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.