This guide to the seven best financial advisors in Grosse Pointe, MI brings together entries with different areas of emphasis in their names, from mortgage lending to wealth advice and retirement. Mutual of Omaha Mortgage opens the list, followed by Melissa Fradenburg, Wealth Advisor | Farther and LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier.
The list includes both firm names and entries identifying an individual advisor. Stifel appears under its firm name, while Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA® identifies the advisor and includes professional designations. BMR Retirement Group, LLC and Thomas Gallant - Financial Advisor, Ameriprise Financial Services, LLC round out the seven selections.
Use the guide to organize your search around the financial questions you want to address. A mortgage decision, a retirement plan and a broader look at your finances are different starting points. For readers in Grosse Pointe, MI, the entries below provide a focused list to work through, with your own priorities setting the direction.
The short answer
1. Mutual of Omaha Mortgage — Mutual of Omaha Mortgage focuses on residential mortgages rather than general financial advice, with 4.8 stars from 123 Google reviews.
2. Melissa Fradenburg, Wealth Advisor | Farther — Melissa Fradenburg has over 15 years of experience and offers financial planning, investment management and divorce financial guidance.
4.8(123)· Google4.8 out of 5 from 123 reviews (Google rating)
Mortgage lender · Grosse Pointe (City)
Closed today
A 4.8-star Google rating from 123 reviews supports Mutual of Omaha Mortgage’s No. 1 placement among financial advisors in Grosse Pointe, MI. Its focus is residential mortgages, rather than general financial advice—a distinction for readers seeking help with home lending. Located at 17108 Mack Ave, Suite 201, the office lists weekday hours of 8 a.m. to 6 p.m. Wheelchair-accessible parking, an entrance, seating and a restroom add practical accessibility, while the company describes offering a range of home loan products.
5.0(3)· Google5.0 out of 5 from 3 reviews (Google rating)
Financial planner · Grosse Pointe Farms
Closed today
More than 15 years of experience and a service mix that includes divorce financial guidance earn Melissa Fradenburg, Wealth Advisor | Farther the No. 2 spot among financial advisors in Grosse Pointe, MI. Fradenburg holds CDFA® and AIF® credentials and offers personalized financial planning and investment management for individuals. Her stated approach focuses on making complex financial decisions easier to understand. A 5-star Google rating adds context, though it rests on just three reviews. Appointments are recommended, and wheelchair-accessible entry, parking and restroom facilities are listed.
5.0(2)· Google5.0 out of 5 from 2 reviews (Google rating)
Financial planner · Grosse Pointe Farms
Closed today
A 5-star Google rating and accessible office features put LandMark Financial Planning + Advisory / Lincoln Financial Advisors - Ryan Z. Marier at No. 3 on this Grosse Pointe, MI list. The rating comes from just two reviews, with no review text supplied, so it provides limited evidence of client experience. The office at 18720 Mack Ave, Suite 270, lists weekday hours of 9 a.m.–5 p.m. and recommends appointments. Wheelchair-accessible entry, parking and a restroom are noted, but specific advisory services and specialties are not described.
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Investment bank · Grosse Pointe Farms
Closed today
Portfolio planning and wealth transfer put Stifel at No. 4 on our list of financial advisors in Grosse Pointe, MI. The Kercheval Avenue office is part of a wealth management and investment banking firm established in 1890. Its stated focus includes tailoring investments to clients’ goals and planning transfers to heirs with attention to tax efficiency. Weekday hours run from 8 a.m. to 4:30 p.m., with accessible parking and an accessible entrance. Its 5-star Google rating comes from just one review, so client feedback remains limited.
5.0(1)· Google5.0 out of 5 from 1 reviews (Google rating)
Financial consultant · Grosse Pointe (City)
Closed today
Listed CFP® and CIMA® credentials help explain Michael T Wharton’s fifth-place position among financial advisors in Grosse Pointe, MI. His Edward Jones office at 650 St Clair Ave offers a practical weekday schedule, opening Monday through Friday from 8 a.m. to 4 p.m. The firm describes its services as investing guidance, retirement planning and education savings, including tax-smart strategies. A 5-star Google rating is based on just one review, so it provides limited evidence of client experience. Appointments are recommended.
A listed office and basic access details are the clearest basis for BMR Retirement Group, LLC’s inclusion at No. 6 among financial advisors in Grosse Pointe, MI. Located at 17266 Mack Ave, Suite A, the business has a wheelchair-accessible entrance and a restroom. The supplied information does not describe its advisory services, client focus, or fees, and no reviews or rating are available. This entry therefore identifies a local option to investigate, rather than establishing its service quality or retirement-planning expertise.
A stated focus on clients’ goals and a choice of meeting formats put Thomas Gallant’s Ameriprise practice at No. 7 among financial advisors in Grosse Pointe, MI. The practice describes an approach that accounts for changing markets and unexpected life events while keeping longer-term goals in view. Based at 726 Notre Dame St, Grosse Pointe, MI, it offers online appointments and onsite services, with appointments recommended. Wheelchair-accessible parking is listed, though wheelchair-accessible seating is unavailable—a useful distinction when planning an office visit.
Goal-focused approach
Online appointments
Onsite services
Map of every pick
Compare at a glance
Comparison of the best financial advisors in Grosse Pointe, MI
Ratings and review counts shown are Google ratings, displayed with attribution.
How we ranked this list
Each financial advisor is scored on a Bayesian-weighted rating (its rating adjusted for how many reviews it has compared with the Grosse Pointe category average), how recently we verified its details, and how complete its listing is. Scores and ranks are stored, so the order only changes when the underlying data changes.
financial advisors in Grosse Pointe, MI: common questions
Which listings in Grosse Pointe, MI identify an individual financial professional?
The supplied names identify Melissa Fradenburg at Farther, Ryan Z. Marier in the LandMark Financial Planning + Advisory / Lincoln Financial Advisors listing, and Michael T Wharton at Edward Jones.
Which financial advisor listing in Grosse Pointe, MI includes professional credentials?
Edward Jones - Financial Advisor: Michael T Wharton, CFP®|CIMA® includes those credentials in its supplied name. No credential information was provided for the other listings.
Are Merrill Lynch and Morgan Stanley included in the Grosse Pointe, MI guide?
Yes. The known listings include Merrill Lynch Wealth Management and Morgan Stanley Financial Advisors. Specific advisors, services, fees, and account requirements were not provided for either.
Does every business listed in the Grosse Pointe, MI guide offer financial advice?
The provided information does not establish that. Mutual of Omaha Mortgage and Bank of America (with Drive-thru ATM) appear alongside advisor and financial-services listings. Confirm the service you need directly with each business.
How can I compare Arreola Financial, Bowline Financial, and Lenhard Financial Services in Grosse Pointe, MI?
Only their names were provided, so there is no supported basis here for ranking them. Ask each about services, fees, qualifications, and client requirements before making a comparison.
1
