When it comes to your financial future, a trusted partner can make all the difference. Based in Grand Blanc, Mich., with offices in Fenton and Flint, Acorn Wealth Advisors has helped hundreds of clients identify, plan for and achieve their financial goals. We are an independent, fee-based advisory practice that answers only to our clients. Our experienced team is united around a single goal: helping you succeed.
Peace of Mind
- Peace of mind
- Education
- Adherence to plan & goals
- Emotions, biases and stress
- Objective feedback
- Trusted second opinion
- Life/business transition
- Financial planning
- Holistic integration
- Investment selection & monitoring
- Asset allocation & rebalancing
- Risk management
- Income strategies
- Tax/estate considerations
- Specialized expertise
- Time savings
- Personalized service
- Coordinate trusted professionals
- Reporting
- Integrated technology
- Spouse involvement
- Children engagement
- Multigenerational planning
- Legacy
- Philanthropy
Retirement Planning
Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.
Comprehensive
It's more than just investing successfully. We understand the big picture.
Planning
FPA provides professional development and practice management support to CFPs and financial planning professionals.
Regulated
The mission of the SEC is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation.