Equitable Advisors

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Grand Rapids is here for you, serving Western Michigan, including the areas of Grand Rapids, Muskegon and Kalamazoo. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Fiduciary Financial Adviser in Grand RapidsFor nearly 40 years, weve helped people pursue their financial goals with personalized advice and comprehensive wealth management. 401(k) / retirement plan advice Retirement planning Financial planning Investment management Tax strategiesWere a fiduciary, which means we always put your interests first. We charge a fee-only basis, so you can be confident that we are not motivated by commissions.Were located in Grand Rapids and serve clients throughout west Michigan.Schedule a free consultation with one of our experienced financial advisers today and learn how we can help you work toward your financial goals.

Retirement and Wealth Management(Call or email us today to have one of our Financial Advisors see if you are ready for retirement, or would like a free portfolio review.