John A. Ehardt, CPA, CFP®

John A. Ehardt, CPA, CFP®
Business and Personal Wealth Advisor


John began his career in 1986 as a CPA (certified public accountant) with the Detroit office of Arthur Andersen & Co after graduating with an accounting degree from Western Michigan University. In 1991, he decided that being a financial advisor was his calling and made a change to IDS/American Express and became a CFP® (CERTIFIED FINANCIAL PLANNERTM) soon afterward. In January of 2000, John and two of his partners left American Express and joined LPL Financial in order to be more “independent” in their offering of investments products and strategies to clients. Their new company, Advanced Financial Group, Inc., was formed then and continues today with seven partners and five full-time staff. John is president of the company and currently works with over 250 clients located in many states, but most of them residing in Michigan. John’s tax background is very helpful in positioning a client’s portfolio to minimize taxes both now and in the future. He works with clients from all walks of life and ages, but with a focus on clients that are age 45 and up and very focused on achieving a successful retirement.

John lives on Spider Lake just outside of Traverse City, MI with his wife Robin, two young daughters Nicole & Danielle (Dee), and dog Lexi. John is involved with a number of things including being the current President of the School Advisory Board for GTACS (Grand Traverse Area Catholic Schools) as well as chairman of their technology committee and serving on their finance committee. John is a past board member of TAGS (Traverse Area Girls Softball), and recent retiree as a 15-year volunteer for East Bay Township as both an EMT and firefighter. John’s personal hobbies include cross-country & downhill skiing, snowshoeing, snowmobiling, mountain and road bicycling, inland lake and big lake boating, and riding his 2003 Harley Davidson Heritage Springer.