Our Services

We'd love to meet you and perfect your financial planning and wealth management solutions.

Financial and Wealth Management services with a purpose

Grandin Financial offers fee-only financial planning services, tax strategies and wealth management services.

It’s not just about the numbers. It’s our job to help you put the pieces together in a way that makes sense for the most important person in your financial plan: you.

Select a service to learn more about our offerings.

Wealth Management

9

The approximate number of  years a diversified portfolio will last over a cash portfolio.

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Financial Planning

3-6

Months of gross expenses that should be in your emergency fund.

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Retirement Planning

34%

The number of adults who say they have no money for retirement.

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College Planning

27k

The amount of education debt the average student graduates with.

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Young Professionals

53%

Of Millennials who believe they will have/earn enough to live the life they want in the future.

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Socially Responsible Investing

ECG

Integrating social and environmental values into the investment decision-making process.

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