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Financial Advisors in Michigan

Located in Michigan
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Troy, MI

Kyle Akers

Financial Advisor at Modern Wealth Management

Years of Experience: 15

Specialties and Expertise

Alternative Investments
Cash Flow Analysis
College Planning
+5

Typical Clientele

Building Industry Professionals
Corporate Executives
Dentists
+6
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • AUM
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Troy, MI

Kade Messner

Lead Advisor at Modern Wealth Management

Years of Experience: 4

Specialties and Expertise

Alternative Investments
Cash Flow Analysis
Credit & Lending Needs
+10

Typical Clientele

Building Industry Professionals
Business Owners
Corporate Executives
+7
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • AUM
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Ann Arbor, MI

Matthew Bowden

Wealth Advisor at RFC Financial Planners

Specialties and Expertise

Retirement Income
Business Ownership Strategies
Succession Planning
+2

Typical Clientele

Business Owners
Doctors
Nurses
+3
Services Provided
  • Insurance
  • Financial Planning
  • Retirement Planning
Pricing Models
  • Flat Fee
  • Hourly Fee
  • AUM
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