A complete list of active advisors currently associated with Grant Asset Management, LLC

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

Grant Asset Management, LLC provides tailored financial planning, discretionary investment management, insurance consultancy, and retirement-plan consulting to individuals, families, trusts, charitable organizations, and small businesses. The firm manages roughly $10.4 million on behalf of about 45 clients and offers both ongoing portfolio management and standalone planning engagements. The firm follows a goal‑based, behavioral finance approach with a focus on asset allocation and the use of passive Exchange Traded Funds, while applying modest tactical tilts driven by a top‑down macroeconomic outlook. Portfolios are typically managed on a discretionary basis, with mutual funds, individual securities, or tax‑sensitive positions used in certain situations such as asset transfers or specific client requests. A distinguishing feature is that GAM’s professionals are separately licensed to sell life and health insurance and may implement insurance recommendations for clients, receiving customary commissions for those transactions — a role that the firm discloses as a potential conflict of interest. The firm operates as a small, single‑adviser practice and the brochure also notes the adviser’s part‑time outside business activities (a bar/restaurant and a sporting‑goods business) performed outside market hours.

To learn more about the advisors currently working at Grant Asset 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.