About Grundy Financial Advisory Services
Grundy Financial Advisory Services is a highly respected financial planning firm that has been providing expert guidance to individuals and families for over 20 years. With a team of experienced advisors and a commitment to putting clients first, Grundy Financial Advisory Services has earned a reputation for excellent service and sound financial advice.
How does the advisor help clients – Key Takeaways:
Grundy Financial Advisory Services takes a comprehensive approach to financial planning, helping clients make informed decisions about their money and investments. Their services include:
- Customized investment strategies
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Education planning
Facts and Insights
According to a recent report by the Securities and Exchange Commission, financial advisors can add an average of 3.75% in net returns to their clients’ portfolios through proper asset allocation and investment selection. This is where Grundy Financial Advisory Services excels – their team of experienced advisors carefully analyze market trends and help clients create a well-diversified portfolio that aligns with their individual goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20+ years |
Financial Services Offered
Grundy Financial Advisory Services offers a wide range of financial services, including:
- Retirement planning and wealth management
- Tax planning and preparation
- Estate planning and asset protection
- Education planning
- Investment management and asset allocation
- Risk management and insurance planning
Client Types
Grundy Financial Advisory Services works with a diverse range of clients, including:
- Individuals and families
- Small business owners
- Executives
- Retirees
- Trusts and estates
- Charitable organizations
Fees & Compensation
Grundy Financial Advisory Services operates on a fee-only basis, meaning their compensation comes solely from the fees paid by their clients. This eliminates any potential conflicts of interest and allows their advisors to provide unbiased advice and recommendations.
Background
Grundy Financial Advisory Services was founded by John Grundy, a highly experienced financial planner with over 30 years in the industry. He is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association (FPA), as well as the National Association of Personal Financial Advisors (NAPFA). Grundy and his team of advisors have extensive knowledge and experience in all areas of financial planning.
Financial Advisor Disclosures to Know
Grundy Financial Advisory Services adheres to strict ethical standards and discloses all relevant information to their clients, including:
- Fiduciary responsibility to act in the best interest of clients
- Any potential conflicts of interest
- Compensation structure and any fees associated with services
- Qualifications and certifications of advisors
- Disclosure of any disciplinary actions or legal proceedings