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Best Financial Advisors in Ann Arbor
Financial Planners in Ann Arbor
Ann Arbor is home to a dynamic network of financial advisors who help residents and businesses achieve their financial goals. From wealth management to retirement planning, these professionals bring years of expertise and a strong commitment to guiding clients through every stage of life. This curated list highlights trusted advisors who are making a difference in the Ann Arbor community—whether through independent practices, solo firms, or larger organizations. With their knowledge and client-first mindset, they play a vital role in shaping financial confidence across the region.
At Digital Reference, we believe that connecting with the best financial advisors in Ann Arbor opens the door to smarter financial planning and long-term success. By showcasing these professionals, we help individuals and businesses discover trusted partners who are making an impact in the community.
✨ Research-driven: Verified public results, case studies, and advisory frameworks.
💬 Client-reviewed: Real feedback, success stories, and documented ROI.
🏆 Industry-recognition: Awards, media features, speaking engagements, and thought leadership.
📍 Location-based: Advisors and founders rooted in Ann Arbor with proven service to the community.
Our goal was to identify professionals who consistently show dedication, credibility, and impact in financial planning. With this curated list, you’ll meet the standout advisors shaping the financial landscape of Ann Arbor.
🌟 Meet the Financial Advisors Making Things Happen in Ann Arbor
♦️ Kate Slocum
Financial Advisor and Managing Member at ArborFi Advisors
🔗 LinkedIn / 🌐 Website
Kate Slocum is a highly respected financial advisor in Ann Arbor, bringing years of expertise in personalized wealth planning. Her career has focused on guiding families and professionals toward financial security by developing strategies aligned with life goals. Kate’s ability to combine analytical skill with empathy makes her a trusted partner for those navigating both short-term and long-term financial decisions.
Kate is particularly known for her holistic approach to financial planning in Ann Arbor, helping clients balance investments, retirement, and estate considerations. Her personalized service ensures clients feel supported and understood throughout their journey.
Why she stands out:
📊 Strong expertise in wealth and retirement planning
🤝 Builds long-lasting client relationships through trust
🌟 Recognized voice in Ann Arbor’s financial community
📚 Lifelong learner who integrates modern financial tools
♦️ John Evangelista
Certified Financial Planner at Evangelista & Associates, Inc.
Jhon Evangelista is the founder of University Wealth, a practice dedicated to providing comprehensive financial planning for professionals, particularly those in academic and university environments. With a focus on retirement planning, investment management, and estate strategies, Jhon has built his firm around serving the unique needs of Ann Arbor’s professional community.
He is well-regarded for creating clear, structured financial strategies that address both immediate needs and long-term financial independence. His expertise makes him a go-to resource among educators and professionals in the region.
Why he stands out:
🎓 Specializes in guiding university professionals and academics
💼 Focused on long-term financial independence
🌍 Strong community presence and leadership
📈 Proven ability to deliver client-focused results
♦️ Clint (CJ) Kraft
Founder/Financial Advisor at Kraft Capital
Clint “CJ” Kraft has developed a reputation for blending modern financial strategies with client-friendly communication. His career emphasizes investment growth, retirement planning, and creating simple yet effective strategies for families and professionals. CJ is known for making financial planning accessible, particularly for younger clients who are just beginning to build wealth.
He brings a technology-driven perspective to financial planning in Ann Arbor, leveraging digital tools to streamline processes and enhance transparency. His commitment to financial literacy ensures clients gain both strategies and confidence.
Why he stands out:
💻 Leverages technology to simplify client experiences
📊 Focused on investment growth and wealth-building
🌟 Known for empowering clients with financial literacy
🧩 Adapts strategies to diverse client goals
♦️ Andrew Musbach
Co-Founder and Financial Advisor at MD Wealth Management, LLC
🔗 LinkedIn / 🌐 Website
Andrew Musbach has built his career on a foundation of trust and professionalism in wealth management. His expertise spans investment strategies, estate planning, and preparing clients for retirement milestones. Andrew is known for his thoughtful, steady approach, giving clients clarity and assurance in their financial paths.
Personalized guidance. By focusing on alignment between financial goals and life priorities, Andrew helps clients achieve meaningful outcomes.
Why he stands out:
📈 Skilled at aligning investments with personal milestones
🤝 Focused on long-term, trust-based relationships
🌟 Known for professionalism and a steady advisory style
🔎 Offers comprehensive strategies across all life stages
♦️ Pia M. Bennett
Financial Planner at Select Financial Services Group, Inc.
🔗 LinkedIn / 🌐 Website
Pia M. Bennett is a seasoned financial advisor whose career has centered on helping individuals and families in Ann Arbor secure their financial futures. She is recognized for her empathetic approach, ensuring that financial advice feels personal and actionable. Pia blends her professional expertise with a strong client focus, offering guidance that adapts to changing life circumstances.
In her work as a financial planner in Ann Arbor, Pia is known for addressing not only wealth-building but also financial security and resilience. Her tailored strategies reflect her deep understanding of client needs across all life stages.
Why she stands out:
🌟 Personalized approach rooted in empathy
📊 Expertise across retirement, investments, and family planning
🤝 Builds enduring client relationships
📚 Recognized for adaptability and client-centered planning
♦️ Michael Stros
Financial Planner at Vintage Financial Services, LLC
Michael Stros is a wealth advisor with Mercer Advisors and previously served as a financial planner at Vintage Financial Services, LLC. He joined Mercer Advisors in 2022 and brings expertise in risk management, tax planning, asset allocation, and cash flow analysis. Michael holds a Bachelor of Science in Business Administration with a specialization in Personal Financial Planning from Central Michigan University.
His advisory approach emphasizes listening to clients’ goals and translating them into actionable, long-term strategies. He’s known for blending technical financial planning skills with a personal touch—helping clients pursue their retirement dreams with clarity, confidence, and disciplined execution.
💡 Why Michael stands out as a Financial Advisor
🌳 Certified Financial Planner® with deep technical and strategic knowledge
📌 Proficient in balancing tax planning, risk, and cash flow management
✨ Builds strong client relationships rooted in trust and clarity
🏆 Respected for combining professional rigor with a personal, goal-oriented mindset
♦️ Michael D. Rautiola
CEO, Senior Wealth Advisor, CERTIFIED FINANCIAL PLANNER® at TrueNorth42 Wealth
🔗 LinkedIn / 🌐 Website
Michael D. Rautiola has combined years of experience in finance with a dedication to community-focused advisory work. His practice emphasizes sustainable financial growth, retirement planning, and ensuring clients’ wealth strategies match their personal values and aspirations. Michael’s thoughtful approach has earned him trust among diverse client groups.
As a financial planner in Ann Arbor, Michael is known for crafting strategies that balance long-term goals with current needs. His ability to simplify financial planning makes him a standout advisor in the local community.
Why he stands out:
🌍 Integrates personal values with financial planning
📊 Strong background in retirement and investment strategies
🌟 Known for clarity and accessibility in advice
🤝 Builds trust through consistent, client-first service
♦️ Barbara Tucker
Financial Planner at Insight Financial Group
Barbara Tucker is a dedicated financial professional focused on helping clients craft meaningful and resilient financial plans. She works collaboratively to understand clients’ aspirations and constraints, then designs strategies that integrate investment growth, risk mitigation, and long-term sustainability.
Barbara’s advisory style is rooted in empathy, clarity, and responsiveness. She prioritizes open communication, trust, and alignment of financial decisions with clients’ life goals. Her integrity and client-first orientation make her a valued partner for those seeking intentional and thoughtful financial guidance.
💡 Why Barbara stands out as a Financial Advisor
🌳 Deep commitment to understanding client values and priorities
📌 Tailors holistic solutions for investing, protection, and planning
✨ Clear communication and transparency in every engagement
🏆 Respected for her integrity, responsiveness, and client-centric focus
♦️ Nadine Marie Burns
President/CEO at A New Path Financial
Nadine Marie Burns is a highly respected advisor in Ann Arbor, recognized for her leadership and client-focused strategies. Her career is marked by a dedication to helping women and families feel empowered about their financial futures. Nadine brings an inclusive and approachable style to wealth planning.
Her focus on financial planning in Ann Arbor has made her a sought-after voice, especially for clients seeking guidance through life transitions such as retirement, career changes, or family planning.
Why she stands out:
🌟 Advocate for women’s financial empowerment
📊 Expertise in retirement and transition planning
🤝 Builds confidence through approachable guidance
📚 Known leader in Ann Arbor’s advisory community
♦️ Julie E. Hall
Certified Financial Planner™ at Vision Capital Partners
🔗 LinkedIn
Julie E. Hall, CFP®, is a dedicated financial planner whose work in Ann Arbor reflects her passion for guiding individuals through complex financial decisions. With her CFP® credential, Julie brings a high standard of professionalism to every client interaction. She focuses on building financial plans that are both strategic and highly personal.
Julie is known for making financial planning approachable, especially for those new to wealth management. Her ability to connect with clients while offering technical expertise sets her apart in the Ann Arbor advisory community.
Why she stands out:
📚 CFP® credential reflecting professional excellence
🌟 Known for approachable, client-centered planning
📊 Expertise in both long-term and immediate financial strategies
🤝 Builds strong, trust-based relationships with clients.
Empowering Ann Arbor Through Trusted Financial Expertise
The best financial advisors in Ann Arbor bring together decades of combined experience in wealth management, retirement planning, and tax-efficient strategies. Their expertise positions them as trusted partners for individuals, families, and professionals navigating important financial decisions. Many of these advisors hold advanced credentials and industry recognition, reflecting their credibility and leadership in the field. Their personalized, client-focused approaches ensure that financial strategies are not only practical but also aligned with long-term life goals. Collectively, they represent a strong advisory community that continues to strengthen financial confidence across the Ann Arbor region.
At Digital Reference, radical authenticity shapes how knowledge is shared and trusted, ensuring insights reflect genuine expertise. This principle highlights the importance of advisors whose credibility comes from proven results and meaningful client relationships.
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Financial planning in Ann Arbor continues to thrive because of advisors who blend technical skill with genuine client connection. Their expertise offers reassurance and direction at times when financial clarity is most needed. Exploring their achievements shows how authentic guidance can make an enduring difference in people’s lives. For those seeking a trusted platform to explore more about advisory excellence and beyond, your guide starts with Digital Reference.
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