Broker Check
Charles Goetz

Charles Goetz

Director of Investment Strategies

Charles Goetz grew up in Grand Blanc, MI and worked for his family's automotive supplier business during high school.  Having multiple siblings and both parents heavily involved in the business, Charlie was exposed at an early age to how family and business can be one and the same.

Charlie graduated from Kalamazoo College in 2007 with a degree in Economics and Political Science.  He was also a 4 year member of the Men's Varsity Basketball team.  After graduating in 2007, he returned home to begin his career with the family business.  The recession of 2008 forced the business to close and he began his career as a financial strategist in the Fall of 2008.

Charlie has a very long history of working with the owners of privately held businesses and physicians.  Having witnessed what can happen during the lifespan of a business, creating a financial strategy that can be easily understood and executed is what Charlie believes most business owners are missing.

Outside of his professional career, Charlie is married to Nicole and they have a wonderful daughter, Charlotte.  Charlie also enjoys keeping a competitive nature by competing in both Triathlons and CrossFit.  He is currently training for his first Ironman.  

Practice Focus: Working with privately held businesses on growth strategies and buy out agreements; Fiduciary* fee base financial planning; Comprehensive financial evaluation/reporting for both individuals and businesses; Premium Financed Life Insurance purchases.

*Representatives only act in a limited fiduciary capacity when offering certain advisory services.  Any other products or services do not fall under the umbrella of the fiduciary rule.  Please refer to the ADV part II for specific information.  Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.