Last updated September 26, 2026 · ranked from 27 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.
Top picks at a glance
1Investment Consulting GroupInvestment Consulting Group offers investment management, retirement income strategies, tax-efficient planning, estate planning, and wealth preservation in Birmingham, MI.
2SageView Advisory GroupSageView Advisory Group reviewers describe detailed, comprehensive service and an informative, professional approach.
3Planning AlternativesPlanning Alternatives focuses on financial planning and wealth management in Birmingham, MI, with a 5-star Google rating from two reviews.
5.0(6)· Google5.0 out of 5 from 6 reviews (Google rating)
Financial advisor
Closed today
Long-term client relationships and personalized planning earn Investment Consulting Group the No. 1 spot in Birmingham, MI. Reviewers describe help simplifying investments, organizing accounts, navigating early retirement, and settling a parent’s estate; one reports working with the team for more than 24 years. The firm combines investment management with retirement income strategies, tax-efficient planning, estate planning, and wealth preservation. Based at 500 S Old Woodward Ave, it serves retirees, high-net-worth families, business owners, and automotive professionals, with a 5-star Google rating from six reviews.
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…”
3.8(10)· Google3.8 out of 5 from 10 reviews (Google rating)
Financial planner
Closed today
Detailed service and thorough answers to client questions give SageView Advisory Group its basis for the No. 2 spot in Birmingham, MI. One reviewer describes the service as “detailed and comprehensive,” while another praises its informative, professional approach. Its Google rating is 3.8 out of 5 across 10 reviews, with feedback also including a complaint about illiquid investments. The office at 280 N Old Woodward Ave, Suite 100, requires appointments and lists weekday hours of 9 a.m.–5 p.m., plus an accessible entrance, parking and restroom.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial planner
Closed today
Financial planning and wealth management are the stated focus at Planning Alternatives, earning it the No. 3 spot alongside a 5-star Google rating from two reviews. The office is at 255 S Old Woodward Ave, Suite 310, in Birmingham, MI. The firm describes its approach as going beyond managing wealth to creating impact. For visitors, appointments are recommended, wheelchair-accessible parking is listed, and office hours run Monday through Friday, 9 a.m. to 5 p.m.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial planner
Closed today
Attention to risk and financial education earns Old Woodward Wealth Management the No. 4 spot in Birmingham, MI. One reviewer praises attentiveness to risk and management; another describes trusting the owner with financial matters and plans to continue using the services. Its 5-star Google rating reflects two reviews. The website offers newsletter articles, calculators, and research reports aimed at helping visitors take a proactive approach to personal finances. The office at 280 N Old Woodward Ave, Suite 100, recommends appointments and lists wheelchair-accessible entry, parking, and restroom facilities.
Financial education resources
Reviewer-noted risk attention
Wheelchair-accessible office
“A great job at helping you manage all finances. I trust the owner with all things money and will continue to utilize his services in the future.”
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial consultant
Company retirement-plan guidance is the clearest reason The Shelly Rivard Group - Morgan Stanley earns No. 6 in Birmingham, MI. Its single Google reviewer describes the group as “Excellent financial advisors” to both employees and company leadership for a company 401K, giving it a 5-star rating. The office is at 34901 Woodward Avenue, Suite 300, with appointments recommended. Wheelchair-accessible parking, an accessible entrance and an accessible restroom round out the practical details for an office visit.
Company 401K guidance
Appointments recommended
Wheelchair-accessible entrance
“Excellent financial advisors to our employees and our leadership for our company 401K.”
Work at The Shelly Rivard Group - Morgan Stanley? Get your badge
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial planner
A consultation about a complicated financial portfolio provides the clearest reason for Alec Hagen’s No. 7 placement in Birmingham, MI. In the single Google review, a client describes arriving with a skeptical spouse and leaving impressed by Hagen’s knowledge and eager to pursue his suggestions. His listing identifies CFP and AIF designations and an affiliation with Raymond James & Associates. The office at 325 N Old Woodward Ave, Suite 320 recommends appointments and offers wheelchair-accessible entry, parking, and a restroom.
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…”
Work at Alec Hagen, CFP , AIF - Raymond James & Associates? Get your badge
3.0(2)· Google3.0 out of 5 from 2 reviews (Google rating)
Financial planner
Closed today
Hands-on help with a difficult financial situation gives Baird Private Wealth Management a concrete reason for its No. 8 placement in Birmingham, MI. One reviewer describes a two-hour meeting and ongoing assistance with calls and next steps. The office at 300 Park St, Suite 240, states a focus on investment guidance and financial planning across life stages. Appointments are recommended, with weekday hours from 8:30 a.m. to 4:30 p.m. Its Google rating is 3 out of 5 across two reviews, reflecting mixed client experiences.
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…”
3.3(3)· Google3.3 out of 5 from 3 reviews (Google rating)
Financial consultant
A longtime client’s account of responsive support gives Morgan Stanley Financial Advisors a concrete reason for its No. 9 placement in Birmingham, MI. The reviewer describes a team that handles special needs efficiently, explains matters clearly, and visits their home for investment updates. That positive account sits alongside a service complaint and a 3.3-star Google rating from three reviews. The office is at 34901 Woodward Ave, Suite 300, with appointments recommended and wheelchair-accessible parking listed.
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…”
Work at Morgan Stanley Financial Advisors? Get your badge
Map of every pick
Compare at a glance
Comparison of the best Financial Advisors in Birmingham, MI
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.
1
