Financial Advisor in Byron Center, MI for Retirement, Investments & Planning
Local Advice That Feels Like Home
We’re based right here in Byron Center — just off 84th Street — and we’re proud to serve individuals, families, and business owners throughout the area. Whether you're getting serious about retirement, managing your investments, or organizing your full financial picture, we offer financial planning that’s grounded, practical, and easy to understand.
Who We Serve in Byron Center
We work with people from all walks of life, including:
Our clients live in and around Byron Center, Cutlerville, Dorr, and Gaines Township — often preferring the convenience of working with someone nearby who understands the community.
What We Help With
Financial Planning
Build a personalized plan that includes budgeting, taxes, college savings & retirement.
Investment Management
IRAs, 401(k) rollovers, brokerage accounts & ongoing reviews.
Retirement Planning
Get help with Social Security timing, income strategy & Medicare coordination.
Estate Planning Support
Coordinate your accounts and beneficiary decisions with your long-term wishes
Insurance Planning
Understand options for life, disability, and long-term care coverage.
Ready to Connect?
We're here to help.
We also serve clients throughout the Grand Rapids area.
Why Byron Center Residents Work With Us
Many of our clients want personal attention without driving into Grand Rapids. They’re looking for someone who understands both their finances and their way of life — someone who knows the difference between a cookie-cutter plan and a real conversation.
We’ve helped teachers, engineers, healthcare workers, and small business owners in Byron Center get organized, plan for retirement, and make smart decisions for their families.
Common Questions
Do I need a lot of money to work with you?
No. We work with people at many different stages of life and income levels.
Can I meet in person?
Yes — we’re located in Byron Center and are happy to meet face-to-face. We also offer phone and virtual meetings.
Are you connected to a national chain?
No. We’re independent — which means we focus on what’s best for you, not what’s best for a bank.
Can you help if I already have an advisor?
Absolutely. We’re happy to offer a second opinion with no pressure.
Let’s Connect
If you're looking for a local financial advisor you can meet with in Byron Center, we’d love to talk. Our first meeting is always a conversation — no cost, no obligation.