A complete list of active advisors currently associated with Gridley Associates Inc

Warmer can help you find a great advisor at Gridley Associates Inc or one who fits your needs even better.

Gridley Associates provides comprehensive financial planning and discretionary investment management to individuals, their trusts and estates, and charitable foundations. The firm also offers standalone financial planning and consulting engagements on a fixed‑fee or hourly basis that can include retirement-plan analysis and employee stock option analysis. Portfolios are typically constructed from an asset allocation and investment policy statement developed within the client’s overall financial plan, and the firm emphasizes broadly diversified equities and fixed income selected for long‑term total return. Investment decisions are informed by fundamental and cyclical analysis, with an inclination toward long‑term holdings (bonds generally purchased with the expectation of holding to maturity) and consideration of tax and liquidity factors. The adviser manages roughly $85.9 million across a small number of client relationships, including charitable foundations and clients with retirement-plan and stock‑option needs—an orientation toward business-related plan work that is less common among independent peers. The firm recommends an institutional custodian for client accounts and discloses potential conflicts tied to custodian-provided services while serving as a fiduciary for retirement accounts.

To learn more about the advisors currently working at Gridley Associates 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.

Name	Location	Years of experience
Lewis Gridley	Sausalito, CA	23

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