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Financial Planners in Lansing, MI: 2026 rankings

33 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Lansing: Financial Strategies Group, Inc., RFA Score 73/100; 5.0★ from 55 Google reviews.

  2. 2

    Most-reviewed: Bankers Life, 75 Google reviews at 4.5★, the most of 33 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

33 Lansing financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 33 rated firms.

Top 10 financial planners in Lansing at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Lansing at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Financial Strategies Group, Inc.735.0★ (55)Okemos, 7 mi awayTop score
2Bankers Life724.5★ (75)Okemos, 7 mi awayMost reviews
3Foguth Financial Group725.0★ (46)Okemos, 7 mi away—
4Allied Integrated Wealth725.0★ (40)Okemos, 6 mi away—
5Castle Financial Partners725.0★ (41)East Lansing, 8 mi away—
6Preferred Wealth Management, LLC704.8★ (21)Lansing—
7Flynn Wealth Partners704.9★ (28)East Lansing, 6 mi away—
8Adventure Credit Union684.0★ (23)Lansing—
9Cristo Rey Family Health Clinic673.5★ (26)Lansing—
10Michigan Money Management675.0★ (13)East Lansing, 4 mi away—

All 33 financial planners in Lansing, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Bankers Life

    Based in Okemos, 7 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.5★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2149 Jolly Rd Ste 100, Okemos, MI 48864
    View profile for Bankers Life(517) 347-4994

  7. #7 Flynn Wealth Partners

    Based in East Lansing, 6 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2260 E Saginaw St # B, East Lansing, MI 48823
    View profile for Flynn Wealth Partners(517) 336-0321

  8. #8 Adventure Credit Union

    Based in Lansing

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 23 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5615 W Saginaw Hwy, Lansing, MI 48917
    View profile for Adventure Credit Union(800) 323-2129

  10. #10 Michigan Money Management

    Based in East Lansing, 4 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    735 W Lake Lansing Rd #100, East Lansing, MI 48823
    View profile for Michigan Money Management(517) 349-7111

  11. #11 DrivenWealth

    Based in East Lansing, 4 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Address
    3496 E Lake Lansing Rd Ste 120, East Lansing, MI 48823
    View profile for DrivenWealth(517) 274-8501

  12. #12 FinancialMD

    Based in Okemos, 8 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2145 University Park Dr Ste 255, Okemos, MI 48864
    View profile for FinancialMD(517) 246-3123

  15. #15 Adventure Credit Union

    Based in Lansing

    66/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 2.8★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 2.8★ from 59 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    301 E Jolly Rd, Lansing, MI 48910
    View profile for Adventure Credit Union(800) 323-2129

  17. #17 Maner Costerisan

    Based in Lansing

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.5★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 10 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2425 E Grand River Ave Ste 1, Lansing, MI 48912
    View profile for Maner Costerisan(517) 323-7500

All 33 financial planners

#1 to #25 are shown in full above. Here are #26 to #33, in RFA Score order; each links to its profile.

financial planners in Lansing, ranks 26 to 33
RankBusinessRFA ScoreGoogle ratingDistance
26Financial Technology Inc634.2★ (5)4 mi
27Fairhaven Financial Advisory Corporation635.0★ (4)4 mi
28Evergreen Wealth Management, LLC634.6★ (10)14 mi
29LifePlan Financial Design Inc635.0★ (5)7 mi
30Hantz Financial Services, Inc. - Okemos, Michigan634.3★ (6)8 mi
31Kent Ballard - Raymond James625.0★ (3)4 mi
32Chris Buck - Thrivent625.0★ (5)12 mi
33Barnhart Wealth Management615.0★ (4)12 mi

Also serving Lansing

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Lansing
BusinessGoogle ratingDistance
Brace Financial Services5.0★ (11)In Lansing
Cady Financial5.0★ (2)In Lansing
Catholic Charities Cristo Rey Campus4.1★ (56)In Lansing
David J Ambrose CPA, PLLC5.0★ (2)In Lansing
Edward Jones - Financial Advisor: Ben Marciniak-Jennings4.6★ (9)In Lansing
Edward Jones - Financial Advisor: Erik L Hansen, CFP®|CEPA®|AAMS®4.4★ (14)In Lansing
Jacobs Financial Services LLC5.0★ (2)In Lansing
Kyle S Grice-Modern Woodmen of America5.0★ (14)In Lansing
Lutheran Financial Services5.0★ (2)In Lansing
Michigan Office of Retirement Services2.2★ (96)In Lansing
Modern Woodmen of America3.9★ (7)In Lansing
Nick Nauta Financial5.0★ (1)In Lansing
OTC Investments1.0★ (1)In Lansing
Park Lake Advisors5.0★ (2)In Lansing
Smalley Investments5.0★ (2)In Lansing
Sutton Advisors, PLC5.0★ (2)In Lansing
T&G Financial Solutions, Inc.5.0★ (2)In Lansing
Transamerica Financial Advsrs5.0★ (1)In Lansing
Tri-Star Trust3.0★ (2)In Lansing
Waggoner Financial5.0★ (4)In Lansing

How we ranked Lansing financial planners

We scored 33 Lansing financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Lansing data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Lansing: frequently asked questions

Which financial planner has the highest RFA Score in Lansing?

By RFA Score, the highest-ranked financial planner in Lansing, MI is Financial Strategies Group, Inc. with an RFA Score of 73/100. It has 5.0★ from 55 Google reviews. Bankers Life (#2) and Foguth Financial Group (#3) follow. We ranked 33 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lansing?

RankedFinancialAdvisors ranks 33 financial planners serving Lansing, MI. 15 of them are based in Lansing; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Lansing work on weekends?

3 of 33 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Bank of America Financial Center (#13), Adventure Credit Union (#15) and Bank of America (with Drive-thru ATM) (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lansing financial planners have?

The median Google rating among 33 rated financial planners in Lansing is 5.0★, with a median of 10 reviews. Bankers Life has the most, 75 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Lansing count in this ranking?

Yes, if they are within 25 mi of the Lansing city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Lansing ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Lansing a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Lansing

  1. November 2026: RFA Scores recalculated for 33 financial planners serving Lansing.

More financial planners and Lansing pages