Financial Advisors in Flint, MI
Financial AdvisorsFlint, MI
Procyon offers fee-based wealth management and comprehensive financial planning to individuals and families across Genesee and Oakland Counties. Our advisors help clients coordinate retirement planning, 401(k) strategies, estate and legacy planning, investment management, and other financial priorities.
Formerly OLV Investment Group, our Flint office continues to serve Mid-Michigan residents with personalized financial planning services, now with access to Procyon’s broader capabilities. As a fiduciary and registered investment adviser, we are committed to acting in your best interests with objective advice focused on retirement planning, investment management, and long-term financial stability.
A commitment to client excellence that shows
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
2026
50 RIA Firms To Watch 2026
2025
2025 Top RIA Firms
2024
Forbes Top RIA Firms 2024
2023
12 Fastest-Growing RIAs: 2023
2021
National Association of
Plan Advisors Top DC Advisor Team
2019
National Association of
Plan Advisors Top DC Advisor Team
2017
Barron’s Top 30
Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
Financial Planning and Wealth Management for Flint Clients
Procyon partners with individuals and families in Flint and across Genesee and Oakland Counties, including Grand Blanc, Fenton, and Brighton, who are navigating retirement planning, investment decisions, tax considerations, and long-term wealth strategies.
Clients choose Procyon for clear guidance, transparent advice, and a planning approach built around their goals.
With Procyon, you can expect:
- A fiduciary standard that prioritizes your best interests
- A transparent, fee-based compensation model
- Structured planning built around disciplined investment management and retirement income coordination
- Ongoing relationships rooted in accountability and clear communication
- Coordinated strategies that integrate retirement, tax, and estate considerations
Whether preparing for retirement, managing multi-generational assets, or building a long-term financial strategy, our team works with you to create practical, customized solutions designed to support lasting financial confidence.
MEET OUR ADVISORY TEAMVisit Our Flint, MI Location
Our Flint office allows us to serve clients throughout Genesee County, Oakland County, and surrounding Mid-Michigan communities. We work with professionals, business owners, retirees, and families seeking comprehensive financial planning and objective advice. We welcome the opportunity to meet in person, review your current financial plan, and discuss how our fiduciary advisor team can help you with strategic planning.
Professional Wealth Management for
Every Stage of Your Financial Life
Schedule a Consultation with Procyon’s
Financial Advisors in Flint
We believe strong financial planning starts with listening. Our team takes the time to understand where you are today and where you want to go before offering guidance. Connect with our Flint advisors to explore how a disciplined, long-term approach can support retirement income, tax efficiency, and legacy planning financial goals.
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FAQs About Financial Advisor Services
in Flint, MI
What does a financial advisor do?
A financial advisor helps individuals, families, and business owners develop structured strategies for retirement planning, investment management, tax coordination, and long-term wealth management in Genesee County. Because many Mid-Michigan residents balance 401(k)s, small business ownership, and multi-generational assets, a fiduciary advisor integrates these moving parts into one comprehensive financial plan aligned with your financial goals.
How can wealth management help protect my retirement?
Wealth management helps protect your retirement by coordinating investment strategy, income planning, tax efficiency, and risk management specific to Michigan residents. With Michigan’s retirement tax rules and cost-of-living considerations, a local financial planner can help build strategies designed to support sustainable income while managing potential losses and market volatility.
Is Procyon the same as OLV Investment Group?
Yes, Procyon’s Flint office was formerly OLV Investment Group. The transition allows long-standing Mid-Michigan clients to maintain trusted relationships while gaining access to expanded wealth management, tax, and accounting resources through a registered investment adviser platform.
What should I look for in a financial planner in Flint?
When choosing a financial planner in Flint, look for fiduciary responsibility, transparent fees, proper registration as a registered investment adviser, and experience serving families and business owners. You should also evaluate whether the advisor provides comprehensive financial planning rather than only investment management.
Do you work with GM and Ford retirees, healthcare professionals, or local business owners?
Yes, our financial advisors often work with retirees from regional employers, healthcare professionals, educators, and small business owners. These financial lives frequently involve retirement funds, deferred compensation plans, and closely held businesses, which require coordinated retirement and tax planning strategies.
Can a financial advisor help with Michigan retirement taxes?
Our comprehensive financial planning at Procyon typically includes investment management, retirement planning, tax coordination, estate planning collaboration, insurance review, and ongoing portfolio monitoring. A certified financial planner evaluates your entire financial picture and creates strategies to support long-term financial confidence.
Does a financial advisor guarantee future performance?
Yes, a financial advisor can help you plan around state-specific retirement tax rules. Coordinating tax-efficient withdrawals, Social Security timing, and IRA distributions can help manage your overall tax exposure during retirement.