As a Personal Financial Representative in Grand Rapids, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Grand Rapids office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From saving for your child's education to your retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

As a Personal Financial Representative in Grand Rapids, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Grand Rapids office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From saving for your child's education to your retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

L2 Advisors specializes in financial planning for families and small business owners. Our approach utilizes a mix of high-tech and personalized service. With access to your Personal Financial Website, you will be able to access all the information about your financial life in one place. When making recommendations to clients, L2 Advisors will get advice substantiated by one of the CPAs or attorneys in our nationwide network when needed. This network approach ensures we can choose the right professional for advice on each client's plans.

Our branch offices are temporarily closed to all pedestrian traffic. Please call if you need to reach one of our planners. The Edelman Financial Engines Advisor Center in Grand Rapids serves Western Michigan, including the areas of Grand Rapids, Muskegon and Kalamazoo. Visit with an investment advisor to discuss your 401(k) rollover, saving for a child's education or preparing a personalized retirement strategy.

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Helping clients navigate the risks and opportunities involved with investing by providing sound financial planning, quality investment management and proactive communication

Working together, I will help you grow your wealth, meet your goals and pursue your passions

Our mission is to provide our clients with a financial advisor team that has a reputation for integrity, loyalty and high quality service.

We provide experienced wealth planning services for your life and legacy goals. We are uniquely focused on you and your family, addressing multi-generational needs and aspirations.

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Experienced wealth planning services for your life and legacy goals

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Working with you to help preserve and grow wealth for your long-term goals

Helping clients like you achieve all of your retirement and investing goals

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Helping clients with their personalized investment and financial
strategies

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our mission is to bring truth and transparency to a complicated retirement plan business. We believe our commitment to providing unbiased and objective advice ultimately leads to better results for our institutional clients and their employees over time.

Experience, intellectual capital and dedicated personal service to help you meet your life goals