Colin Overweg, CFP® Advize Wealth Management

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About Colin Overweg, CFP®

My passion is to help people live their greatest life by crafting and executing goal-based financial strategies!

After working for a couple large broker-dealers, it didn’t take long for me to realize I wasn’t going to fit in. So I built AWM differently.

I created AWM as an open platform that will allow me to serve clients to the best of my ability as a true fiduciary.

Fiduciary: Yes
Fee-only: Yes
Independent: Yes
Products: None
Account minimum: None
Size: Boutique by design
Technology: Industry leading
Location: Virtual or in-person in Michigan

On a personal note, I’m from the small town, Zeeland, located in West Michigan. In my spare time, I enjoy going to the beach, golfing and practicing flips on the wakeboard.
I’m currently a committee member of the NexGen Financial Planning Association that encourages young advisors to share best practices, continue education and promote the financial planning profession.

For more information visit my website and please feel free to reach out with any questions!

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Ideal Clients

  • Cash Flow/Budgeting
  • Couples
  • Gen Y/Millennials
  • Offers Free Assistance to Furloughed Government Workers
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Comprehensive planning: $0 – $150/mth
    Depending on the amount of assets under management.
  • One-time project: $150 – $250/hr
    Depending on complexity and scope of engagement.

SEC Records

States Registered

  • Michigan

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