Morgan Stanley
47yrs
Top advisor by experience in Bloomfield Hills
28yrs
Michael Obrien has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Bloomfield Hills, Michigan. Michael joined Schwartz & Co. in 2010, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 647 advisors with offices in Bloomfield Hills, and one of 606 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office3707 W. Maple, Bloomfield Hills, MI 48301
FirmSchwartz & Co.
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.46 million
Advisors at the firm25
States licensed ?2 states
Services through Schwartz & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowGregory J. Schwartz & CO., Inc.Current firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Schwartz & Co. at (248) 644-2701 and ask for Michael Obrien. Michael works from the Bloomfield Hills, MI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Schwartz & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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