Are You a Good Fit for Our Firm?

Interviewing financial advisors can be challenging for prospective clients. It’s common for clients to ask what our typical client profile looks like—and rightfully so. To ensure we have experience working with someone like you while also making sure that you’re not a small fish in a big pond or a big fish in a small pond, we want to ensure your needs are being met and that we are the right firm to help you accomplish your goals. In the spirit of transparency, and to equip you with any additional information that may be helpful in making your decision, we have provided a breakdown of Grant’s client base.

All the information above is based on data from December 31, 2024