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415 Munson Avenue, Suite 201, Traverse City, MI 49686

231-946-1722
rgarner@dgncpa.com
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Maintain DISCIPLINE

Practice PATIENCE

Have FAITH in the Future

Depth of Expertise, Breadth of Services and Personalized Attention

Depth of Expertise, Breadth of Services and Personalized Attention

DGN Wealthcare Advisors, LLC has been serving the financial needs of individuals, families, businesses and institutions since 2001. Bound by rigorous standards, our financial advisors are CERTIFIED FINANCIAL PROFESSIONALSTM, providing comprehensive, goal-based financial planning.

DGN Wealthcare is strategically aligned with Dennis, Gartland and Niergarth, Northern Michigan's largest, full-service, locally owned, public accounting firm to provide a fully integrated, tax-managed program.

Comprehensive Financial Plans

An all-inclusive financial plan necessarily includes tax offsetting transactions, strategic models/allocations and/or tax-deferred investments. 

Estate/Legacy Planning

Leaving an inheritance, planning for future care of a loved one or establishing an endowment for  charitable giving requires planning for more than one generation.

Planning for Retirement

Preparing for retirement means anticipating future expenses, determining how to accrue the funds to cover the costs and how to unwind the investments when the time comes.

Company Retirement Plans

Help attract and retain  employees by providing a company sponsored retirement plan.  Advisor directed 401(k) and Simple IRA options available.

DGN Culture

DGN Culture

Company culture plays a role in not only our success but in the success of our clients.  The talents, strengths and expertise each individual brings to the team directly impacts not only plan design but also the ongoing maintenance, monitoring and mentoring to achieve your goals.

Every member of the DGN team is accessible to you.  We work to build relationships that allow us to offer the best solutions, working in tandem to adjust your plan as needed.

Learn more about the philosophy and team that sets DGN apart from the competition.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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