Eastown Financial Advisors, LLC

Daniel Vandenberg is a financial advisor with Eastown Financial Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Eastown Financial Advisors since 2019 and previously spent nine years with Money Concepts Advisory Service and Money Concepts Capital Corp. Outside of advisory work, he is involved with Eastown Financial Services, Inc., where he provides tax preparation, payroll, and accounting services in addition to securities trading. Eastown Financial Advisors, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm customizes strategies based on client goals and risk tolerance and employs a range of investment vehicles, often leveraging the Charles Schwab institutional platform.

Peter Bos is a financial advisor at Eastown Financial Advisors, LLC with a Series 65 credential and one year of industry experience. He has worked in tax preparation and accounting as an associate at Eastown Financial Services, Inc. since 2020. Prior to his current role, Bos held various positions including at Calvin University and Katerberg Verhage. Eastown Financial Advisors, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a modern portfolio theory approach tailored to clients’ goals and risk tolerance. The firm utilizes a range of investment vehicles and frequently employs model allocations through the Charles Schwab institutional platform.

Andrew Bos is a CFP® professional with 26 years of industry experience. He is currently with Eastown Financial Advisors, LLC, where he has worked since 2019, and previously worked at Money Concepts Advisory Service for nine years. Bos is also president of Eastown Financial Services, Inc., an accounting, tax preparation, and insurance firm. Eastown Financial Advisors, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a long-term investment approach grounded in modern portfolio theory. The firm employs diversified portfolios constructed from mutual funds, ETFs, equities, REITs, fixed income, and insurance products, often utilizing model allocations through the Charles Schwab institutional platform.