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Pursue Your Ideal Future With a Traverse City Financial Adviser

You’ve worked hard for the future you want most. With personalized wealth management services, our Traverse City retirement planning advisers help you live it. 

Who we are

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.


$3.7 Billion



Assets Under
(as of 03/31/2023)


why choose us

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.

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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.

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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.

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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.

Awards and Recognition

Learn more about our awards and media mentions here.

Start your journey

Get Started with a Traverse City Financial Adviser in 3 Easy Steps

We can help build your ideal financial life together

Frequently asked questions

Partnering with a Traverse City Financial Adviser from Advance Capital Management

You’ve got questions, we’ve got answers. Keep in mind: It costs you nothing to sit down and have an initial conversation.

Can’t I do my planning and investing myself?

What is your fee?

Will you work with my other financial professionals?

What information do I need to provide to get started?

Do you serve clients who live outside of Traverse City?

Let’s talk

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.

Visit Our Office

800 S Garfield Ave, Suite E, Traverse City, MI 49686