A complete list of active advisors currently associated with Groom Financial Advisory

Warmer can help you find a great advisor at Groom Financial Advisory or one who fits your needs even better.

Groom Financial Advisory provides personalized, fee‑only financial planning and investment management to individuals, families, small businesses, trusts and other organizations. The firm offers standalone hourly financial planning engagements as well as ongoing discretionary portfolio management implemented primarily with no‑load mutual funds, exchange‑traded funds and individual securities held at discount custodians. The adviser emphasizes a long‑term, fundamental buy‑and‑hold investment philosophy that prioritizes asset allocation and global diversification, and formalizes client goals and constraints in a written Investment Policy Statement. Investment management accounts receive continuous monitoring with semi‑annual reviews, and clients receive custodial account statements while the firm also administers proxy voting on client securities. Distinctive features include managing roughly $97.5 million across a relatively small client base while operating with a small staff across three offices and handling the large majority of assets on a discretionary basis. The firm is strictly fee‑only (accepting no commissions), maintains an information security program and formal business continuity/succession arrangements with another advisory firm, and requires its advisors to meet CFP certification standards.

To learn more about the advisors currently working at Groom Financial Advisory, 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.