Mr. Mark Goetz, CFP®, EA, ChFC, CLU

A Narrow Road, LLC

Contact Details

A Narrow Road, LLC
1570 Secor Farms Trail
Traverse City, MI 49685
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Primary: (231) 620-3242
Mobile: (231) 620-3242


After 11 years in the U.S. Air Force, I began my financial planning career in 1993 at American Express. In early 1998 I was part of a group that started a new regional firm in Michigan. In 2004 that firm asked me to join their tax-planning division to coordinate the efforts of advisors and accountants who were working with high end clients.

I live with my wife (Ann) in Grand Traverse County in the northwestern part of Michigan's lower peninsula.

Professional Credentials/Designations

  • CFP®
  • ChFC
  • CLU
  • EA

Serving Clients Living In

  • CO
  • IL
  • MI
  • NV
  • WI

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes