Kenneth R. Duetsch II
CFP®, CFA®, MBAManaging Partner / Financial Advisor
Financial Advisors in Grand Blanc, MI
At Savant Wealth Management, our Grand Blanc, MI, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 5225 E. Cook Road, we strive to uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically partner with individuals and families who have $750,000 or more in investable assets, as well as those approaching meaningful financial milestones such as retirement, a business transition, or an inheritance. Our advisors focus on building strategies that evolve with your needs over time. If you’re looking for a financial advisor in Grand Blanc, you can schedule a call to start a conversation with our team.
Why Work with a Financial Advisor in Grand Blanc, MI, at Savant?
Choosing a financial advisor is about more than proximity. It’s about working with a team that can help provide objective guidance and put your interests first. At Savant Wealth Management, our Grand Blanc advisors are held to a fiduciary standard and follow a fee-only model, helping align our recommendations with your long-term financial goals.
Our approach to financial planning is comprehensive and integrated. We connect investment management, tax strategies, retirement planning, and estate considerations into a cohesive plan, with the goal of helping you make more informed decisions across every stage of life.
Working with a Grand Blanc-based advisor can also help provide the benefit of ongoing, relationship-driven support. As your goals and financial situation evolve, your strategy can adapt with them, helping you remain aligned with your goals over time.
Financial Services Offered at Our Grand Blanc Office
Our Grand Blanc office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Meet Our Grand Blanc Financial Advisors
The advisors at our Grand Blanc office combine years of industry expertise with a strong commitment to client-focused service. Guided by fiduciary principles, they work closely with individuals and families to create tailored financial strategies that reflect personal goals and values. They strive to build each relationship on trust, transparency, and a dedication to helping clients move forward with clarity.
Stephen M. Schiestel
CFA®, MBAInvestment Advisor Representative
Andreas F. Shick
CFP®, EA, TPCP®Financial Advisor
Savant's Financial Views & News | Grand Blanc, MI
Grand Capital Advisors Joins Savant Wealth Management
Michigan-based Grand Capital Advisors partners with Savant Wealth Management, adding a Grand Blanc office and expanding Savant’s Midwest footprint.
Financial Planning Tools and Resources for Grand Blanc, MI, Residents
Strong financial decisions start with the right resources. Our Grand Blanc team can provide access to curated tools, checklists, and insights to help you evaluate your current strategy and identify new opportunities. Whether you’re refining your retirement plan or strengthening your overall financial approach, these resources are designed to support your next steps.
Upcoming Webinars
Navigating Health, Wealth, and Estate Decisions
April 29 | 1:00 PM CTWhere Health Meets Wealth – Explore how health, wealth, and estate decisions connect. Designed for those with $750K+ saved for retirement.
Save Your Seat
Is $2M Enough for Your Retirement?
May 6 | 1:00 PM CTRealities of a $2M Portfolio – Explore how planning, taxes, and cash flow can shape retirement decisions when evaluating a $2M portfolio.
Sign Up
Retirement Planning with a Purpose
May 13 | 1:00 PM CTOrganizing for Retirement – Learn how to plan ahead, organize key details, and talk with adult children. For those with $750K+ in retirement savings.
Register Now
You've Inherited Wealth: Now What?
May 20 | 1:00 PM CTDecisions After Inheriting – If you’re inheriting $1M+, attend this webinar to explore inheritance-related financial and estate topics.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Grand Blanc, MI
What should I look for in a financial advisor in Grand Blanc, MI?
When choosing a financial advisor in Grand Blanc, we believe it’s important to look for someone who acts as a fiduciary, offers transparent pricing, and provides comprehensive financial planning services aligned with your goals.
What does it mean to work with a fiduciary financial advisor?
A fiduciary financial advisor is legally required to act in your best interests.
What is a fee-only financial advisor?
A fee-only financial advisor is compensated directly by clients rather than through commissions on financial products.
Who is a good fit for wealth management services?
Wealth management services are often a good fit for individuals and families with more complex financial needs, including those managing investments, preparing for retirement, or navigating major financial events.
What services do financial advisors in Grand Blanc offer?
Financial advisors in Grand Blanc typically provide services such as investment management, retirement planning, tax strategies, and estate planning, helping create a coordinated financial strategy.
Can a financial advisor help with retirement planning?
Yes, financial advisors help you prepare for retirement by evaluating your current savings, projecting future income needs, and building a strategy to support your lifestyle.
How often should I meet with a financial advisor?
Many clients meet with their advisor at least once or twice per year, with additional check-ins during major life or financial changes to ensure their plan stays aligned.
Is working with a local financial advisor important?
Working with a local Grand Blanc advisor can make it easier to build a relationship and have in-person conversations, while also providing more personalized, accessible support.
What’s included in a comprehensive financial plan?
A comprehensive financial plan typically includes investment strategy, retirement planning, tax considerations, estate planning, and risk management, all working together toward your goals.
How do I get started with a financial advisor in Grand Blanc, MI?
Getting started usually begins with an introductory conversation to review your goals and financial situation. From there, your advisor can outline a personalized plan and next steps.
