Is your portfolio ready for a recession?

Enjoy Today

taken care of.

Financial Advisor
in Holland, MI

Enjoy Today

taken care of.

Financial Advisor
in Holland, MI

Financial Advisors Grand Rapids

Don’t lose another night’s sleep worrying about the future.

Life transitions mean big decisions.

It’s okay to feel uneasy about managing your wealth, but you shouldn’t have to figure it out alone.

Let our team provide financial wisdom when it matters most.

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

financial planning services

Ease Your Worries

Bring order and clarity to every decision with a trusted financial advisor walking beside you every step of the way.

Financial Advisor for Seniors

Strategize Your Investments

Retire when you want, knowing your portfolio is working hard for you.
legacy financial management

Protect Your Legacy

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

Feel confident in your financial future in just three steps:

1. Schedule a Call

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 securing 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 Holland, MI, today.

Get a team of financial advisors your family can trust in Holland, 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 Holland, MI?

We’re set apart not just because of 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. 

Holland Financial Advisor, Serving All of West Michigan

West Michigan Advisors is proud to help families and individuals across West Michigan plan for retirement, manage their investments, and transfer their legacy. We’re based out of downtown Holland but work with people across Kent, Allegan, Barry, Ottawa, Muskegon, Newaygo, and Montcalm Counties.

We work with people in Holland, Zeeland, Grand Haven, Muskegon, Hudsonville, Jenison, Wyoming, Walker, and Grand Rapids.

We serve the following zip codes in and around Holland:
49417, 49418, 49423, 49424, 49426, 49428, 49429, 449456, 9464, 49501, 49502, 49503, 49504, 49505, 49506, 49507, 49508, 49509, 49512, 49516, 49519, 49525, 49528, 49534, 49544, 49546, 49548, 49426, 49316, 49315, 49319, 49345, 49326, 49445.

The City of Holland’s website puts it well:
“Nestled in the heart of West Michigan, on the shores of Lake Michigan and Lake Macatawa is the City of Holland, Michigan. There’s a lot to love about living here, from our award-winning downtown and nationally ranked school districts to our 22 charming parks and close proximity to the hustle and bustle of the big cities nearby.”

The city has many sites to see and activities to enjoy. Whether you’re visiting Holland State Park, touring Windmill Island, browsing the shops on 8th Street, or planning to take in Holland’s famous Tulip Time Festival, the last thing you want to be worried about is your finances.

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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