Finding a financial partner who truly understands your values is rare. We’ve curated a list of the top Detroit-area firms that prioritize holistic planning, philanthropy, and tax strategy.
What is Values-Based Financial Planning?
Values-based financial planning goes beyond simple asset management. It focuses on aligning your financial decisions with your personal mission, charitable goals, and long-term life vision, ensuring your money works as hard as your principles do.
How we vetted these providers
We evaluated firms based on their commitment to fiduciary standards, specialization in philanthropic and tax planning, and their reputation for personalized, client-centered service within the Detroit metro area.
Here is a quick look at the top firms helping Detroiters align their wealth with their purpose.
| Provider | Best For | Pricing |
|---|---|---|
| Heartwell Advising, LLC | Holistic, values-aligned planning | Custom quote |
| Prosperity Wealth Strategies | High-net-worth family wealth strategy | Custom quote |
| Kanter Associates | Multi-generational estate and charitable planning | Custom quote |
| Shaheen & Associates, Inc. | Purpose-driven financial discovery | Custom quote |
| Burzynski Group Retirement Solutions | Retirement-focused financial planning | Custom quote |
The 5 Best Financial Planning Partners in Detroit for 2026
#1 Heartwell Advising, LLC
A screenshot of the Heartwell Advising, LLC website.
Heartwell Advising, LLC offers a deeply personalized approach to financial planning, tax preparation, and philanthropic strategy. Run by Suzy, a former public health analytics professional, the firm excels at helping clients rewrite their 'money stories' to align with their core values. They focus on holistic guidance rather than investment management, making them an ideal partner for those seeking clarity and purpose. Suzy’s active involvement in the FPA of Michigan and her Impact Philanthropy Advisor designation underscore her commitment to high-level, values-driven service. It is a boutique firm that truly prioritizes the emotional and strategic aspects of your financial life.
Service Focus & Specialization:
- Pro: Deeply personalized, non-investment-focused guidance.
- Con: Does not provide investment management services.
- Pricing: Custom quote
#2 Prosperity Wealth Strategies
A screenshot of the Prosperity Wealth Strategies website.
Prosperity Wealth Strategies, led by Nicole Gopoian Wirick, is a boutique firm serving families with $2-10M in assets. They blend sharp financial expertise with a personal touch, covering estate planning, trust management, and advanced tax strategies. Their integrated approach ensures collaboration with your existing team of accountants and attorneys. Nicole is a recognized thought leader in the Detroit area, frequently featured in national media outlets for her work on generational wealth and financial empowerment.
Service Focus & Specialization:
- Pro: Strong integration with existing professional teams.
- Con: Primarily focused on higher asset tiers.
- Pricing: Custom quote
#3 Kanter Associates
Kanter Associates is a third-generation, family-owned firm with a legacy dating back to 1925. They specialize in values-based estate planning, charitable gift design, and business succession planning. Their long-standing reputation in the Detroit community is built on deep expertise in navigating complex tax and philanthropic landscapes. They provide a traditional, relationship-first experience that has served families for nearly a century.
Service Focus & Specialization:
- Pro: Nearly 100 years of local experience.
- Con: More traditional, less tech-forward interface.
- Pricing: Custom quote
#4 Shaheen & Associates, Inc.
A screenshot of the Shaheen & Associates, Inc. website.
Shaheen & Associates focuses on helping individuals and families identify the purpose behind their money. Their values-based planning process is designed to uncover what truly matters to you, whether it is family wealth or establishing a charitable foundation. With nearly 40 years of experience, they emphasize building meaningful, lasting relationships. They are well-regarded for their ability to guide clients through various market cycles with a steady, trustworthy hand.
Service Focus & Specialization:
- Pro: Extensive experience in long-term relationship building.
- Con: Limited digital-first planning tools.
- Pricing: Custom quote
#5 Burzynski Group Retirement Solutions
A screenshot of the Burzynski Group Retirement Solutions website.
Burzynski Group specializes in helping families who are in or nearing retirement. Their Roadmap for Retirement process examines your current financial situation to build a secure future. While they focus heavily on retirement income, they also incorporate values-based planning to ensure your retirement lifestyle matches your goals. They are a family-owned firm that treats clients like an extension of their own family.
Service Focus & Specialization:
- Pro: Specialized expertise in retirement transitions.
- Con: Primary focus is on retirement rather than broad philanthropic strategy.
- Pricing: Custom quote
Selecting the right partner
Start by defining your primary goal: is it tax efficiency, philanthropic legacy, or retirement security? Interview at least three firms to ensure their communication style and values align with your own.
Automating your workflow
Many modern firms now use secure client portals to automate document sharing and progress tracking. Ask your advisor how they leverage technology to keep your financial plan updated without constant manual effort.
The Verdict
Choosing a financial advisor is a deeply personal decision. Whether you prioritize the holistic, values-driven approach of Heartwell Advising or the multi-generational expertise of a firm like Kanter Associates, the best choice is one that makes you feel heard, understood, and empowered to reach your goals.