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Top Picks · Lansing

Best Financial Advisors in Lansing, MI

Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.

As of May 2026, RatingsNearMe ranks 19 financial advisors in Lansing, MI by verified customer ratings and review volume. The highest-rated is Financial Strategies Group, Inc. with a 5.0-star rating from 55 verified reviews. Also in the top tier: Castle Financial Partners and Allied Integrated Wealth. The average rating across all listed financial advisors in Lansing is 4.9 stars from 12 reviews per business on average.

Financial advisors in Lansing typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Local Market Snapshot

19

Businesses listed

4.9★

Avg rating

12

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Financial Strategies Group, Inc.

5.0(55 reviews)

2270 Jolly Oak Rd STE 2, Okemos, MI 48864, USA

🥈

Castle Financial Partners

5.0(42 reviews)

132 N Bridge St STE B, DeWitt, MI 48820, USA

🥉

Allied Integrated Wealth

5.0(40 reviews)

2277 Science Pkwy STE 7, Okemos, MI 48864, USA

Financial Advisors Rankings in Lansing, MI

#BusinessRatingReviews
#1Financial Strategies Group, Inc.2270 Jolly Oak Rd STE 2, Okemos, MI 48864, USA5.055
#2Castle Financial Partners132 N Bridge St STE B, DeWitt, MI 48820, USA5.042
#3Allied Integrated Wealth2277 Science Pkwy STE 7, Okemos, MI 48864, USA5.040
#4Washington Avenue Advisors1146 S Washington Ave, Lansing, MI 48910, USA5.05
#5Park Lake Advisors7201 W Saginaw Hwy Suite 202A, Lansing, MI 48917, USA5.02
#6Michigan Money Management735 W Lake Lansing Rd #100, East Lansing, MI 48823, USA5.013
#7Richards & Cady Wealth Advisors4039 Legacy Pkwy Suite A & B, Lansing, MI 48911, USA5.06
#8Waggoner Financial2400 Lake Lansing Rd Ste C, Lansing, MI 48912, USA5.04
#9Sigma Financial Corporation109 E César E. Chávez Ave, Lansing, MI 48906, USA5.03
#10Financial Independents, Inc.15851 Old U.S. 27 Building 80, Lansing, MI 48906, USA4.84

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Lansing

4

Washington Avenue Advisors

5.0· 5 reviews

1146 S Washington Ave, Lansing, MI 48910, USA

5

Park Lake Advisors

5.0· 2 reviews

7201 W Saginaw Hwy Suite 202A, Lansing, MI 48917, USA

6

Michigan Money Management

5.0· 13 reviews

735 W Lake Lansing Rd #100, East Lansing, MI 48823, USA

7

Richards & Cady Wealth Advisors

5.0· 6 reviews

4039 Legacy Pkwy Suite A & B, Lansing, MI 48911, USA

8

Waggoner Financial

5.0· 4 reviews

2400 Lake Lansing Rd Ste C, Lansing, MI 48912, USA

9

Sigma Financial Corporation

5.0· 3 reviews

109 E César E. Chávez Ave, Lansing, MI 48906, USA

10

Financial Independents, Inc.

4.8· 4 reviews

15851 Old U.S. 27 Building 80, Lansing, MI 48906, USA

11

Edward Jones - Financial Advisor: Erik L Hansen, CFP®|AAMS®

4.4· 13 reviews

4911 W St Joe Hwy Suite 104, Lansing, MI 48917, USA

12

Full Circle Financial Planning

5.0· 7 reviews

4710 W Saginaw Hwy # 5, Lansing, MI 48917, USA

13

Fairhaven Financial Advisory Corporation

5.0· 4 reviews

1400 Abbot Rd #330, East Lansing, MI 48823, USA

14

Wealth Management Institute

5.0· 4 reviews

4710 W Saginaw Hwy # A, Lansing, MI 48917, USA

15

Brace Financial Services

5.0· 11 reviews

6512 Centurion Dr # 300, Lansing, MI 48917, USA

16

Smalley Investments

5.0· 2 reviews

213 E St Joseph St, Lansing, MI 48933, USA

17

Cady Financial

5.0· 2 reviews

4039 Legacy Pkwy suite a, Lansing, MI 48911, USA

18

Preferred Wealth Management, LLC

4.8· 18 reviews

114 E Lawrence Ave Ste. A, Charlotte, MI 48813, USA

19

Michigan Financial Group

5.0· 1 reviews

2260 E Saginaw St, East Lansing, MI 48823, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Lansing

What is a fiduciary financial advisor and why does it matter in Lansing?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Lansing, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Lansing?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.

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About This Financial Advisors Directory — Lansing, MI

This page lists and ranks 19 financial advisors serving Lansing, MI as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 12 customer reviews per business. The top-ranked financial advisors in Lansing by our algorithm is Financial Strategies Group, Inc. (5.0 stars, 55 reviews). Financial advisors in Lansing typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Lansing: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the MI licensing board before hiring.

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