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Find Help · Michigan
Financial Advisors serving Michigan. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Michigan so far: 118 financial advisors, 5 funeral homes, 3 hospice & palliative care, 1 grief counselor.
Every figure here comes from MORTL's Michigan guide, which cites the statute or the state agency behind it. Read the Michigan guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Michigan is the order to work in. It's free and it always will be.
Michigan financial advisor offering retirement, investment, estate, insurance, tax, and money planning resources in the Portage area.
Michigan financial advisor offering Separately Managed Account customization, portfolio manager access, and investment management services, including risk tolerance evaluation, asset allocation, and client communications, in the Brighton area.
Michigan financial advisor offering trust services in the Grand Haven area.
Michigan financial advisor offering financial planning, asset management, and wealth management services, including advisor solutions for independent financial advisors, in the Grand Rapids area.
Michigan financial advisor offering advanced planning, asset management, compliance, marketing, and technology services for financial advisors in the Holland area.
Michigan fund manager and registered investment adviser offering value-add real estate investment strategies, including multi-tenant value-add and single-tenant net lease value-add investing, in the Bloomfield Hills area.
Michigan financial advisor offering retirement planning, investment planning, and investment management services in the Oxford area.
Michigan money management firm offering portfolio strategy design, non-discretionary financial advice, and investment consulting, including tactical asset allocation and proprietary equity, fund, and exchange-traded product strategies, in the Jenison area.
Michigan financial advisor offering wealth advisory and investment solutions in the Ann Arbor area.
Michigan financial advisory firm offering wealth management and investment strategy services for executives and retirees in the Troy area.
Michigan financial advisor offering fee-only financial planning, investment management, and family wealth advisory services in the Ann Arbor area.
Michigan investment management firm offering portfolio management, financial planning, retirement planning, legacy planning, and cashflow management, including services for those nearing retirement, working professionals, and clients in life transitions, in the Grand Rapids area.
Michigan financial advisory firm offering investment management and financial advisory services for high-net worth families and institutions in the Bloomfield Hills area.
Michigan financial advisor offering financial planning and investment management services in the Troy area.
Michigan registered investment advisory firm offering investment management and financial advisory services in the Farmington Hills area.
Michigan financial advisory firm offering financial planning, investment management, executive compensation planning, retirement planning, tax planning, and estate planning services in the Farmington Hills area.
Michigan financial advisor offering financial planning, business blueprint, trustee, and family blueprint services, including flat fee financial planning, in the Traverse City area.
Michigan financial advisor offering financial planning and coaching, investment management, and retirement guidance for retirees, near-retirees, and mission driven organizations in the Kalamazoo area.
Michigan financial advisor offering financial planning, wealth management, income planning, social security guidance, retirement plans, benefits consulting, and compensation consulting, including services for both individuals and employers, in the Ada area.
Michigan financial advisory firm offering wealth planning, investment management, tax mitigation, and legacy planning services, including guidance for both individuals and institutions, in the Holland area.
Michigan financial advisor offering financial planning, investment management, high net worth planning, emerging wealth planning, and longevity planning services, including retirement, tax, and estate planning guidance, in the Southfield area.
Michigan financial advisory firm offering retirement and lifestyle planning, tax minimization, legacy planning, insurance, and business financial services including retirement plans and executive benefits, in the Williamston area.
Michigan financial advisory firm offering mergers and acquisitions guidance, capital raising, business valuation, and growth capital investment for middle-market companies in the Grand Rapids area.
Michigan development finance company offering CDFI lending, mortgage lending, fund management, and tax credit services, including low-income housing, new markets, and historic tax credits, in the Lansing area.
Michigan financial advisory firm offering advisory services and insurance products in the Troy area.
Michigan financial advisory firm offering institutional investment management and private client wealth-building services, including guidance for individuals and families, in the Rochester area.
Michigan wealth management firm offering investment advisory services in the Ann Arbor area.
Michigan financial advisory firm offering financial coaching, family strategy planning, and academic investing services, including fee-only fiduciary advice, in the Okemos area.
Michigan financial advisory firm offering portfolio management, investment guidance, and strategic wealth planning services in the Bloomfield Hills area.
Michigan investment management firm offering securities and investment advisory services, including wealth management for high net worth investors and families, in the Ann Arbor area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →