Kort Advisor Group is an independent financial services firm based in Holland, Michigan, helping individuals and families coordinate the many parts of their financial lives. Its approach brings together experienced specialists and, where appropriate, a network of dedicated advisors to address evolving wealth, family, and financial goals. The firm aims to simplify complex planning and provide clients with clarity, solutions, and ongoing service.

Its process includes the PLAN Success Cycle—Prepare, Learn, Align, and Navigate—and Wealth CheckPoints covering investment, retirement, tax, legacy, and risk management planning. For investment portfolios, the Quadrant Plan organizes allocations around yield, protection, balance, and growth, while the Portfolio Pillars describe the firm’s investment management principles, including diversification, rebalancing, and monitoring. Kort Advisor Group also offers income planning and portfolio analysis, with complimentary requests available, as well as monthly market commentary.

Investment advisory and financial planning services are offered through Advisory Alpha, LLC, a registered investment adviser. Insurance, consulting, and education services are offered through Kort Advisor Group, a separate and unaffiliated entity.