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

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

Grand Wealth Management, LLC advises individuals and families — including business owners, professionals, executives and retirees — as well as institutional clients such as foundations, endowments, corporations and employer‑sponsored retirement plans. The firm provides discretionary wealth and portfolio management, retirement plan advisory, institutional investment management, and standalone financial planning and consulting on a fee‑only, fiduciary basis. The firm follows a systematic wealth‑management process grounded in Modern Portfolio Theory and efficient‑market principles, constructing globally diversified portfolios primarily from low‑cost mutual funds and ETFs and documenting recommendations in a written wealth management plan with periodic rebalancing. Grand Wealth commonly recommends and oversees independent or third‑party managers when appropriate, and may offer access to externally managed alternative investments to qualified wealth clients after additional due diligence and client approval. Compared with many peers, Grand Wealth is employee‑owned and operates with a relatively small client base served by a six‑advisor team managing about $597.8 million for 147 clients, which can result in a higher advisor‑to‑client bandwidth. The firm also maintains institutional relationships — notably substantial use of Dimensional Fund Advisors’ funds and resources and an institutional platform relationship with Fidelity — and its operational practices include acceptance of custodial fee deductions and access to held‑away account credentials that trigger an annual surprise custody examination.

To learn more about the advisors currently working at Grand 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.