SPC
46yrs
Top advisor by experience in Ann Arbor
4yrs
Milo Bonell
Financial advisor at Imber Financial Group
Milo Bonell is a financial advisor in Ann Arbor, Michigan, with 4 years in the industry. Milo joined Imber Financial Group in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Milo holds the CFP® designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office955 W Eisenhower Circle Suite A, Ann Arbor, MI 48103
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$530,193
Advisors at the firm4
States licensed ?1 state
Services through Imber Financial Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Aug 2026 – nowImber Financial Group, LLCCurrent firm
Contact Milo
(734) 769-1719Imber Financial Group main office 955 W Eisenhower Circle Suite AAnn Arbor, MI 48103Office · Get directions X (Twitter) pageImber Financial Group
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Milo
Tailored to Milo’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Milo
How do I contact Milo?
Call Imber Financial Group at (734) 769-1719 and ask for Milo Bonell. Milo works from the Ann Arbor, MI office.
How long has Milo been a financial advisor?
Milo has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Milo hold?
Series 63. Tap any license on this page to see what it allows.
Is Milo a fiduciary?
Milo is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Milo paid?
Imber Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Milo 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.
Other advisors nearby
Merrill
45yrs
Top 1% by experience in Ann Arbor
Raymond James Financial Services Advisors
45yrs
Top 1% by experience in Ann Arbor
Robert W. Baird & Co.
45yrs
Top 1% by experience in Ann Arbor
Concorde Asset Management
45yrs
Top advisor by experience at Concorde Asset Management
SPC
44yrs
Top 1% by experience in Ann Arbor