Your Traverse City Partner in Every Financial Milestone
As a nationally recognized RIA and independent fee-only Traverse City financial adviser, we prioritize your best interests at all times. From taxes to investments, we provide personalized strategies for every stage of your financial journey. Experience our commitment to your success as your one-stop shop for retirement planning in Traverse City.
6,800+ |
$3.7 Billion |
1986 |
|
Client |
Assets Under |
Year |
What You Get by Partnering with Advance Capital Management
Personalized wealth management is about more than just planning and strategy – it’s about choosing the right financial partner. To create the financial life you want most, you need a lifelong partnership dedicated to working toward your goals.
Your Own Dedicated Adviser
With us, you will partner with only one financial adviser. That’s someone who understands your needs, who keeps you informed and who works side-by-side with you every step toward your goals.
You’re In Control
As a client, you can feel empowered to work with us on your terms. That includes choosing whether to meet with your dedicated Traverse City financial adviser in-person or remotely and how often you wish to communicate.
You Only Pay Us When You Invest with Us
We are fervent believers that everyone deserves top-notch financial advice. As a valued client, we will partner with you, sometimes even for years, without imposing a fee until you’re ready to invest with us.
Your Portfolio Is Managed by an In-House Investment Team
Our in-house investment team follows an evidence-based investing approach to design a portfolio to pursue your specific needs and goals, with the flexibility to actively make any necessary adjustments.
Get Started with a Traverse City Financial Adviser in 3 Easy Steps
We can help build your ideal financial life together
Get a free financial consultation
Tell us what you dream about and what keeps you up at night – your needs, biggest goals, loved ones, greatest fears. Our Traverse City financial advisers are here to listen!
Put your financial plan into action
Based on your information, an adviser from our Traverse City team will deliver a comprehensive financial plan for your goals and then work with you to put it into action.
Pursue your ideal
financial life
Spend time doing what you love with the people you love. And if your life changes, your Traverse City retirement planning specialist will help you adjust your plan so you can keep moving forward with confidence.
Start Building Your Ideal Financial Life
Advance Capital Management helps people like you work toward financial independence by providing personalized financial and investment services. You know where you want to go. Contact us for a free financial plan to help you get there.
