A complete list of active advisors currently associated with GRP Retirement Planning

Warmer can help you find a great advisor at GRP Retirement Planning or one who fits your needs even better.

GRP Retirement Planning is an SEC‑registered investment adviser that manages roughly $155 million for individuals, high‑net‑worth clients, businesses, non‑profits and municipal entities, providing discretionary and non‑discretionary portfolio management, written investment strategies, financial planning, and access to third‑party sub‑advisors. Its services cover a range of investment products including cash, stocks, ETFs, mutual funds, bonds and annuities, along with consulting on risk assessment and estate planning. The firm tailors advice to each client’s objectives, time horizon and stated risk tolerance and uses a mix of approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases; GRP may engage unaffiliated sub‑advisors to manage all or a portion of client assets while retaining supervisory responsibility. Accounts are reviewed at least quarterly, clients receive regular custodian reporting, the firm recommends custodians with which it has relationships (Charles Schwab and Fidelity), and it highlights potential tax implications and the advisability of ongoing consultation with tax professionals. A distinguishing feature is GRP’s employer‑sponsored financial education program, through which corporate clients can make virtual seminars and one‑on‑one sessions available to employees and household members on topics ranging from retirement planning and employee benefits optimization to college savings, tax strategies, and estate planning—an offering that is uncommon among peer team firms. The brochure also discloses that the firm owner has an ownership interest in Gosline Retirement Planning (an insurance business) and that some representatives are licensed insurance agents, creating potential referral conflicts the firm describes and manages, and it notes that certain service providers used by the firm incorporate artificial intelligence components.

To learn more about the advisors currently working at GRP Retirement Planning, 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.