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231.421.7711

Black Walnut Wealth Management

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Our Story

The Black Walnut Story

Black Walnut Wealth Management gets its name from my late grandfather. He was a successful businessman who
owned many lumber companies here in Michigan back in the '40s and '50s. Of all the woods that exist, Black Walnut was
always his favorite. It’s hard, heavy, and resilient. It seemed fitting to choose a name synonymous with him and the
services I planned to offer when I launched my own business.

Black Walnut represents qualities of the financial services that clients should expect from my firm and me—financial
services that are rooted in hard facts and sound reasoning, that account for the heavy-weight financial decisions carry
over a lifetime, and resilient against market fluctuations and life transitions alike.

Meet Eric Braund,
Our Founder and CFO

The idea for Black Walnut was first planted when I was young. For as long as I can remember, I’ve wanted to run my own business.

You could say that my love of the financial industry began when I was around the age of 14 when I took almost all of the money I'd earned that summer (around $1,100) and invested it into a single stock that went from $1 a share to $60 a share relatively quickly.

However, I didn’t sell my first investment at that $60 price. I became attached to the stock and didn’t want to pay any taxes on the gains. Inevitably, the stock price dropped. While I still came out ahead by selling portions along the way, the lessons learned ignited the curiosity and passion for finance that ultimately resulted in Black Walnut Wealth Management.

Our Mission

We want you to enjoy life more and worry less

Financial planning and management can be complex. We're here to simplify your life. We are focused
on you and your wealth. We provide independent, objective, and unbiased financial counsel.

View Our Services

How We Help You

Extensive Experience

We’re seasoned experts offering more than just investment management — we deliver a fully coordinated approach to tax, legal, and estate challenges.

Trusted Advice

We provide you with sound, strategic advice to help you avoid financial mistakes and achieve your long-term goals.

Peace of Mind

We handle every detail of your financial picture—today and tomorrow—so you can relax and enjoy life.

Black Walnut Wealth Management Partners

Let’s Get to Know Each Other

Learn how to effectively organize and navigate your
finances with an experienced team committed to you

Schedule a 15-minute call

Black Walnut Wealth Management: Site Footer Logo

Get in touch with us
13919 S W Bay Shore Drive,
Suite 104
Traverse City, MI 49684
Call us: 231.421.7711
Fax: 231.421.7760
Info@BlackWalnutWM.com

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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.  For additional information click here.

Important disclosures

Black Walnut Wealth Management  is a fee-only firm that provides fiduciary investment services.  We are a  financial planning, financial services, and financial advisory firm that proudly serves Traverse City and the Northern Michigan area near you including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette and Iron Mountain.

The CERTIFIED FINANCIAL PLANNER™, CFP®are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Eric Braund is an Investment Advisor Representative with Dynamic Wealth Advisors dba Black Walnut Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/firm/summary/151367 by searching under crd #151367.

Black Walnut Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Black Walnut Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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