Richard S. White

Richard S. White
Business and Personal Wealth Advisor


Over the last twenty-five years, Rick White has been immersed in the world of financial planning and investment advisory services.

In 1998, Rick began his second career with Merrill Lynch and embarked on his journey as a financial advisor in Traverse City, Michigan.  In an effort serve his existing clients in the best possible manner, Rick ventured out on his own in 2004, thus becoming a truly independent financial advisor.  Now, as an independent LPL financial advisor, Rick seeks to serve his clients as part the team at Advanced Financial Group, Inc.  The foundation of Rick’s success is based on first taking care of his clients.  His passion is helping his clients pursue their financial goals by helping them protect and grow wealth.  The desire to do what is best for his clients motivates Rick every day as he studies and enhances his financial advising practice.

Rick and his wife, Ellen, have two grown children: Christina, who is graduate teaching assistant at Central Michigan University, and Cameron, a filmmaker who has produced two movies and several commercials.  Ellen and Rick embrace living in Northern Michigan by boating, snowmobiling, biking, hiking, camping, and competing annually in the M-22 Challenge.  Most recently, Rick has been active in serving his community through Freedom Builders Ministry and the Traverse City Optimist