A complete list of active advisors currently associated with Grand Arbor Advisors
Warmer can help you find a great advisor at Grand Arbor Advisors or one who fits your needs even better.
The firm provides financial planning and investment management primarily to individuals (including high‑net‑worth families), trusts and estates, corporations, and a small number of charitable organizations. Services include written financial plans and ongoing portfolio management that address tax, insurance, retirement, and estate planning needs. The advisor employs fundamental analysis and a mix of long‑ and short‑term equity strategies, including occasional option writing, across a broad investment universe (individual equities, bonds, annuities, REITs, preferreds, limited partnerships, ETFs, mutual funds and other instruments). Accounts are managed on both discretionary and non‑discretionary bases, with managed accounts reviewed monthly and custody provided through an independent institutional custodian. What distinguishes this solo advisory practice from many peers is the combination of licensed insurance activity and advisory services: the principal is a licensed insurance producer who sells insurance products for commissions and discloses that additional compensation as a potential conflict of interest. The firm also conducts educational seminars/workshops and serves charitable organization clients—each of which is less common among independent, single‑advisor firms.
To learn more about the advisors currently working at Grand Arbor Advisors, 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 |
|---|---|---|
Richland Hills, TX
| 18
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")