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Michael Green

Advisor at CW Advisors, LLC

Updated today
CW Advisors, LLC logo

Firm

CW Advisors, LLC

Location

Granger, IN

Credentials

CFP®

Industry experience

13 years

About

Michael Green is a CFP® professional with 13 years of experience in financial advising. He is currently with CW Advisors, LLC and previously worked at Pinnacle Advisory Group, Inc. from 2012 to 2021. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and registered investment advisers. The firm employs a core-and-satellite investment framework incorporating active, passive, quantitative, and environmentally conscious strategies, and provides wealth management, retirement plan advisory, family office, and financial planning services.

Client services

Based on CW Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on CW Advisors, LLC

ESG / Sustainable investing Private / alternative investments Concentrated stock management

Occupation focus

Based on CW Advisors, LLC

Founder/Business Owner Retired Financial Professional

Demographic focus

Based on CW Advisors, LLC

Established Professionals

Fee options

Fixed

Financial planning fees up to $25,000 for project-based engagements.

Other

Account minimum: $1,000,000 Minimum fee: Fixed annual rate up to $250,000 for family office services, payable quarterly.

Location

Granger, IN

Most active in

Indiana

Work history

Congress Wealth Management LLC

2021 - Present (5 years)

Pinnacle Advisory Group, Inc.

2012 - 2021 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Henry S

CFA®, Series 65

Granger, IN

Devotion Capital Management

Active portfolio management Concentrated stock management Income planning
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Rakesh M

CFP®, Series 63, Series 65

South Bend, IN

Mehta Money, LLC

Annuities

Brennan V

CFP®

Elkhart, IN

Vitality Wealth Planning

I'm Brennan Vitali, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER professional. My family splits time between the U.S. and Costa Rica, and I built this firm specifically for families making that same transition. Most financial advisors have never handled a client leaving the country. I have. I know what it feels like to sit with the tax unknowns, the healthcare gap, the "are we making a huge mistake" feeling. That firsthand experience is why I focus exclusively on cross-border financial planning for Americans relocating to Costa Rica. My work covers the full picture: cross-border tax strategy, investment management across two countries, healthcare planning for the gap before CAJA eligibility, estate planning that works in both jurisdictions, and the sequencing of accounts and assets before, during, and after the move. As a fee-only fiduciary, I don't sell products. I charge for planning and advice. Whether you're in the early research phase or you've already booked the flight, I help you make confident financial decisions so you can focus on the life you're building abroad.

Cross-border / expatriate tax planning Gen X (Born 1965-1980) Expats
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Aaron C

CFP®, Series 63, Series 65

Elkhart, IN

Relevant Financial Advisors LLC

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive Mid-Career Professionals

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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William V

Series 66

Granger, IN

Integrity Wealth Advisors

Wealth management College savings (529s, UTMA, etc.) Annuities
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