A complete list of active advisors currently associated with Grantham Poole Advisors, LLC

Warmer can help you find a great advisor at Grantham Poole Advisors, LLC or one who fits your needs even better.

Grantham Poole Advisors, LLC provides financial planning, investment advisory, and portfolio management services to individuals, high‑net‑worth individuals, trusts, corporations, and charitable organizations. The firm’s two‑advisor team oversees roughly $89.6 million in client assets across about 36 client relationships and offers both discretionary management and non‑discretionary consulting alongside comprehensive financial plans. The firm tailors advice to each client’s goals and circumstances, gathering brokerage statements and tax returns to produce customized retirement and financial plans. For implementation it typically favors mutual funds and ETFs and frequently recommends third‑party money managers for discretionary asset management while monitoring their performance and continuing to provide planning and advisory oversight. A distinctive feature is the firm’s ownership and close affiliation with GranthamPoole, PLLC, a public accounting firm, and several principals hold CPA and CFP credentials; the brochure discloses the firm may recommend the affiliated accounting practice and describes the resulting conflict of interest. The firm also notes that its associated persons are licensed insurance agents and that it receives a portion of third‑party manager fees, disclosures the brochure highlights as potential conflicts for clients to consider.

To learn more about the advisors currently working at Grantham Poole Advisors, 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.

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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