Eric has been my financial advisor for years. He is exceptional and very caring. I highly…read morerecommend him.

From the owner: Black Walnut Wealth Management works with individuals, families, and private foundations primarily…read morethroughout the Traverse City and Northern Michigan region. Our mission is to coordinate your entire financial picture so you can enjoy life. Financial planning and management can be complex – and we are here to simplify. Our services are tailored to each client's financial picture—these range from advising on large purchases to investment management and strategies for tax planning and savings.

Independent, honest, fee- based advisors. If it's…read morestraightforward advice you're seeking give John a call!!

Amy is the absolute best. Not only is she very knowledgeable and professional, she cares! My…read morehusband passed away suddenly and Amy was there to pick up the pieces. I have no idea where I would be without her. She held my hand through it all. Since my husband was a financial advisor himself, he always took care of everything. I didn't even know where to start and Amy went above and beyond to help me navigate my new world. She loves her job and it shows. I asked why she loves it and she said she loves helping people. She has a passion for the job and great compassion for her clients. She's not only my financial advisor, she will be a friend for life.

Totally ghosted . Emailed and called and left messages about moving our investments with no answer…read moreor call back. ​

Scott Geiger has been our advisor since my retirement in 2004. We are satisfied with our balanced…read moreconservative returns as specified by us in our planning. We had seen Scott do his best for clients during the severe downturn in 2008-2009. Scott is always up to date on his investment knowledge and using it to his client's best advantage. We are confident he will help us through the current crisis.