LET'S PLAN A GRANDVIEW FOR YOUR FINANCIAL FUTURE
Whether you are just starting out or already retired, we're here to help you work toward your financial goals.
PURSUE YOUR FINANCIAL FREEDOM
We can help you bridge the gap between where you are and where you want to be.
WE ALWAYS PUT YOU FIRST
At GrandView, our clients are our focus. Helping our clients pursue their financial goals is what gets us out of bed in the morning.
Owner/LPL Financial Advisor
Grandview was founded because of my passion for helping individuals & businesses with their financial goals. I believe in educating my clients about financial concepts to help take the mystery out of investing and insurance.
We'll work closely with you to develop a flexible strategy created to adjust to your goals. We have only one focus: YOU. We'll work with you to provide personalized support every step of the way.
2021, 2022, and 2023 Five Star Wealth Manager Award Winner
The Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021-2023 Five Star Wealth Managers.
Conviction. Honesty. Integrity. We believe values matter, and we aim to live by ours every day.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
It May Be Time for a Financial Checkup
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor.