A complete list of active advisors currently associated with Grossman Financial Management

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

Grossman Financial Management provides investment management and consulting primarily for pooled vehicles and institutional-type clients, offering investment supervisory services, financial planning, and related consultations. The firm reported no assets under management as of December 31, 2024. The firm combines fundamental and technical analysis and may implement long- and short-term positions and option-writing strategies, monitoring client situations at least monthly with quarterly reviews and annual meetings; services are provided on a non-discretionary basis. Advisory work is typically tailored to clients’ needs and delivered through consultations and written plans, with an initial fact‑finding meeting offered at no charge. Departing from what many institutional-focused managers do, the firm also accepts fixed-fee and hourly engagements for consulting and planning, an arrangement noted in its brochure as less common among peers. The firm is small and affiliated with another registered investment adviser, with its principal dedicating a material portion of time to that affiliation—an operational feature the brochure highlights.

To learn more about the advisors currently working at Grossman Financial Management, 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
Lawrence Grossman	Benicia, CA	28

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