Is your portfolio ready for a recession?

Enjoy Today

taken care of.

Financial Advisor
in Grand Haven, MI

Enjoy Today

taken care of.

Financial Advisor
in Grand Haven, MI

retired couple biking by beach

Are Financial Decisions Weighing Heavily On Your Mind?

With so many changes ahead, it’s natural to feel uneasy about managing your wealth.

But with the right partner, even the biggest decisions don’t have to be so overwhelming.

Let our multi-generational team of financial advisors provide wisdom when it matters most.

Enjoy peace of mind in Grand Haven, MI, with a personalized financial plan.

meeting with client

Strategize Your Investments

Retire when you want, knowing your investment portfolio is working hard for you.

Advisor meeting with clients

Ease Your Worries

Approach each decision with order and clarity, knowing a trusted financial advisor is walking beside you every step of the way.

legacy financial management

Protect Your Legacy

Our risk management and wealth transfer services make continuing your legacy easier on you, your spouse, and your children.

Feel confident in your financial future in just three steps:

1. Talk with an Advisor

We want to hear about you. Tell us your story, the challenges you face and your plans for the future. From there, we’ll explore how West Michigan Advisors can help.

2. Get a Clear Plan

Together we’ll craft a plan for your finances that makes it easy to live the life you want and care for your family for years to come.

3. Rest Easy

Feel settled knowing you’ll have the right plan in place. With our expert team in your corner, you’ll make wise and informed decisions no matter what comes your way.

You don’t just need someone who knows finances,

you need someone who gets you .

At West Michigan Advisors we believe financial planning should be personal. It’s not just about money, it’s about you — your story, your dreams, your family.

That’s why we treat you as an individual.

Our financial advisors sit down with you to hear where you’re coming from and where you want to go. And with decades of experience and hundreds of happy clients, we have the expertise to help you get there. Whether you’re planning to enjoy a long retirement with loved ones or want to secure a legacy for your kids and grandkids, we’ll walk alongside you the whole way.

Get started by scheduling a call with our financial advisors in Grand Haven, MI, today.

Get a team of financial advisors your family can trust in Grand Haven, MI.

  • Individualized care
  • Decades of experience
  • Hundreds of happy clients

Retirement planning
isn't just about numbers.
It's about you.

Download our free retirement planning workbook to make sure your strategy is customized to your lifestyle.

Frequently Asked Questions

What makes WMA different from other financial advisors in Grand Haven, MI?

We’re set apart not just by the experience among our advisors, but also by our relational and personalized approach. Our team takes the time to get to know you as an individual and helps craft a plan that fits with your life and goals.

Is West Michigan Advisors a fiduciary?

Yes, we are proud to be a fiduciary. That means we are legally and ethically bound to act in your best interest. 

Are you fee-based only?

We are a fee-only firm. That means we do not earn commissions on any of our investments. We believe this model encourages trust since you never have to worry about conflicts of interest. 

Is there an account minimum to work with West Michigan Advisors?

We can offer solutions for all levels of assets, but we work primarily with those investing $250,000 or more. 

What can I expect in my first call?

Our first call is a chance to start getting to know each other. You can share what you’re looking for — goals for your financial plan, values you hold dear — and we can share more about how we can help. If it’s a good fit, we’ll move forward. If not, we’ll do our best to recommend your next step.

How often will I meet with my advisor?

We’ll meet more often early on as we put the initial building blocks of your plan in place. Then once your strategy is working, we’ll meet less frequently to review progress. The exact frequency is up to you and we can stay in contact through phone calls and email in the meantime. Read this article to learn more.

Can you meet virtually or just in person?

We’re happy to meet in the way that is most convenient for you. While we do find in person to typically be the most effective, we also offer phone calls or video calls to our clients. 

Financial Advisor, Serving Grand Haven and All of West Michigan

Grand Haven is home to residents of every age, and in every life stage, there are big decisions. Maybe you’re new to investing and want to know what portfolio will help you make the most of the current stock market. Maybe retirement is fast approaching and you want to make sure you’re ready to enter your spend down years. Or you could be anywhere in between…

No matter how successful you’ve been, big financial decisions can still be intimidating. That’s why it’s so frustrating when you go looking for help and get ten different answers to each question. There’s so much information out there, it can leave you feeling paralyzed, unsure who to trust.

We’ve heard that story too many times in Grand Haven and it’s why we started West Michigan Advisors. Our multi-generational team of financial advisors is proud to help families and individuals across West Michigan plan for retirement, manage their investments, and transfer their legacy. With decades of expertise and compassionate care, we want to be the team you can turn to in any season and in any market.

We’re based out of downtown Holland but work with people across Grand Haven, Zeeland, Ferrysburg, Spring Lake, Fruitport, Norton Shores, Muskegon, Port Sheldon, and Grand Rapids. We serve both the 49417 and 49456 zip codes in Grand Haven proper, as well as the many surrounding areas.

Affectionately called Coast Guard City, USA, it’s hard to think of Grand Haven without picturing Lake Michigan. After all, the town is home to the white sand beaches of Grand Haven State Park and Rosy Mound Natural Area. It’s famous for its iconic pier and historic lighthouse. Residents and visitors love strolling the boardwalk and enjoying breezy shops and restaurants before taking in a show at the musical fountains.

But we know Grand Haven isn’t just about the beaches. It’s the place where you work and raise your family. It’s the setting for so much of your life. And we simply want to help you enjoy it. 

So let us help you manage your finances. That way, you can get back to enjoying today, knowing tomorrow is taken care of.

Information courtesy of West Michigan Advisors, 320 120th Ave, Holland, MI 49424

Prepare your portfolio for a recession the right way.

Download our free guide on getting peace of mind about your retirement future, no matter the state of the economy. We’ll talk about how to plan for retirement before and during a recession, no matter what age you are now, so you can be confident in the decisions you make for you and your family.

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