taken care of.
in Grand Rapids, MI
taken care of.
in Grand Haven, MI
Are Financial Decisions Weighing Heavily On Your Mind?
Facing a life transition?
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 with a personalized financial plan in Grand Rapids, MI.
Strategize Your Investments
Retire when you want, knowing your investment portfolio is working hard for you.
Ease Your Worries
Approach each decision with order and clarity, knowing a trusted financial advisor is walking beside you every step of the way.
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:
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 Rapids, MI, today.
Get a team of financial advisors your family can trust in Grand Rapids, MI.
- Hundreds of happy clients
- Decades of experience
- Personalized care
Frequently Asked Questions
What makes WMA different from other financial advisors in Grand Rapids, 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.
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 typically find in person to be the most effective, we also offer phone calls or video calls to our clients.
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.
Financial Advisor, Serving Grand Rapids and All of West Michigan
In West Michigan, life moves pretty fast. It seems like there’s always a big transition on the horizon. And no matter how successful you’ve been, those transitions can bring tough financial questions.
It’s not just picking the right funds. You have bigger questions on your mind. Am I ready for what’s next? Have I made the most of my finances in this economy?
Whether you’re thinking about providing for your growing family, retiring from a decades-long career, or maximizing your estate for the next generation, you deserve confidence and peace of mind.
At West Michigan Advisors, our multi-generational team of advisors has the experience needed to guide you through any life stage or market condition. We’ve worked with hundreds of happy clients, but we take the time to get to know you and customize your financial strategy to your needs and goals.
As financial advisors in Grand Rapids, MI, we’re here to help take care of tomorrow so you can enjoy today.
- Frederick Meijer Gardens and Sculpture Park
- Van Andel Arena
- Grand Valley State University
- Nationally known breweries
- Vibrant restaurants
- Beautiful parks
- Captivating museums
- And all just a short drive from Lake Michigan
As part of Kent County, Grand Rapids offers some of Michigan’s best in culture, commerce, and nature.
As the Experience GR website states:
“From world-class attractions and outdoor recreation to nationally ranked food and craft beverage scenes – Grand Rapids, Michigan is filled with unexpected surprises. Discover why we’re America’s Best Beer City, the nation’s Craft Beverage Capital and a Top 20 U.S. Foodie City. Get an eyeful of spectacular art and an earful of live music. Explore our endless opportunities for family fun. Make your travel dreams come true in Grand Rapids!”
Almost 200,000 residents proudly call Grand Rapids home. If you’re one of them, we want to help free you up to enjoy West Michigan — instead of worrying about your finances. We proudly serve the following Grand Rapids zip codes: 49503, 49504, 49505, 49506, 49507, 49508, 49509, 49512, 49525, 49534, 49544, 49546, 49548.
Whatever your needs, talk with one of our advisors. We’re here to help you plan for retirement, manage your investments, and transfer your 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.
Information courtesy of West Michigan Advisors, 320 120th Ave, Holland, MI 49424