Fiduciary advisors in Traverse City, MI

Traverse City, Michigan

Bliss and Thompson Financial Services, located in Traverse City, Michigan, offers insurance analysis and financial planning services grounded in client-centered conversations and relationships. The firm addresses planning concerns including estate conservation, Social Security strategy, required minimum distributions, and retirement income preservation, with advisors who continue the practice established by founder Steven L Bliss over 36 years ago. The firm's approach involves an initial consultation to gather financial information and identify goals, followed by a customized financial plan with investment recommendations and retirement projections presented at a subsequent meeting.

Traverse City, Michigan

Centennial Wealth Advisory, located in Traverse City, Michigan, provides financial planning services with a focus on retirement planning. The firm works with clients through a structured process that includes strategy development, evaluation of current financial circumstances, and ongoing plan implementation and monitoring. The firm has received recognition from the local community and offers complimentary initial consultations.

Traverse City, Michigan

Fortitude Wealth Planners, LLC is a financial planning firm based in Traverse City, Michigan, founded in 2006 by Vicki L. Beam, who holds FINRA Series 6, 7, 24, 63, and 65 credentials. The firm provides financial planning and insurance analysis services using a holistic approach that coordinates financial strategies with clients' life objectives. The team includes Michelle, who holds Series 7 and 66 certifications and professional insurance licenses, and Dwiyana Edwards, who holds SIE, Series 6, and Series 65 credentials along with a life insurance license. The firm also facilitates estate planning services including trusts and wills through a network of attorney partners.

Traverse City, Michigan

Horizon Financial | Wealth Management is an investment advisory firm in Traverse City, Michigan. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

Traverse City, Michigan

Lucas Settineri, CFP®, AAMS® - Raymond James is an investment advisory firm in Traverse City, Michigan. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Traverse City, Michigan

Insurance-Based

Northwestern Mutual is an insurance-based firm in Traverse City, Michigan. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Traverse City, Michigan

Prout Financial Design is a fiduciary advisory firm in Traverse City, Michigan, specializing in retirement planning with over 30 years of experience serving the region. The firm offers financial planning, investment management, and retirement planning services through its team of advisors holding advanced certifications, including Ed Slott Master Elite Advisor designations. They emphasize a collaborative, client-first approach that addresses income strategies, tax considerations, and long-term security planning tailored to individual circumstances and values. The firm is registered through Capital Asset Advisory Services, LLC.

Traverse City, Michigan

Zhang Financial is a fee-only wealth management firm based in Portage, Michigan, with over $8 billion in regulatory assets under management. The firm's leadership includes NAPFA members and in-house CPAs and licensed attorneys who coordinate investment management, tax planning, and legal services. Zhang Financial operates as a 100% independent fiduciary with minimum investment requirements of $1,000,000 for Michigan clients and $2,000,000 for those outside the state, and received the 2022 Better Business Bureau Torch Award for Ethics.