A complete list of active advisors currently associated with Granada Wealth Management, LLC

Warmer can help you find a great advisor at Granada Wealth Management, LLC or one who fits your needs even better.

Granada Wealth Management is an independent, single-advisor SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, businesses and retirement plans. The firm provides discretionary investment management, comprehensive financial planning, and corporate retirement plan advisory services and commonly charges asset-based advisory fees. The firm’s investment approach emphasizes long-term portfolio construction, typically using exchange-traded funds alongside mutual funds, U.S. Treasuries and cash, with fundamental analysis guiding security selection; positions may be held long term but can be traded sooner for rebalancing, tax, or client cash needs. For retirement plans, Granada provides ERISA-focused consulting and fiduciary services including prior vendor analysis, investment policy statement design, ongoing investment oversight (ERISA 3(21)), fund recommendations and participant education. What distinguishes Granada from many solo independent advisers is the affiliation with an accounting/tax practice — the principal also offers tax preparation and accounting services through a related business — and the firm’s active pension-consulting practice. The brochure also notes the principal’s multiple professional credentials (CFA, CPA, CFP, EA) and that the firm manages roughly $171 million in discretionary assets for about 76 clients while maintaining these additional advisory and insurance-related activities as separate businesses.

To learn more about the advisors currently working at Granada Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brendan Willmann	Davidson, NC	26

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