Centennial Wealth Advisory, LLC

Centennial Wealth Advisory, LLC Centennial Wealth Advisory is a financial planning firm located in northern Michigan.

06/22/2026

We were honored to sponsor and participate in the Mid Michigan Honor Flight Inc. Golf Outing on Friday at The Grandview Golf Club. 🇺🇸 ⛳

Ray, Jon, Nick, and Dylan enjoyed a great day on the course while supporting an incredible mission: honoring the men and women who have served our country. Mid-Michigan Honor Flight provides veterans with the opportunity to visit our nation's memorials and be recognized for their service, sacrifice, and dedication.

A special thank you to our veterans for your service, sacrifice, and dedication to our country.



06/19/2026

We had an incredible time at our 2026 Client Appreciation Event at Turtle Creek Stadium cheering on the Traverse City Pit Spitters alongside our amazing clients, friends, and team members.

This year's event was made even more meaningful through our partnership with the Father Fred Foundation. Thanks to the generosity of our attendees, we were able to collect donations to support individuals and families in our community who need it most.

We are grateful for the opportunity to serve such an incredible community and look forward to making more memories together.

Today, we're celebrating the clients who make what we do possible!Our offices will be closed today, 6/18 for a special C...
06/18/2026

Today, we're celebrating the clients who make what we do possible!

Our offices will be closed today, 6/18 for a special Client Appreciation Event. We will be back open tomorrow during normal business hours. Thank you for your continued trust and support!

06/10/2026

Getting married? 💍

You’ve planned the big day, and now it’s time to think about how you’ll handle finances together.

Join us for a live webinar where we’ll walk through common considerations for couples, including how to approach joint finances, shared expenses, and financial planning decisions.

📅 June 24
🕛 12:00 PM ET
💻 Live on Zoom

Save your spot today!
https://cen-wealth.com/retiring-well-webinars

06/03/2026

Retiring together can bring exciting changes and new considerations. Nick Greenman, Financial Advisor, shares insights for couples as they prepare for this next chapter.

06/02/2026

Teamwork doesn't stop at the office!

Yesterday's Health Club gave us the opportunity to enjoy some beach volleyball, spend time together, and strengthen the relationships that help us serve our clients every day. We wrapped up the afternoon with a well-earned ice cream treat from the Dairy Lodge! 🍦

Investing in knowledge is one of the best ways to invest in our clients.Last week, Jon, Art, Ray, and Luke traveled to T...
06/01/2026

Investing in knowledge is one of the best ways to invest in our clients.

Last week, Jon, Art, Ray, and Luke traveled to Topeka, Kansas, for a conference with Advisors Excel where they gained valuable insights, industry updates, and advanced training to continue strengthening their expertise. They also had the opportunity to connect with peers from across the country and enjoy a Kansas City Royals game together.

Continuous learning helps us stay informed, grow as advisors, and better serve the individuals and families who trust us with their financial futures.

We’re honored to share that Jon Torbet has been named one of Northern Michigan’s Best Financial Advisors in the 2026 Red...
06/01/2026

We’re honored to share that Jon Torbet has been named one of Northern Michigan’s Best Financial Advisors in the 2026 Red Hot Best awards presented by MyNorth.com and Traverse Northern Michigan’s Magazine.

This recognition is especially meaningful because the votes came from clients and members of our Northern Michigan community. While the award highlights Jon’s dedication and leadership, it also reflects the incredible team at Centennial Wealth Advisory and the trust our clients place in us each day.

We are grateful for the opportunity to serve individuals and families throughout Northern Michigan and truly appreciate everyone who voted for and supported us.

Thank you for being part of our community!

Meet Levi Schultz, a Client Services Intern this summer at Centennial Wealth Advisory, and wish him a happy birthday tod...
05/30/2026

Meet Levi Schultz, a Client Services Intern this summer at Centennial Wealth Advisory, and wish him a happy birthday today!

“Hello my name is Levi Schultz, I am a senior majoring in Finance at Cornerstone University with a minor in Certified Financial Planning.

I am passionate about learning, building meaningful connections, and gaining hands on experience in the finance industry. Looking forward to what is ahead and grateful for this opportunity!”

We’re excited to have Levi on our team this summer.



Meet Skylee Ames, a Client Services Intern this summer at Centennial Wealth Advisory!“Hi! My name is Skylee Ames. I grew...
05/29/2026

Meet Skylee Ames, a Client Services Intern this summer at Centennial Wealth Advisory!

“Hi! My name is Skylee Ames. I grew up in Ga***rd, Michigan, and I am currently a junior at Central Michigan University studying Finance.

After graduation, I hope to return to Northern Michigan and become a Certified Financial Advisor. I am incredibly grateful for the opportunity to intern with Centennial Wealth and look forward to gaining valuable experience.”

We’re excited to have Skylee on our team this summer.

Address

701 Third Street
Traverse City, MI
49684

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

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