LVZ Financial Planning

LVZ Financial Planning is a finance institution located at 240 South River Avenue in Holland, Michigan, United States. We offer hyper-personalized expertise at the crossroads of life and finance, seamlessly integrating into your personal and professional matters. Our team of financial professionals specializes in tax and estate planning, cash flow management, insurance, investments, and retirement planning, crafting tailored solutions for each client.

Founded in 1960, we have grown from selling mutual funds to managing multi-million-dollar portfolios and creating bespoke financial strategies for our clients. With over a century of combined experience in the markets, our team approach to planning ensures active solutions, direct market access, and a dedicated team at your service as your boutique investment manager.

In addition to our Holland location, we also have offices in Okemos and Ann Arbor, available by appointment only. Securities are offered through Harbour Investments, Inc., while investment advisory services are provided by LVZ, Inc. We are a federally registered investment adviser serving clients in multiple states. Securities and insurance services are offered in various states across the country. Contact us today for a personalized financial planning experience.