Retirement Plan Advisors in Clinton County, MI
The top-ranked retirement plan advisors serving Clinton County, MI are Fairhaven Financial Advisory Corporation, Rehmann Wealth and Evergreen Wealth Management, LLC. We list 4 retirement plan advisors serving Clinton County, MI. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Clinton County, MI. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Clinton County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Fairhaven Financial Advisory Corporation | SEC-registered investment adviser (CRD)#124266 | East Lansing, MI (15 mi) | (517) 332-2900 |
| 2 | Rehmann Wealth | SEC-registered investment adviser (CRD)#123047 | MI | (517) 316-2400 |
| 3 | Evergreen Wealth Management, LLC | SEC-registered investment adviser (CRD)#174090 | Williamston, MI (24 mi) | (517) 655-2118 |
| 4 | Cg Advisory Services | SEC-registered investment adviser (CRD)#110929 | Williamston, MI (24 mi) | (517) 339-7662 |
- FAIRHAVEN FINANCIAL ADVISORY CORPORATIONServes this area from East Lansing, MI (15 mi)
#2Rehmann Wealth
REHMANN CAPITAL ADVISORY GROUP, LLCServes this area from MI#3Evergreen Wealth Management, LLC
EVERGREEN WEALTH MANAGEMENT, LLCServes this area from Williamston, MI (24 mi)#4Cg Advisory Services
CAPITAL ASSET ADVISORY SERVICES, LLC.Serves this area from Williamston, MI (24 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Clinton County?
We list 4 retirement plan advisors serving Clinton County, MI: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Clinton County?
The top-ranked retirement plan advisors serving Clinton County, MI are Fairhaven Financial Advisory Corporation, Rehmann Wealth, Evergreen Wealth Management, LLC and Cg Advisory Services. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Clinton County are verified against official records?
4 of the top 4 match an active official record: Fairhaven Financial Advisory Corporation (U.S. Securities and Exchange Commission), Rehmann Wealth (U.S. Securities and Exchange Commission), Evergreen Wealth Management, LLC (U.S. Securities and Exchange Commission) and Cg Advisory Services (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
St. Johns, DeWitt, Bath, Wacousta, Ovid, Fowler, Lake Victoria, Elsie, Westphalia, Maple Rapids, Eureka, Eagle