Stephen M. Schiestel
CFA®, MBAInvestment Advisor Representative
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 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 provides objective guidance and puts your interests first. At Savant Wealth Management in Grand Blanc, Michigan, our advisors operate as fiduciaries 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, helping you make more informed decisions across every stage of life.
Working with a Grand Blanc-based advisor also provides the benefit of ongoing, relationship-driven support. As your goals and financial situation evolve, your strategy can adapt with them, helping you stay on track over time.
Financial Services Offered at Our Grand Blanc, MI 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.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Meet Our Grand Blanc Financial Advisors
The advisors at our Grand Blanc, Michigan 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 with trust, transparency, and a dedication to helping clients move forward with clarity.
Andreas F. Shick
CFP®, EA, TPCP®Financial Advisor
Kenneth R. Duetsch II
CFP®, CFA®, MBAManaging Partner / Financial Advisor
Savant's Financial Views & News | Grand Blanc, MI
Why Fiduciary Financial Planning Matters for Grand Blanc Households
Work with a fiduciary financial advisor in Grand Blanc, MI, for objective, transparent planning focused on your best interests.
Retirement Planning for Grand Blanc Residents Nearing Retirement
Retirement planning in Grand Blanc, MI: Learn how to create income, manage taxes, and plan confidently for retirement.
How Grand Blanc Families Can Plan for Multigenerational Wealth
Plan multigenerational wealth in Grand Blanc, MI, with strategies for trusts, gifting, and estate planning that support your family’s long-term goals.
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.
Upcoming Webinars
Beyond the Algorithm: Where AI Falls Short for Wealthy Investors
October 28 | 1:00 PM CTExplore AI’s role in wealth planning and where human guidance still matters. For those with $750K+ saved.
Register Today
Year-End Tax Planning for Investors with Significant Wealth
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.
Sign Up
Tax-Savvy Retirement Planning for Affluent Investors
November 10 | 1:00 PM CTHave at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)
Save Your Seat
What University Professionals May Overlook About Retirement Planning
November 12 | 1:00 PM CTUnderstand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.
Sign Up
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 consider 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. This means providing recommendations that prioritize your financial well-being and long-term objectives.
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, Michigan 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, Michigan financial 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.
Connect with a Financial Advisor in Grand Blanc, MI, Today
Whether you’re planning for retirement, managing investments, or looking for objective financial guidance, our Grand Blanc, Michigan team is here to help. Call our office at 810.354.9008 to get started, or schedule a consultation to learn how our fiduciary advisors can help you build a strategy aligned with your long-term goals.
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.
