About Us

Traverse Financial Solutions partners with clients to provide unparalleled financial planning throughout all stages of life. We are committed to developing a holistic investment strategy that gets to the heart of each client, their unique situation, and their goals. We help clients create their financial roadmap, which allows them to rest assured that their journey is guided by a holistic financial planning process. Traverse now manages more than $245 million in assets. 

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Our Mission

We are committed to demonstrating the highest standards of integrity and professionalism by:

  • Analyzing and fully understanding your financial situation
  • Applying our insights and knowledge to deliver sound strategies
  • Using valuable information, services, and strategies to help you achieve your goals
  • Building a long-term relationship and continually monitoring and adjusting to a changing world
  • Disclosing all expenses, fees, and charges in advance. No surprises!

Overview of the Firm

advisor and clients shake handsTraverse Financial Solutions partners with clients to develop customized wealth management programs that meet long-term goals. We are part of Cetera Advisor Networks, which is an independent broker-dealer made up of 2,700 financial advisors. This affiliation enables us to leverage the leadership, infrastructure, resources, and support of one of the largest independently managed securities firms in the country, while offering personalized service and solutions for individuals and businesses throughout the United States.

We have earned the trust and confidence of a diverse and growing customer base by developing and applying unparalleled industry expertise and standards of customer care. By unfailingly adhering to those high standards, we have achieved consistently strong results over more than two decades.