Michael Lantz, CFP®
Wealth Advisor
He helps you WIN in your finances.
Here’s his background…
Michael believes great financial planning is about more than numbers. It's about building relationships, understanding what matters most to you and helping you make the most of what you’ve worked hard to build.
As a CERTIFIED FINANCIAL PLANNER™ professional, Michael has developed a passion for creating thoughtful financial plans and delivering an exceptional client experience.
He takes pride in helping families navigate important financial decisions with clarity and confidence. Whether it's building wealth, protecting wealth, or transferring wealth to the next generation, Michael believes the best financial strategies are built around each client's unique goals and priorities.
Outside of work, Michael enjoys spending time with his wife, hiking local trails, playing disc golf, cheering on the Colts and IU, and exploring creative technology projects.
Professional Affiliations:
CERTIFIED FINANCIAL PLANNER® (CFP®)
Education:
Ball State University - Bachelor of Science, Major in Finance

