offering a versatile compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows clients to choose the payment arrangement that best suits their needs. As a fully discretionary firm, JFR Financial Services, Inc. prides itself on its ability to make independent investment decisions on behalf of its clients. This approach ensures that the firm has the autonomy to pursue investment strategies tailored to each client's unique goals and risk tolerance. Overall, JFR Financial Services, Inc. has built a strong reputation in the investment advisory industry, providing personalized financial guidance and managing substantial assets with professionalism and expertise.
SPC
SPC
Ann Arbor, Michigan
SPC is a reputable regional investment advisory firm headquartered in Ann Arbor, MI. With 610 employees exclusively dedicated to providing investment advisory services, SPC demonstrates its commitment to delivering exceptional financial expertise to its clients. Their impressive average of $314,750,000 in assets under management per investment advisor surpasses the industry average, showcasing their proficiency in managing substantial portfolios. The compensation structure at SPC encompasses various types, such as a percentage of assets under management and performance-based fees. This multi-faceted approach ensures that the advisors are incentivized to deliver optimal results for their clients while aligning their interests with long-term investment success. With an extensive client base of over 31,650 individuals, SPC oversees an impressive $5,964,257,000 in assets under management. Notably, approximately half of these assets stem from employer 401Ks or individual accounts, highlighting SPC's expertise and experience in managing retirement funds. Moreover, SPC manages all assets on a discretionary basis, enabling them to make independent investment decisions in line with their clients' objectives. Operating from 427 offices across the region, SPC has established a strong presence in the financial services landscape. The firm boasts a team of accomplished advisors, with notable long-tenured professionals such as Robert Wayne, John Dante, and Jerome Rydell, who bring a wealth of experience and insight to their clients' investment strategies. SPC's dedication to exceptional service, substantial assets under management, and experienced team members solidify its position as a leading investment advisory firm in Ann Arbor, MI, and beyond.
RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC.
Ann Arbor, Michigan
Retirement Income Solutions, Inc., headquartered in Ann Arbor, MI, is a reputable investment advisory firm that specializes in retirement planning. With a team of 20 dedicated professionals, 17 of whom are investment advisors, they provide comprehensive and personalized financial solutions to a diverse clientele. Drawing on their extensive expertise, Retirement Income Solutions guides clients in making informed investment decisions to secure their financial future. On average, each investment advisor manages approximately $86,880,000 in assets, aligning with the industry average. The firm's compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges, ensuring that clients receive tailored services based on their unique needs. Retirement Income Solutions boasts an impressive portfolio, with over $2,145,728,000 in assets under management for more than 570 individual clients. The firm primarily caters to high-net-worth individuals, although they also manage 401K and individual accounts, which collectively constitute less than 30% of their total assets. Furthermore, the company has the expertise and capability to handle employer funds. With a local presence in Ann Arbor, Retirement Income Solutions operates from a single office. The firm prides itself on its long-tenured advisors, including Aaron Tanner, Brock Hastie, and Harrison Kephart, who bring years of experience and a deep understanding of the financial industry. Their commitment to client satisfaction and comprehensive retirement planning has established Retirement Income Solutions, Inc. as a trusted partner in helping individuals achieve their retirement goals.
SJS INVESTMENT SERVICES
SJS INVESTMENT SERVICES
Sylvania, Ohio
SJS Investment Services, a local investment advisory firm based in Sylvania, OH, prides itself on providing comprehensive financial solutions to its clients. With a team of 17 highly skilled professionals, 15 of whom specialize in investment advisory services, SJS Investment Services offers expertise and personalized guidance to help individuals and businesses achieve their financial goals. With an average of approximately $42,580,000 in assets under management per investment advisor, SJS Investment Services demonstrates its commitment to delivering exceptional results. Their compensation structure is diverse, including various methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have flexible options to suit their needs. SJS Investment Services manages over $2,028,890,000 in assets for more than 380 individual clients. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to manage employer funds. Notably, all of the assets they manage are discretionary, reflecting the trust and confidence their clients place in their expertise. With three offices in strategic locations, SJS Investment Services is accessible to a wide range of clients. The firm boasts a team of experienced advisors, including Kevin Kelly, Jeffrey Yost, and Scott Savage, who have established long-standing tenures, contributing to the firm's solid reputation and commitment to excellence. SJS Investment Services stands as a reliable partner in financial planning and investment management, dedicated to assisting clients in navigating the complexities of the financial landscape and achieving lasting success.
CROAK ASSET MANAGEMENT
CROAK ASSET MANAGEMENT
Toledo, Ohio
Croak Asset Management is a small investment advisory firm headquartered in Toledo, OH. With one office, the firm employs a total of four dedicated professionals, all of whom specialize in providing expert investment advisory services. Renowned for their exceptional service and financial expertise, Croak Asset Management boasts an impressive average of approximately $35,730,000 in assets under management per investment advisor. The firm's compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Croak Asset Management has developed significant expertise in managing employer 401Ks and individual accounts, which together comprise around half of their assets under management. This expertise has been honed through years of experience and a deep understanding of the intricacies of this space. With 100% of the assets they manage being discretionary, clients of Croak Asset Management benefit from the firm's unwavering commitment to acting in their best interests. The firm proudly serves a diverse clientele, with over 940 individual clients entrusting them with a total of more than $142,911,000 in assets under management. Croak Asset Management takes pride in its team of seasoned advisors, with notable long-tenured individuals such as Connor Hutchison, James Burnor, and Timothy Croak. These professionals bring a wealth of experience and knowledge to their roles, ensuring that clients receive top-tier financial guidance and personalized investment strategies tailored to their unique needs and goals.
THE RETIREMENT GUYS FORMULA
THE RETIREMENT GUYS FORMULA
Maumee, Ohio
The Retirement Guys Formula is a well-established investment advisory firm located in Maumee, OH, serving clients with their financial needs. With a total of six offices, the company boasts a team of 12 dedicated employees, most of whom specialize in providing investment advisory services. On average, each investment advisor handles approximately $18,270,000 in assets under management, demonstrating their expertise in managing substantial portfolios. The firm offers a diverse compensation structure tailored to meet clients' specific requirements, including a percentage of assets under management, hourly charges, and fixed fees. Their client base primarily consists of employer 401K plans and individual investors, collectively accounting for over 80% of their assets under management. The Retirement Guys Formula is particularly adept at managing 401K plans for employers and employees alike, leveraging their extensive knowledge and experience in the field. Notably, all the assets managed by The Retirement Guys Formula are discretionary, showcasing their clients' trust in the firm's decision-making capabilities. With over 980 individual clients and an impressive $200,949,000 in assets under management, the company has established a strong track record in delivering exceptional financial outcomes for their clients. The Retirement Guys Formula prides itself on its seasoned team of advisors, including Kenneth Sullivan, Shane Galino, and Nolan Baker, who have been instrumental in the firm's long-standing success. With their combined expertise and the firm's commitment to delivering personalized financial solutions, The Retirement Guys Formula has become a trusted name in the investment advisory industry, helping individuals and employers navigate their financial journeys with confidence and security.
ATLANTIS WEALTH ADVISORS LLC
ATLANTIS WEALTH ADVISORS LLC
Maumee, Ohio
Atlantis Wealth Advisors LLC is a small investment advisory firm based out of Maumee, OH, with a team of 4 experienced professionals dedicated to providing comprehensive investment advisory services. With an average of $49,930,000 in assets under management per investment advisor, they maintain an industry-average position in terms of portfolio size. Their compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. With over 330 individual clients and a total of $113,053,000 in assets under management, Atlantis Wealth Advisors LLC has established a strong presence in the financial industry. They excel in managing employer 401Ks and individual investments, with approximately half of their assets under management derived from these sources. Their extensive experience in this space has solidified their reputation as a reliable and trusted wealth management partner. A notable aspect of Atlantis Wealth Advisors LLC's services is their expertise as a registered representative of a broker-dealer, insurance broker or agent, real estate broker, dealer, or agent. This diversification allows them to offer a comprehensive range of financial solutions to their clients. Located in Maumee, OH, Atlantis Wealth Advisors LLC operates from five office locations. The firm takes pride in its team of highly experienced advisors, including Muhammed-Kabeer Gbaja-Biamila, Todd Rhine, and Richard Horner, who have been with the company for a significant period of time. Their extensive knowledge and dedication contribute to the firm's continued success in serving the financial needs of their clients.
ARBOR TRUST WEALTH ADVISORS, LLC
ARBOR TRUST WEALTH ADVISORS, LLC
Ann Arbor, Michigan
Arbor Trust Wealth Advisors, LLC is a reputable investment advisory firm located in Ann Arbor, MI. With over 320 individual clients and a remarkable $450,555,000 in assets under management, they have established themselves as a trusted partner for wealth management. While the firm primarily caters to high net worth individuals, they also possess the expertise to oversee employer funds, although these make up less than 30% of their assets under management. With one office in Ann Arbor, Arbor Trust Wealth Advisors, LLC operates as a small but dedicated team. They boast a total of 10 employees, with four of them specializing in providing investment advisory services. Their compensation structure is flexible and encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients have options that suit their preferences. Arbor Trust Wealth Advisors, LLC is known for its discretionary approach, as an overwhelming 99% of the assets they manage are under their direct control. This level of discretion allows them to navigate the complexities of the market with agility and make informed investment decisions on behalf of their clients. The firm's average assets under management per investment advisor stand at approximately $112,640,000, aligning closely with industry standards. Notably, Arbor Trust Wealth Advisors, LLC takes pride in the long-standing expertise of some of their advisors, including Charles Waterhouse, Gary Haapala, and James Winslow, who have been instrumental in delivering exceptional service to their clients. With a solid track record and a commitment to client success, Arbor Trust Wealth Advisors, LLC is poised to continue their growth and make a lasting impact in the financial industry.
PALATINE HILL WEALTH MANAGEMENT
PALATINE HILL WEALTH MANAGEMENT
Ann Arbor, Michigan
Palatine Hill Wealth Management is a small investment advisory firm based out of Ann Arbor, MI, with two offices. With a team of five dedicated professionals, four of whom provide investment advisory services, Palatine Hill offers personalized wealth management solutions to its clients. The firm boasts an impressive average of approximately $39,090,000 in assets under management per investment advisor. Committed to delivering tailored financial strategies, Palatine Hill's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's focus primarily lies in managing individual accounts and 401(k) plans, these represent less than 30% of their assets under management. Palatine Hill also possesses the capability to oversee employer funds, extending their expertise to a diverse range of clients. With a solid reputation in the industry, Palatine Hill manages 100% of the assets under their care on a discretionary basis. This discretionary approach empowers the firm to make informed investment decisions on behalf of their clients, ensuring agility in adapting to market conditions. Palatine Hill Wealth Management serves a robust client base, consisting of over 120 individuals who entrust the firm with their financial well-being. These clients collectively hold over $156,359,000 in assets under management, a testament to the firm's ability to deliver effective wealth management strategies. Boasting a team of experienced professionals, Palatine Hill has several long-tenured advisors, including Charles Dabrowski, Richard Eidswick, and Jeff Cheek. Their expertise and commitment to client satisfaction have been instrumental in establishing Palatine Hill as a trusted partner in wealth management within the Ann Arbor community and beyond.
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HERITAGE FINANCIAL ADVISORS, LLC
HERITAGE FINANCIAL ADVISORS, LLC
Waterville, Ohio
Heritage Financial Advisors, LLC, headquartered in Waterville, OH, is a leading investment advisory firm catering to a diverse clientele. With two strategically located offices, the firm boasts a team of dedicated professionals who provide comprehensive investment advisory services. Recognized for their expertise and commitment to excellence, Heritage Financial Advisors stands out in the industry with an impressive average of $135,270,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure reflects flexibility and client-centricity, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. While the firm's portfolio includes a majority of non-401K and individual accounts, which represent less than 30% of their assets under management, they possess the capability to efficiently manage employer funds. Heritage Financial Advisors, LLC boasts a sizable client base, serving over 180 individual clients and expertly managing assets worth more than $135,266,000. Among their highly experienced team, Charlotte Sargeant and Sasha Wright stand as the firm's longest-tenured registered advisors, exemplifying the firm's commitment to longevity and stability. With a strong track record, a client-focused approach, and a team of seasoned professionals, Heritage Financial Advisors, LLC has earned a stellar reputation as a trusted partner in achieving financial goals.
KMG FIDUCIARY PARTNERS, LLC
KMG FIDUCIARY PARTNERS, LLC
Toledo, Ohio
KMG Fiduciary Partners, LLC, headquartered in Toledo, OH, is a leading investment advisory firm catering to the financial needs of over 750 individual clients. With a remarkable $1,007,847,000 in assets under management, KMG Fiduciary Partners boasts a strong local presence, maintaining five offices to ensure personalized service. While their expertise extends beyond 401K and individual accounts, such accounts constitute less than 30% of their total assets managed, showcasing their ability to effectively oversee employer funds. Notably, all the assets entrusted to KMG Fiduciary Partners are managed on a discretionary basis, reflecting the firm's commitment to providing clients with expert decision-making and risk management. Primarily serving high-net-worth individuals, KMG Fiduciary Partners leverages its vast experience and comprehensive knowledge to offer tailored investment strategies. Their compensation structure encompasses various approaches, including a percentage of assets under management, ensuring alignment with their clients' financial goals. With a team of 16 dedicated professionals, nine of whom provide investment advisory services, KMG Fiduciary Partners maintains a favorable client-to-advisor ratio. On average, each investment advisor oversees approximately $111,980,000 in assets under management, reflecting their ability to deliver attentive and focused guidance. Drawing on their long-standing industry experience, KMG Fiduciary Partners is proud to have advisors like Richard Kaser, Aaron Mechling, and David Kaser, who have been instrumental in the firm's success. Their expertise, combined with a commitment to exceptional service, positions KMG Fiduciary Partners as a trusted partner for clients seeking comprehensive wealth management solutions.