About Us

Since 1985 our team has been developing and implementing investment strategies.

The New Standard in Financial Planning & Wealth Management

Grandin Financial is a registered investment advisor offering a unique approach to investing for high net worth individuals, their families and businesses.

Our mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as they navigate their financial life ahead.
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Guglielmo Grandin
Grandin Financial Featured On

Our History

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1982

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1985

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1987

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1990

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1994

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1999

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2007

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2014

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2021

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Why Choose Grandin Financial Wealth & Planning Experts?

Understanding that trust, integrity, and confidentiality are essential in providing clear counsel to people, Grandin Financial has worked diligently to create and maintain excellent client service for its clients.

Independent & Objective

Grandin Financial is independent and objective. Good ideas are actively explored from all sources because we adhere to an open architecture approach and interface with multiple custodians and vendors.

Investment Philosophy

We believe that asset allocation is a key element in determining overall portfolio returns and must accurately reflect our client’s individual goals. Time is spent understanding our clients’ dreams, goals and priorities before constructing an investment plan.

Fiduciary Standard of Care

As an independent Registered Investment Advisor (RIA), Grandin is a fiduciary and has a fiduciary duty to act in the best interest of our clients and to disclose any possible conflicts of interest. Ethically, legally and philosophically, our interests are aligned with our clients.

Education & Expertise

Our firm has extensive experience working with high net worth individuals, families, trusts and associated interests. Most of our professionals have attained either the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP®) designation.