A complete list of active advisors currently associated with Graves Light Lenhart

Warmer can help you find a great advisor at Graves Light Lenhart or one who fits your needs even better.

Graves Light Lenhart provides financial planning, consulting, and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Its wealth management engagements combine discretionary and non‑discretionary portfolio management with comprehensive planning services that can include retirement, tax, trust and insurance considerations. The firm uses a top‑down strategic asset allocation framework with tactical adjustments and a core/satellite construction, typically using ETFs as the core and individual equities and fixed income as satellite positions tailored to client needs. GLL monitors accounts continuously, conducts formal internal reviews at least quarterly, and may employ margin, options and municipal bond strategies where appropriate to meet client objectives. GLL discloses that it provides written or electronic reports and market‑related communications to clients from time to time, a periodical/newsletter practice that is relatively uncommon among similar team firms. The firm also maintains a stated $2,500,000 account minimum (with discretionary exceptions) and manages over $1.23 billion in assets—mostly on a discretionary basis—reflecting a focus on larger, customized client relationships and retirement plan consulting engagements.

To learn more about the advisors currently working at Graves Light Lenhart, 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.