A complete list of active advisors currently associated with Grantvest Financial Group LLC

Warmer can help you find a great advisor at Grantvest Financial Group LLC or one who fits your needs even better.

GRANTvest Financial Group provides wealth management, discretionary portfolio management, and financial planning to individuals (including high-net-worth clients), trusts, estates, and small businesses. As of December 31, 2025 the firm managed approximately $230 million in client assets and serves roughly 620 client relationships. The firm typically builds diversified, ETF‑focused portfolios tailored to each client’s goals and risk tolerance, using a combination of fundamental and technical analysis and periodic rebalancing. It also offers held-away account management for retirement and education accounts, implementing allocations and rebalances through a third‑party order‑management platform (Pontera) while custodying most assets with a national custodian. GRANTvest’s brochure discloses that certain supervised persons are registered representatives of a broker‑dealer and are licensed insurance agents, permitting commissionable securities and insurance sales and creating disclosed conflicts of interest. The firm has additionally engaged an unaffiliated sub‑advisor (SyntheticFI) to offer a securities‑based lending program and relies on third‑party platforms for implementation of some held‑away strategies; it also does not vote client proxies.

To learn more about the advisors currently working at Grantvest Financial Group 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.