Advanced Financial Group, Inc. was founded in January 2000 when John Ehardt, CPA, CFP ; James Olesnavage, CFP ; and Tod Taylor, ChFC, RICP who left a major captive Financial Planning Firm to pursue an Independent path with LPL Financial. The desire to join an Independent Broker-Dealer with no proprietary products, no investment banking was seen as the only right way to assist clients with true, unbiased independent products and support. Four other advisors, Randy Brothers, Rick White, Lou Wojtowicz and Larry Avery shared the vision and have joined the firm since that time. Advanced Financial Group, Inc. serves clients in the Midwest and certain states around the United States

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our company is based on the principle that education and understanding of ones current financial situation is vital to successfully make prudent decisions concerning ones future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (231) 922-8993.