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.
The approximate number of years a diversified portfolio will last over a cash portfolio.
Months of gross expenses that should be in your emergency fund.
The number of adults who say they have no money for retirement.
The amount of education debt the average student graduates with.
Of Millennials who believe they will have/earn enough to live the life they want in the future.
Socially Responsible Investing
Integrating social and environmental values into the investment decision-making process.