HARBORFRONT FINANCIAL GROUP
SEC RegisteredFinancial planning actually built around your goals.
About the firm
Custer Financial Advisors is an independent, fiduciary financial planning team based in West Michigan. They offer personalized financial planning built around relationship building, transparency, and client education. They work with clients locally and remotely to develop individualized strategies covering retirement, tax, investment, and estate planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, tax planning, estate planning, insurance review, cash flow planning, and tax strategizing.
Who they serve
Pre-retirees, retirees, physicians, and Ramsey followers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 438 | $77M |
| High Net Worth Individuals | 158 | $70M |
| Charitable Organizations | 8 | $1.5M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HARBORFRONT FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.