Financial Advisors in Traverse City, Michigan (Grand Traverse County)

Erik Falconer, CFA, CFP
Falconer Group is an independent, Fee-Only investment and financial advisory firm that works with clients who want to be intentional with their wealth. We believe that money itself should not be seen as a goal, but rather a resource toward the achievement of goals. Your personal wealth plan should care for your resources, as well as yourself, family and community.At Falconer, we work exclusively for your and our other clients. Not for a brokerage house, not for an insurance company, not for a mutual fund, and not for a bank. We can be objective while proactively advocating for you.Falconer offers independent analysis and customized investment strategies to guide you through today's complexities toward tomorrow's opportunities. We do not place you in cookie-cutter portfolios. You are unique. So are your investment goals and preferences.... See More

Mark Goetz, CFP, ChFC, CLU, EA, MS
We work with successful people to Simplify their Lives and add Peace of Mind to their financial situation. Our ultimate goal is helping people live happier more fulfilled lives. We do this through an ongoing fee-only relationship where our clients hire and pay us on an annual basis to advise and implement comprehensive planning solutions. We tend to specialize in two areas with regard to comprehensive planning, the first is small business owners whom are approaching retirment and the second is recent or upcoming retirees. Our 401k pension consulting business is an area in which we take great pride. We work real hard at educating the marketplace about the current problems within the 401k marketplace and how to solve them. We have also limited the overall number of clients based on our ability to provide the services we believe are critical for success.... See More