Grand Rapids, MI Financial Advisor for Retirement, Investments & Planning

Practical Financial Planning for Grand Rapids Professionals & Families

We serve clients throughout Grand Rapids and the surrounding area, helping people organize their finances, plan for retirement, and invest with purpose. Whether you’re downtown, near East Grand Rapids, Forest Hills, or the Medical Mile, we offer a grounded, ongoing relationship built around your goals.

Who We Serve in Grand Rapids

We work with:

Retirees transitioning out of major employers like Spectrum Health or Meijer

Mid-career professionals balancing student loans, mortgages & college planning

Public sector workers, educators, and city employees preparing for retirement

Business owners growing their companies and planning long-term

Many of our clients live in Grand Rapids neighborhoods like Alger Heights, Eastown, Heritage Hill, and surrounding suburbs including Kentwood and Wyoming. Whether you work in the city or live here full-time, we offer advice that fits your lifestyle.

What We Offer

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Financial Planning

Build a plan that brings clarity to all the moving parts of your financial life.

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Investment Management

From 401(k)s to brokerage accounts, we guide your investments based on your goals.

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Retirement Planning

Turn your savings into income, time Social Security wisely, and plan for Medicare costs.

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Estate Planning Coordination

Help ensure your financial accounts support your long-term intentions.

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Insurance Guidance

Understand what kind of coverage is appropriate for your stage of life.

Ready to Connect?

We're here to help.

Just 15 minutes south, our office in Byron Center offers convenient, local support.

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Grand Rapids Insights That Make a Difference

We know that financial planning in Grand Rapids isn’t the same as planning from afar. Local cost of living, state retirement tax rules, and employer-specific benefit plans matter — especially when you’re making long-term decisions.


From helping teachers maximize their 403(b) options to reviewing RSUs or pensions for local executives, we bring both technical know-how and local experience to every conversation.

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Common Questions

  • Do you work with clients downtown or only in the suburbs?

    Both. Many of our clients live or work downtown and appreciate that we’re just 15 minutes away in Byron Center.

  • How often do you meet with clients?

    It depends on your needs — but we offer regular check-ins, reviews, and easy access between meetings.

  • Can you help with specific employer plans?

    Yes. We’re familiar with many local companies and can help coordinate around 401(k)s, pensions, and more.

  • Do you offer help for business owners?

    We do — including help with separating personal and business finances, planning retirement accounts, and thinking about succession or exit planning.


Ready to Plan With a Local Advisor?

If you’re in Grand Rapids and want financial advice that reflects your real life — not just generic advice — let’s talk.