Timothy W. Wyman, CFP®, JD
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Timothy Wyman, CFP®, JD named to Forbes’ Best-In-State Wealth Advisors List for 2025 in Michigan¹ and to 2020 Financial Times 400 Top Financial Advisors³.
Chair, CERTIFIED FINANCIAL PLANNER®
Timothy Wyman, CFP®, JD is the Chair at Center for Financial Planning, Inc.®. In 2026, after fifteen years serving as Managing Partner, Tim transitioned to the Chair role to continue guiding the firm’s vision and strategy. He has been recognized for his expertise and dedication, earning a place on Forbes’ Best-In-State Wealth Advisors in Michigan¹ in 2025—his eighth consecutive year on the list – as well as on Forbes’ Best-In-State Wealth Management Teams in 2025.
As a thought leader in his profession, Tim has appeared on the Kitces Financial Advisor Success Podcast to discuss systematizing succession planning, ensemble practice design, and the firm’s unique “Path to Partnership” for building internal ownership pathways. He also serves on the Raymond James Leadership Advisory Board, providing strategic input on advisor development and firm initiatives. From 2005-2007, Tim served on the National Board of Directors for the Financial Planning Association.
He frequently speaks to organizations and businesses on financial planning and investment management and is a contributor to national and local media. Tim’s appearances include Good Morning America (Weekend Edition), Fox 2 Detroit, and WDIV Channel 4 News, with contributions to Forbes, The Wall Street Journal, Money Magazine, SmartMoney, The Chicago Tribune, and other publications.
Committed to community service, Tim currently serves on the Albion College Board of Trustees, where he is Chair of the Endowment Investment Committee, and he is a Board Member at Plum Hollow Country Club.
Tim and his wife, Jen, enjoy golf, travel, and spending time with their three adult children and family dogs.
Education:
Juris Doctorate, Cum Laude, Detroit College of Law at Michigan State University (admitted to practice law in Michigan)
Bachelor of Arts, Economics & Management, Albion College
LICENSES & CERTIFICATIONS:
CERTIFIED FINANCIAL PLANNER® (CFP®)
LEADERSHIP & COMMUNITY INVOLVEMENT:
Albion College Board of Trustees (current) — Chair, Endowment Investment Committee
Plum Hollow Country Club (current) — Board Member
Raymond James Leadership Advisory Board (current)
Financial Planning Association (past) — National Board of Directors
Leadership Oakland (past) — Director
Wing Lake Property Association (past) — Board Member
Cystinosis Research Network (past) – Board Member
Raymond James is not affiliated with the above independent or charitable organizations.
¹The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
³The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. This ranking is based upon the period from 06/30/2016 to 06/30/2019 and was released on 04/16/2020. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James.