Centennial Wealth Advisory, LLC

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

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.

05/28/2026

Learn about beneficiaries with Ray Jager, Financial Advisor at Centennial Wealth Advisory.

In this reel, Ray discusses beneficiary designations and why they are an important part of financial and estate planning conversations.

05/27/2026

Last chance to register! ⏰

Join Centennial Wealth Advisory TODAY at Noon EST for our free Zoom webinar:
Equity Compensation 101: RSUs, Stock Options, and What to Do Next.

Hosted by Joe Carpenter, CFP®, this session will cover:
• RSUs vs. stock options
• Tax considerations
• Selling vs. holding shares
• Concentration risk
• Incorporating equity compensation into your long-term financial plan

📅 Today
🕛 12:00 PM EST
💻 Via Zoom

Register now:
https://us06web.zoom.us/webinar/register/WN_5mmiLen6Q9i6zPiqQpR05Q

Happy Work Anniversary, Ashley! 🎉Today we’re celebrating Ashley Smith and 7 amazing years with Centennial Wealth Advisor...
05/20/2026

Happy Work Anniversary, Ashley! 🎉

Today we’re celebrating Ashley Smith and 7 amazing years with Centennial Wealth Advisory!

Over the past seven years, Ashley has grown within the firm and now serves as a Financial Advisor, helping clients navigate their financial futures with thoughtful guidance and care. Her dedication to our clients and team has made a meaningful impact, and we are so grateful for everything she brings to Centennial Wealth Advisory each day.

Congratulations on 7 wonderful years, Ashley! 🎉

In observance of Memorial Day, our offices will be closed on Monday, May 25th and will reopen on Tuesday, May 26th.This ...
05/19/2026

In observance of Memorial Day, our offices will be closed on Monday, May 25th and will reopen on Tuesday, May 26th.

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice while serving our country. We are grateful for their courage and service.

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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