A complete list of active advisors currently associated with Granite Financial Advisors, Inc.

Warmer can help you find a great advisor at Granite Financial Advisors, Inc. or one who fits your needs even better.

The firm provides wealth management and comprehensive financial planning to individuals, trusts, corporations, and estates, covering retirement planning, college savings, debt management, and related consultations. It also offers discretionary investment management through three tiers of plans (maintenance, simple, and comprehensive) and currently manages about $1.83 million for eleven clients, with no stated asset minimum for new clients. The firm’s investment process uses quantitative analysis and emphasizes cost control while offering dividend‑focused strategies, including the Morningstar Dividend Select Portfolio with quarterly dividend reinvestment, as well as approaches described as DOW strategies and value averaging. Accounts are custodied at Interactive Brokers, advisory fees are assessed as a percentage of assets (calculated daily), and clients receive annual reviews and regular custodial statements. Distinctive operational features include that the firm’s principals work full‑time as school teachers during the academic year and provide advisory services outside school hours and in the summer, which can affect scheduling and availability. The firm also does not exercise proxy voting on client securities (reserving voting to clients) and operates with a notably small client base and total AUM relative to many peers.

To learn more about the advisors currently working at Granite Financial Advisors, Inc., 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.