# Centennial Wealth Advisory, LLC
Source: https://planprovider.pro/provider/centennial-wealth-advisory-llc

> Running financial wellness workshops and live retirement-planning events is a regular part of how Centennial Wealth Advisory, LLC works with clients across N…

Retirement Plan Advisor

Traverse City, MI

## 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/](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

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