Financial advisors in Birmingham, MI offer distinct options for retirement planning, investment management and broader wealth planning, with offices along Old Woodward Avenue, Woodward Avenue and Park Street. Investment Consulting Group, at 500 S Old Woodward Ave, has a 5-star Google rating from six reviews and lists retirement income strategies, tax-efficient planning, estate planning and wealth preservation among its specialties. Its stated clients include retirees, high-net-worth families, business owners and automotive professionals.
Ratings and review counts give concrete points of comparison. Old Woodward Wealth Management and Planning Alternatives each have 5 stars from two reviews. SageView Advisory Group has the largest review count among these entries, with 10 reviews and a 3.8-star rating; positive excerpts praise detailed service and thorough answers. Old Woodward Wealth Management shares SageView’s address at 280 N Old Woodward Ave Ste 100, but opens an hour earlier, at 8 a.m. on weekdays.
Scheduling also distinguishes the offices. Baird Private Wealth Management, at 300 Park St #240, runs from 8:30 a.m. to 4:30 p.m. weekdays, while Amherst Partners, at 255 E Brown St #120, lists weekday hours of 8 a.m. to 7 p.m. For company retirement plans, a review of The Shelly Rivard Group praises its financial advice to employees and leadership for a company 401(k).
3.8(10)· Google3.8 out of 5 from 10 reviews (Google rating)
Financial Advisor
Closed today
SageView Advisory Group is listed as a financial advisor at 280 N Old Woodward Ave, Suite 100, Birmingham, MI 48009. Its Google listing has a rating of 3.8 out of 5 based on 10 reviews. The available information identifies the business category and office location, but does not specify its advisory services, fees, or areas of specialization. For someone considering the office, those details remain points to confirm directly rather than assume from the listing.
Appointments are required, and the listing also recommends arranging an appointment before visiting. The office lists a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. A restroom is also included among its general amenities. These are the main practical details provided for planning an in-person visit to the Birmingham, MI office; the listing does not include hours or further information about the appointment process.
5.0(6)· Google5.0 out of 5 from 6 reviews (Google rating)
Financial Advisor
Closed today
Investment Consulting Group is a wealth management and financial planning firm at 500 S Old Woodward Ave in Birmingham, MI. Its clients include retirees, high-net-worth families, business owners, and automotive professionals. The firm’s services cover retirement planning, retirement income strategies, investment management, tax-efficient planning, estate planning, and wealth preservation. Its advisors develop personalized financial plans intended to help clients grow, protect, and transfer wealth through different stages of life.
The firm serves Birmingham, MI and nearby Michigan communities, including Royal Oak, West Bloomfield, Detroit, Novi, Dearborn, Troy, and Bloomfield Hills. Onsite services and parking are available. Listed accessibility features include a wheelchair-accessible entrance, parking, restroom, and seating. Investment Consulting Group has a 5-star Google rating based on six reviews—a small review count that provides limited context for the rating.
3.3(3)· Google3.3 out of 5 from 3 reviews (Google rating)
Financial Advisor
Morgan Stanley Financial Advisors is listed as a financial advisor at 34901 Woodward Ave, Suite 300, Birmingham, MI 48009. The suite number is part of the office’s listed address, a useful detail when planning a visit. Appointments are recommended, so arranging a time in advance is consistent with the office’s stated planning guidance. Wheelchair-accessible parking is also listed among its accessibility features; the provided information does not specify other accessibility arrangements.
The office has a Google rating of 3.3 out of 5, based on three reviews. That small review count provides limited context for assessing client experiences. The available listing does not describe particular advisory services, advisor credentials, fees, or office hours. For readers considering this Birmingham, MI office, those details remain to be confirmed directly.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial Advisor
Closed today
Old Woodward Wealth Management is a financial advisor at 280 N Old Woodward Ave, Suite 100, in Birmingham, MI. Its website description emphasizes personal financial education, pointing visitors to newsletter articles, calculators, and research reports. The stated aim of those resources is to help people understand the opportunities and potential rewards associated with taking a proactive approach to their personal finances. The description focuses on educational material rather than detailing specific advisory services.
Appointments are recommended for visits to the office. Listed accessibility features include a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom; a restroom is also listed among the amenities. The business has a 5-star Google rating based on two reviews, a small review count that provides limited context for the score. For those considering a visit, the available listing gives clear location and accessibility information, while the website description outlines its emphasis on financial learning.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial Advisor
Closed today
Planning Alternatives is a financial advisor at 255 S Old Woodward Ave, Suite 310, in Birmingham, MI. Its stated focus is financial planning and wealth management. In its business description, the firm presents its approach as going beyond managing wealth to creating impact. That is the firm's own framing of its work; the available information does not specify particular planning services, investment strategies, or the types of clients it serves.
Appointments are recommended, and wheelchair-accessible parking is listed among the location's available features. Planning Alternatives has a 5-star Google rating based on two reviews, a small review count that provides limited context for assessing client experience. For readers considering the Birmingham, MI office, the supplied listing establishes its location and broad service focus but does not include fees or further details about the advisory process.
3.0(2)· Google3.0 out of 5 from 2 reviews (Google rating)
Financial Advisor
Closed today
Baird Private Wealth Management is a financial advisory business at 300 Park St, Suite 240, in Birmingham, MI. Its stated focus is wealth management, with investment and planning expertise, tools, and resources intended to help clients make financial decisions. The business describes its services as relevant to people at different stages of life and with different plans for the future, addressing decisions that range from simple to complex.
Appointments are recommended for visitors to the Birmingham, MI office. Listed accessibility features include a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom; a restroom is also listed among the amenities. Its Google rating is 3 out of 5 stars, based on two reviews. That small review count provides limited context for evaluating client experiences, so the rating should be read with that constraint in mind.
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial Advisor
Birmingham Wealth Management Group - Morgan Stanley is listed as a financial advisor at 34901 Woodward Ave, Suite 300, in Birmingham, MI 48009. The supplied listing identifies the office’s location and visitor amenities but does not describe its advisory services, staff, fees, or account requirements.
Appointments are recommended for visits to the Birmingham, MI office. Listed accessibility features include a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. A restroom is also included among the office’s amenities. These details provide practical information for planning a visit, though the listing does not include office hours.
The business has a Google rating of 5 out of 5, based on one review. That is a limited review record, rather than a broad basis for assessing client experiences or the quality of financial advice.
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial Advisor
Alec Hagen, CFP, AIF - Raymond James & Associates is listed as a financial advisor at 325 N Old Woodward Ave, Suite 320, in Birmingham, MI 48009. The business name includes the CFP and AIF designations and identifies its connection to Raymond James & Associates. The provided listing does not describe specific financial services, client specialties, or fees, so those details would need to be confirmed directly. Appointments are recommended for anyone planning a visit to the Birmingham, MI office.
The listed amenities include a restroom, along with a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. These accessibility details offer practical information for arranging an in-person appointment. The business has a Google rating of 5 out of 5, based on one review. That score reflects a very limited review sample rather than a broad record of client feedback.
1.0(1)· Google1.0 out of 5 from 1 reviews (Google rating)
Financial Advisor
Open now · closes 12:00 AM
Kristen Palazeti is listed as a financial advisor at 135 N Old Woodward Ave, Suite 200, Birmingham, MI 48009. The available information identifies the business category and office location but does not describe particular financial services, areas of specialization, professional credentials, or fees. For anyone considering a visit, appointments are recommended. The listing does not specify office hours or provide details about how an initial meeting is structured.
The office lists a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. A restroom is also included among its amenities. These are the main practical details supplied for planning an in-person visit to the Birmingham, MI address. The Google listing shows a rating of 1 out of 5 from one review. With only one review and no review text provided, that rating offers limited context and does not establish a broader pattern of client experiences.
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial Advisor
The Shelly Rivard Group - Morgan Stanley is listed as a financial advisor at 34901 Woodward Ave, Suite 300, Birmingham, MI 48009. The listing identifies a specific office location on Woodward Avenue, but does not detail the group’s advisory services, staff, or fees. Appointments are recommended, making advance scheduling a relevant consideration for anyone planning a visit. The available information does not specify office hours or whether walk-in meetings are offered.
The office lists a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom. A restroom is also included among its amenities. Its Google rating is 5 out of 5, based on one review; that small review count provides limited context for assessing client experiences. For readers considering this Birmingham, MI financial advisor, the listing’s clearest practical details are its Suite 300 address, appointment recommendation, and stated accessibility features.
2.0(1)· Google2.0 out of 5 from 1 reviews (Google rating)
Financial Advisor
Closed today
Cory Kroneman Morgan Stanley Wealth Management is listed as a financial advisor at 220 Park St in Birmingham, MI 48009. The available information establishes its location and visitor amenities but does not describe specific advisory services, account requirements, fees, or areas of specialization. For readers comparing financial advisors in Birmingham, MI, those details remain unconfirmed by this listing.
Appointments are recommended. The location lists a wheelchair-accessible entrance, wheelchair-accessible parking, and a wheelchair-accessible restroom, along with restroom availability. These are the main practical details provided for planning an in-person visit. The listing also shows a Google rating of 2 out of 5, based on one review. Because that score reflects only a single review and no review text is supplied, it offers limited context about the business or a client’s experience.
