Are You a Good Fit to Work With Grant?

Interviewing financial advisors can be challenging for prospective clients. One common question we receive is about our typical client profile—and rightfully so. When choosing a financial planner, it’s important to ensure you’re not a small fish in a big pond or a big fish in a small pond.

To be transparent, we’re providing potential clients with a breakdown of Grant’s client base to help them determine whether we are the right fit for their financial goals.

All the information above is based on data from March 31, 2025