About Centennial Wealth Advisory, LLC
<p>Running financial wellness workshops and live retirement-planning events is a regular part of how Centennial Wealth Advisory, LLC works with clients across Northern Michigan. The firm is an SEC-registered investment adviser headquartered in Traverse City, with additional offices in Gaylord, Petoskey, McBain (Cadillac area), and Manistee—serving the broader Traverse City–Petoskey region and surrounding communities.</p> <p>Centennial Wealth Advisory uses a three-step retirement planning process: Discover, Evaluate, and Plan. Its work covers retirement income planning and wealth preservation, along with tax planning and estate planning. The firm also offers 3(21) fiduciary services for employer-sponsored retirement plans through its <a href="/plan-advisors">plan advisors</a> team.</p> <p>As of 2026, Centennial Wealth Advisory reports $0.2B in assets under management (AUM). It has been voted “Simply the Best” financial planning firm in Northern Michigan for four consecutive years.</p> <p>Investment advisory services are provided through Centennial Wealth Advisory, LLC as a Registered Investment Adviser, and insurance products and services are offered through individually licensed agents. A practical focus on education—via workshops and events—sets the firm apart from advisors that only meet one-on-one.</p> <ul> <li>SEC-registered investment adviser with offices across Northern Michigan</li> <li>3(21) fiduciary services for retirement plans</li> <li>Retirement income and wealth preservation planning</li> <li>Tax planning and estate planning</li> <li>Financial wellness workshops and live client events</li> </ul>
Website: https://cen-wealth.com/
Office Locations
- Traverse City, MI (Headquarters)
- Gaylord, MI
- McBain, MI
- Manistee, MI
- Petoskey, MI
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $175.3M