Last updated October 15, 2026 · ranked from 31 Google reviews · How we rank
This guide to financial advisors in Birmingham, MI brings together eight entries, all located within the city. Investment Consulting Group leads the list with a 5-star Google rating from six reviews, followed by SageView Advisory Group, which has a 3.8-star rating from 10 reviews. Planning Alternatives and Old Woodward Wealth Management each hold 5-star ratings from two reviews. The Shelly Rivard Group - Morgan Stanley and Alec Hagen, CFP , AIF - Raymond James & Associates also have 5-star ratings, each from one review. Baird Private Wealth Management and Morgan Stanley Financial Advisors round out the entries. The list includes Google ratings and review counts alongside names to help readers compare financial advisors in Birmingham, MI.
Investment Consulting Group holds a 5.0 Google rating across 6 reviews, listed on Google as financial advisor.
Personalized financial plans
Retirement income strategies
Long-term client relationships
“Chris and his team have been instrumental in helping us simplify our investments, organize our accounts, and effectively manage our overall investment strategy. He is proactive, highly knowledgeable, and takes the time to truly understa…”
Morgan Stanley Financial Advisors holds a 3.3 Google rating across 3 reviews, listed on Google as financial consultant.
Responsive team praised
Home investment updates
Accessible parking
“We have been with Morgan Stanley for many years. Our team is very responsive and immediately handles any special needs we have with efficiency and clarity. They come to our home to update us on our investments and give us their full at…”
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Baird Private Wealth Management holds a 3.0 Google rating across 2 reviews, listed on Google as financial planner.
Investment and planning
Appointments recommended
Wheelchair-accessible office
“Our experience at Baird was eye opening and fantastic. We have a difficult situation to resolve and they sat with us for two hours. We are still working on everything, but we are getting help now with calling and all of the various steps…”
Alec Hagen, CFP , AIF - Raymond James & Associates holds a 5.0 Google rating across 1 reviews, listed on Google as financial planner.
CFP and AIF
Portfolio consultation feedback
Wheelchair-accessible office
“My skeptical husband and I sought out Alec to review our complicated financial portfolio to see how we could further benefit. After one consultation we were impressed with Alec's knowledgebase and excited to move forward with his suggest…”
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Ratings and review counts shown are Google ratings, displayed with attribution.
How we ranked this list
Each financial advisor is scored on a Bayesian-weighted rating (its rating adjusted for how many reviews it has compared with the Birmingham category average), how recently we verified its details, and how complete its listing is. Scores and ranks are stored, so the order only changes when the underlying data changes.
Financial Advisors in Birmingham, MI: common questions
Which financial advisor in Birmingham, MI lists retirement and estate planning services?
Investment Consulting Group explicitly lists retirement planning, retirement income strategies, investment management, tax-efficient planning, estate planning and wealth preservation. Its office is at 500 S Old Woodward Ave, Birmingham, MI, and its weekday hours are 9 a.m. to 5 p.m.
Which offices have 5-star ratings with more than one Google review?
Investment Consulting Group has 5 stars from six reviews. Amherst Partners, Old Woodward Wealth Management and Planning Alternatives each have 5 stars from two reviews.
Where can I schedule an early or evening weekday visit in Birmingham, MI?
Amherst Partners lists hours of 8 a.m. to 7 p.m. Monday through Friday at 255 E Brown St #120. Old Woodward Wealth Management opens at 8 a.m. and closes at 5 p.m. weekdays. Baird Private Wealth Management opens at 8:30 a.m. and closes at 4:30 p.m. weekdays.
Which financial advisory offices require or recommend appointments?
SageView Advisory Group lists appointments as required. Old Woodward Wealth Management, Planning Alternatives, Baird Private Wealth Management and Morgan Stanley Financial Advisors all recommend appointments. SageView’s phone number is +1 248-593-5323.
Which financial advisor in Birmingham, MI lists on-site parking and wheelchair accessibility?
Investment Consulting Group lists on-site parking, a wheelchair-accessible entrance, parking, restroom and seating. SageView Advisory Group, Old Woodward Wealth Management and Baird Private Wealth Management also list wheelchair-accessible entrances, parking and restrooms.
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