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Trusted Advisors to Guide Your Path. A Welcoming Office. Expertise That Builds Confidence.

LPL Financial Advisors in Traverse City, Michigan

Our first priority at Advanced Financial Group is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

Our Farming Community

We understand the unique financial needs and goals of our farming community and provide financial planning for many northern Michigan farmers.

Family Wealth Planning

Preserving what you have while planning for the next generation. We help our clients maintain and grow their wealth as well as find suitable strategies to pass that wealth on.

Retirement Strategies

Retirement today has little resemblance to the retirements of even a few years ago. We will help to create a retirement plan that takes into account your dreams and goals.

Your Financial Independence

We want to know you, and what sparks your inner peace; only then can we craft a financial strategy that matches your needs. 

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

The Community We Share

Serving the greater Grand Traverse area for over 20 years. We are invested in our community.